SMArtX Advisory Solutions | Relationship Manager, Emerging Growth Solutions

About the Role

SMArtX Advisory Solutions is seeking a Relationship Manager, Emerging Growth Solutions to join our Manager Solutions team and serve as a trusted partner to emerging, boutique, and newly onboarded asset managers on the SMArtX platform.

Our Manager Solutions team serves as the bridge between the investment management community and one of the industry’s leading managed accounts platforms. We help asset managers successfully launch, maintain, and grow their presence within the SMArtX ecosystem.

In this role, you will own a portfolio of approximately 75 asset manager relationships, guiding firms through every stage of their journey with SMArtX—from onboarding and implementation to platform education, operational support, strategy expansion, and long-term partnership growth.

This is a highly consultative position that blends relationship management, project management, operational coordination, and platform expertise. The ideal candidate enjoys building relationships, educating clients, simplifying complex processes, and delivering an exceptional experience.

What You’ll Do

Own and Develop Asset Manager Relationships

• Serve as the primary relationship owner for approximately 75 emerging, boutique, and newly onboarded asset managers.
• Build trusted relationships through proactive communication, responsiveness, and a consultative approach.
• Guide asset managers through the early stages of their relationship with SMArtX and provide ongoing support as their business grows on the platform.
• Help managers understand not only how the SMArtX platform works, but how they can maximize its value.
• Establish regular touchpoints to monitor progress, address questions, provide guidance, and identify opportunities for continued engagement.

Lead Onboarding and Platform Adoption

• Manage the asset manager onboarding experience from executed agreement through successful platform launch.
• Develop and manage implementation timelines while coordinating deliverables across Legal, Compliance, Finance, Operations, Product, Technology, and Client Success.
• Educate asset managers on SMArtX's onboarding process, operational workflows, platform capabilities, model maintenance procedures, pricing structures, and ongoing requirements.
• Ensure required documentation, investment strategy information, marketing materials, and operational requirements are completed accurately and efficiently.
• Establish clear expectations and provide a high-touch experience throughout the onboarding process.

Drive Operational Execution

• Manage onboarding documentation, pricing updates, contractual workflows, and other asset manager requests.
• Partner with Legal and Compliance to help move new agreements and amendments efficiently from review through execution.
• Maintain accurate and timely relationship and implementation records within Salesforce and internal project management systems.
• Track onboarding milestones, outstanding deliverables, dependencies, and implementation timelines.
• Proactively identify risks and roadblocks and coordinate the appropriate internal resources to keep projects moving forward.
• Manage multiple concurrent initiatives while maintaining a high level of accuracy and attention to detail.

Help Asset Managers Grow on the Platform

Launching on SMArtX is only the beginning. As the relationship owner, you will continue supporting managers as their partnership evolves.

You will help asset managers:

• Introduce additional investment strategies to the platform.
• Navigate ongoing operational requests and platform enhancements.
• Understand new SMArtX capabilities, products, and releases.
• Expand their participation across applicable distribution channels and strategic initiatives.
• Connect with the appropriate SMArtX resources as their needs evolve.

Your goal is to ensure each manager feels supported, informed, and equipped to grow alongside SMArtX.

Be the Voice of the Asset Manager

• Advocate internally for the needs and priorities of your assigned asset managers.
• Partner with Product, Technology, Operations, Client Success, and Leadership to communicate manager feedback and resolve issues.
• Identify recurring themes, challenges, and opportunities across your portfolio.
• Recommend process and experience improvements that make it easier for asset managers to do business with SMArtX.
• Help strengthen the overall asset manager experience as the SMArtX platform continues to grow.

What Makes You Successful

You combine strong organizational skills with a genuine ability to build relationships.

You enjoy helping clients navigate unfamiliar processes, translating complex topics into clear and actionable guidance, and creating structure in fast-moving environments. You are proactive, highly organized, and comfortable managing numerous relationships and initiatives simultaneously without sacrificing attention to detail.

You understand that every interaction contributes to the asset manager's overall experience and take pride in representing SMArtX with professionalism, responsiveness, and integrity.

Qualifications

Required

• Bachelor's degree.
• 4–6 years of experience in relationship management, client success, account management, project management, or a related client-facing role.
• Demonstrated ability to manage multiple client relationships and complex projects simultaneously.
• Excellent written and verbal communication skills.
• Strong presentation skills and the ability to explain technical, operational, or complex concepts to diverse audiences.
• Exceptional organizational skills, attention to detail, and follow-through.
• Experience collaborating across multiple business functions to achieve shared objectives.
• Strong problem-solving skills and a proactive, solutions-oriented mindset.

Preferred

Experience in or familiarity with one or more of the following:

• Asset management or wealth management.
• Model portfolios or managed accounts.
• UMA, TAMP, or wealth technology platforms.
• Financial technology solutions supporting financial advisors or investment managers.
• Salesforce CRM.
• Contract administration and implementation management.
• Microsoft Office and Google Workspace.

Why Join SMArtX?

The Manager Solutions team occupies a unique position within SMArtX. We build relationships with asset managers from the ground up and help shape their experience throughout the partnership.

Every asset manager launching on the platform depends on our team to guide them through implementation, educate them on the SMArtX ecosystem, and help them realize the full value of working with our organization.

If you enjoy combining relationship management, project leadership, operational excellence, and client education, this role offers the opportunity to make a meaningful impact while working alongside leading investment managers and a growing wealth management technology platform.

As you develop within the role, you'll have opportunities to manage increasingly strategic relationships, contribute to platform and process initiatives, and establish yourself as a trusted leader within the Manager Solutions organization.