Sr Relationship Manager

Responsibilities

• Serve as the senior relationship owner and executive sponsor for IRALOGIX’s most strategic financial institution partnerships, managing relationships at the C-suite and SVP level
• Develop and execute comprehensive account strategies for each strategic partner, aligned with their business goals, IRA program objectives, and growth trajectory
• Lead executive business reviews (EBRs), annual strategic planning sessions, and multi-stakeholder alignment meetings with partner leadership
• Build and maintain deep, consultative relationships with partner executives, operations leaders, compliance officers, and program managers
• Serve as the escalation point for the most complex partner issues, navigating multi-stakeholder resolution with minimal management intervention
• Own partner health, satisfaction, and retention for the most high-value accounts in the IRALOGIX portfolio
• Proactively monitor partner health indicators, adoption metrics, and satisfaction scores; identify and address risks before they escalate
• Define and track customized success metrics for each strategic partner, demonstrating measurable platform value and ROI
• Develop and deliver executive-level insights, performance reports, and strategic recommendations to partner leadership
• Provide ongoing strategic guidance to partners on IRA program optimization, platform best practices, and industry trends
• Identify and pursue expansion opportunities within strategic partner accounts, including new IRA products, additional channels, increased account volumes, and cross-sell opportunities
• Lead renewal strategy and negotiation for strategic accounts in partnership with Sales and Legal
• Build and present business cases for expansion, demonstrating ROI and strategic alignment with partner objectives
• Support the development of client advocacy programs, including case studies, references, testimonials, and partner advisory councils

Desired Skills and Experience

• Experience in financial services, fintech, banking, or retirement services in a client-facing or account management role
• Familiarity with IRA products, custodial services, trust operations, or wealth management platforms
• Track record of managing C-suite and executive-level relationships at financial institutions
• Experience with client success platforms and CRM systems (e.g., Salesforce)
• Prior experience in a B2B SaaS or technology company with partner/channel relationship management
• Understanding of regulatory requirements in financial services (IRS, SEC, FINRA)

Education and Experience

• 7–10+ years of experience in relationship management, account management, client success, or customer experience in B2B SaaS, fintech, or financial services
• Proven ability to build and maintain deep, trusted relationships with senior executives at financial institutions
• Demonstrated track record of driving client retention, expansion, and revenue growth within a strategic account portfolio
• Strong strategic thinking with the ability to develop and execute complex account plans
• Excellent executive communication, presentation, and negotiation skills
• Experience mentoring or coaching junior client-facing professionals
• Data-driven mindset with experience using analytics and health scoring to manage a partner portfolio
• Bachelor’s degree in business, Finance, Communications, or related field; MBA a plus