VP, Client Strategy & Success

Opportunity

SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and expertise to advance SMArtX’s strategic relationship management, engagement, and adoption goals across our client channels—including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians.

The team’s objective is to help customers solve key challenges, scale their businesses, and maximize the value of SMArtX solutions.

As part of the Client Success team, you’ll be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and the broader FinTech ecosystem. Passion for our platform’s capabilities—and for driving client outcomes—is essential. In this role, you will manage critical relationships and coordinate efforts across SMArtX and third-party partners.

The ideal candidate can navigate large, complex organizations, build trusted executive relationships, and drive platform adoption and usage.

Position Requirements

• Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts.
• Strong ability to quickly assess client and prospect needs and map them to SMArtX’s value proposition, platform capabilities, and workflow solutions.
• Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers.
• Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies.
• Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction.
• Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes.
• Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities.
• Excellent communication skills—written, verbal, and presentation—with the ability to convey complex concepts clearly and persuasively.
• Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.
• A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline.
• Team-oriented mindset with a commitment to shared goals and cross-functional success.
• High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment.
• Bachelor’s degree required.
• Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs.
• 10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success.
   

Responsibilities

• Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts.
• Become a subject matter expert on SMArtX’s platform, capabilities, and workflows; serve as a trusted advisor to clients.
• Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders.
• Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies.
• Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction.
• Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization.
• Guide clients on best practices and optimize their use of SMArtX’s platform and workflows.
• Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities.
• Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations.
• Deliver platform and technology demonstrations tailored to client needs and strategic objectives.
• Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility.
• Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement.
• Travel up to 10–20% as needed.

About SMArtX Advisory Solutions

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm 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.