Senior Relationship Manager, Wealth Tech SaaS
APL Wiki
InvestCloud seeks a Relationship Manager to foster senior-level client relationships and drive satisfaction, retention, and growth. You will guide product portfolio expansion, manage onboarding and implementation, and collaborate with success, delivery, and product teams to meet client objectives. You will engage in strategic account planning, needs assessment, and ongoing education on industry trends to maximize client value and ensure successful solution delivery across our wealth technology #J-18808-Ljbffr APL Wiki
$170k - $210k
...A tech-driven waste management company is seeking a Senior Software Engineer to build innovative SaaS solutions. You will lead architecture and design, working close with product managers and stakeholders. The ideal candidate has over 9 years of software development experience...Senior- ...Counsel and partners with Sales, Product, Security, and Compliance to facilitate deal execution while managing risk. The ideal candidate has a strong public sector and SaaS background, with the ability to own negotiations independently and collaborate across business...SeniorContract work
- TrueML is a mission-driven financial software company delivering AI-powered SaaS for Collections. The Sales Representative will own the full cycle from prospecting to close, learning the product quickly, and driving opportunities with C-level stakeholders. Success requires...SeniorRemote job
- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit...Senior
- ...they do best: creative problem-solving, relationship building, and delivering exceptional customer... ...Overview: As a Customer Experience Manager (CXM) - Strategic , you’ll play a pivotal... ..., or CX leadership roles, ideally in SaaS or AI-enabled platforms Strong account...SeniorWork at officeHome office
$138.82k - $163.32k
...expectations and answer any questions you have.We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client Relations Manager, you will own the vault's relationship with its most valuable customers —...SeniorFull timeWork at officeRemote workWorldwideFlexible hoursShift work- ...Support Associate & Executive Assistant (B2B SaaS) Prompt is revolutionizing healthcare by... ...as needed Providing assistance to management team members and executives as needed Administrative... ...in upholding strong professional relationships and respecting the agreements and...Work at officeRemote workFlexible hoursWeekend work
$120k - $160k
...Can you build collaborative relationships with internal business partners... ...Implementation, Service Managers, and Plan Administrators• be... ...communicate and present to internal senior management, as well as... ...growth businesses within UBS Wealth Management (WM) and serves as...Full timeContract workFlexible hours- Epignosis, a leader in learning technology, seeks a Senior Product Manager to drive strategy, execution, and growth for AI-enabled SaaS products that empower millions of learners worldwide. You will shape product direction, work with cross‑functional teams, and deliver...SeniorWorldwide
$150k - $170k
...McKesson. As an integrator across the entire tech stack, Tines is vendor-agnostic... ...position that must be based in EST. The Senior Customer Success Manager - East/Public Sector role will play a... ...preferred Experience with a SaaS solutions offering for technical teams...SeniorRemote workWork visa- We are seeking a Senior Vice President to lead our Institutional Trade Maintenance and Fail Management processing teams. This leader will be responsible for overseeing day... ...-solving skills.Strong communication and relationship management skills, with the ability to work...SeniorWork experience placementLocal areaWorldwideFlexible hours
- ...business. Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote... ...network to drive supplier engagement by collaborating with Relationship Managers and Coverage BankersPartner with the program manager...SeniorContract work
- You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management. You have found the right team.As an Associate Relationship Manager within the Technology, Media & Telecoms sector of JPMorgan Merchant Services...SeniorBank staff
- ...business. Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote... ...network to drive supplier engagement by collaborating with Relationship Managers and Coverage Bankers Partner with the program manager...SeniorContract work
- ...our employees, and building lasting relationships. Using the latest banking solutions... ...make a difference. Job Summary As a Senior Associate Project Manager in JPMorgan Private Client, you will... ...collaborate with Consumer Banking, Wealth Management, and Business Banking teams...Senior
- ...Job Description We are seeking a Senior Vice President to lead our Institutional Trade Maintenance and Fail Management processing teams. This leader will be responsible... ...skills. ~ Strong communication and relationship management skills, with the ability to work...SeniorWork experience placementLocal areaWorldwideFlexible hours
- Thomson Reuters Special Services (TRSS) seeks a Senior Technical Program Manager to lead end-to-end technical programs supporting government IT and defense initiatives, aligning client objectives with TRSS delivery across engineering, operations, and support. You will...Senior
$150k - $200k
...AI AutogenAI is a leader in generative AI SaaS, transforming how organizations draft and... .... Job Summary We’re looking for a Senior Product Designer to shape the next generation... .... A solid understanding of the proposal management lifecycle. Compensation and Benefits: Competitive...SeniorWork at officeFlexible hours$91.9k - $138.7k
...of the biggest names in payments. We’re looking for a Senior Client Relations Account Manager to join our ever evolving Enterprise Operations team and... .... What you’ll own Ensure a positive and consistent relationship for one or more assigned clients Serve as primary point...SeniorFull time- If you are customer focused, enjoy building relationships, and providing financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you.As a Business Relationship Manager (BRM) Senior Government...Senior
- JPMorgan Chase & Co. in the United States seeks a Senior Associate Project Manager for the Private Client division to manage multiple projects and initiatives, collaborating with Consumer Banking, Wealth Management, and Business Banking teams to deliver results and enhance...Senior
- Logixboard is seeking an experienced Product Designer to shape complex B2B SaaS workflows. You will partner with Product and Engineering to define problems, explore multiple design directions, and raise the craft bar across the product. You will also integrate AI thoughtfully...Senior
- Kinsta is seeking a Senior Product Designer to lead and execute product initiatives from... ..., and collaborate with Research, Product Management, and Development to shape the MyKinsta dashboard... ...suits a senior designer familiar with SaaS and design systems. #J-18808-Ljbffr...Senior
- Netlify is seeking a senior FP&A professional to own the monthly close and operating model... ...insights for leadership. You will manage headcount and software spend forecasting,... ...reporting and scalable processes in a fast-paced SaaS environment. #J-18808-Ljbffr MosaecSeniorRemote job
- Bank of America in Minneapolis is seeking a senior Commercial Banking professional to lead a complex client portfolio, delivering financial solutions and strategic insights across domestic and international teams. You will bring 10+ years in commercial lending or investment...SeniorWork at office
- ...guiding a small accounting team reporting to the VP of Finance. The role demands accuracy, timely reporting, and audit-readiness in a private equity-backed SaaS environment with strong emphasis on close discipline and intercompany eliminations. #J-18808-Ljbffr FrontstepsSenior
- ...experienced engineer, you will help build our core SaaS platform by working with a small but... ...of the appropriate stakeholders As a Senior Software Engineer, you will play a... ...with the head of engineering and product managers, business unit leaders, and stakeholders....SeniorFlexible hours
- Harvey is seeking a Senior Product Marketing Manager to join the Solutions Marketing team and shape how Harvey’s products are positioned for law firms... ...assets that drive adoption. We expect 6-8+ years in B2B SaaS product marketing, expertise in enterprise messaging, and...Senior
- Samsara is hiring a Sr. Revenue Tools Product Manager to define the vision and roadmap for GTM... ...GTM tooling stack, impacting the sales tech landscape. This remote role is open to US... ...years in GTM tooling within a fast-paced SaaS environment and a proven track record of delivering...SeniorRemote jobRelocation
- Suralink Inc is seeking a Senior Product Designer to lead design for AI-powered SaaS features and scale our design system. You’ll collaborate with product, engineering, and AI teams to craft trustworthy, intuitive experiences. With 5-8 years in complex SaaS design, you...SeniorRemote work
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