Senior Relationship Manager

For our client, we are seeking a Senior Relationship Manager to join the team of a leader in the Finance & Insurance space. This role will support financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $126,560 – $196,170 annually Responsibilities Serve as the primary contact for strategic client accounts Prepare and present Visual Analytics dashboards and investment reports Provide mentorship and guidance to junior Relationship Managers Lead plan reviews and offer strategic recommendations Perform additional duties as required Qualifications Bachelor's degree required; MBA preferred 5-8 years of experience in financial services FINRA Series 7 and 63 or 65 preferred Expert knowledge of financial products and analytics tools Strong stakeholder management and influence capabilities Ability to navigate complex client dynamics Proven mentorship abilities Benefits Competitive Total Rewards package including base pay and incentive programs Flexible and hybrid work schedules for work-life balance Tuition reimbursement for continued education Professional and career development opportunities Comprehensive wellness programs for physical, mental, and emotional health Volunteerism initiatives for community engagement Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.