Opportunity

We seek an individual with the drive and expertise to support SMArtX's Strategic Relationship Management engagement and adoption goals within our client channels, including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. The ECG Team’s objective is to assist our customers with their key challenges, helping them scale their businesses and maximize the use of our solutions.

As part of the Enterprise Consulting Group, you’ll need to be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and FinTech. Passion for our platform’s capabilities and our clients' success is essential. In this role, you will manage critical relationships and coordinate efforts across our organization and third-party partners.

The ideal Strategic Relationship Manager is adept at navigating large, complex organizations to grow and strengthen relationships, fostering platform adoption and usage.

Position Requirements

• Ability to identify and proactively pursue customer and prospect opportunities.
• Quickly understand a prospect’s requirements and match them with SMArtX’s value proposition.
• Professional communication skills — written, verbal, and presentation.
• Ability to manage multiple requests and time demands while achieving production goals within an assigned territory or account set.
• A strong sense of urgency in achieving goals and deliverables. Proactively takes initiative, brings fresh ideas, and demonstrates proven execution strategies.
• Team player with a strong commitment to contributing to our shared goals.
• Drive, grit, and a competitive, team-oriented mindset.
• Bachelor’s degree strongly preferred.
• Series 65/66 certification is a plus.
• Proficiency in communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and the use of TAMP solutions by RIAs.
• 5-10 years of experience in financial services or FinTech relationship management.

Responsibilities

• Cultivate, support, and maintain client relationships.
• Become a subject matter expert on SMArtX’s platform, capabilities, and workflow.
• Host and coordinate executive and decision-maker interactions and presentations.
• Coordinate and develop unified strategic plans for clients.
• Act as an expert on SMArtX’s product and platform capabilities.
• Collaborate on contract terms and business agreements.
• Educate clients on new and upcoming capabilities.
• Provide platform/tech tool demonstrations.
• Report on pipeline and activity using CRM tools.
• Willingness to travel up to 50% of the time, as needed.

About SMArtX Advisory Solutions

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm that is creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive. Submit your resume today to join our team.