LABUR
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Relationship Manager
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LABUR 3 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
LABUR We respectfully request that 3rd parties refrain from contacting us regarding this posting.
Overview
Our client is looking for a proactive, strategic Relationship Manager to help advisory firms and RIAs get the most value out of their platform. This is not a support role in the traditional sense — it’s a strategic, client-facing position where you’ll work closely with partners to drive adoption, deliver measurable results, and build relationships that grow stronger over time. The ideal candidate is a trusted advisor and collaborative problem solver who understands the unique challenges of the wealth management industry. If you thrive in a dynamic environment and love helping clients succeed through technology, strategy, and service, this opportunity could be a perfect fit.
Responsibilities
Managing the full post-sale lifecycle for advisory clients — from onboarding to ongoing support and growth. Leading strategic planning sessions to define success metrics and ensure alignment with client goals. Driving engagement by encouraging adoption of new features and best practices across the platform. Acting as an internal advocate for your clients, sharing feedback and insights with Product, Operations, and other teams. Helping firms navigate major changes like custodian transitions, team restructuring, and platform enhancements. Monitoring client health, proactively resolving issues, and ensuring retention and satisfaction. Collaborating with internal teams to continuously improve the client experience and service delivery.
Qualifications
5+ years in client-facing roles within fintech, advisor services, or wealth management Strong understanding of RIA operations and investment management platforms Excellent communication and presentation skills, with the ability to guide strategic conversations Experience managing multiple clients and projects in a fast-paced environment A solutions-oriented mindset and a collaborative working style Bonus: Prior experience with custodial transitions, CFP certification, or Series 6/7 licenses Bachelor's degree or equivalent relevant work experience is required.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries IT Services and IT Consulting Referrals increase your chances of interviewing at LABUR by 2x Get notified about new Relationship Manager jobs in
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Relationship Manager
role at
LABUR 3 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
LABUR We respectfully request that 3rd parties refrain from contacting us regarding this posting.
Overview
Our client is looking for a proactive, strategic Relationship Manager to help advisory firms and RIAs get the most value out of their platform. This is not a support role in the traditional sense — it’s a strategic, client-facing position where you’ll work closely with partners to drive adoption, deliver measurable results, and build relationships that grow stronger over time. The ideal candidate is a trusted advisor and collaborative problem solver who understands the unique challenges of the wealth management industry. If you thrive in a dynamic environment and love helping clients succeed through technology, strategy, and service, this opportunity could be a perfect fit.
Responsibilities
Managing the full post-sale lifecycle for advisory clients — from onboarding to ongoing support and growth. Leading strategic planning sessions to define success metrics and ensure alignment with client goals. Driving engagement by encouraging adoption of new features and best practices across the platform. Acting as an internal advocate for your clients, sharing feedback and insights with Product, Operations, and other teams. Helping firms navigate major changes like custodian transitions, team restructuring, and platform enhancements. Monitoring client health, proactively resolving issues, and ensuring retention and satisfaction. Collaborating with internal teams to continuously improve the client experience and service delivery.
Qualifications
5+ years in client-facing roles within fintech, advisor services, or wealth management Strong understanding of RIA operations and investment management platforms Excellent communication and presentation skills, with the ability to guide strategic conversations Experience managing multiple clients and projects in a fast-paced environment A solutions-oriented mindset and a collaborative working style Bonus: Prior experience with custodial transitions, CFP certification, or Series 6/7 licenses Bachelor's degree or equivalent relevant work experience is required.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries IT Services and IT Consulting Referrals increase your chances of interviewing at LABUR by 2x Get notified about new Relationship Manager jobs in
Scottsdale, AZ . National Key Account Manager - Phoenix, AZ
Investment Consultant- Relationship Manager
Phoenix, AZ $129,000.00-$206,000.00 1 week ago Tempe, AZ $42,000.00-$52,000.00 2 weeks ago P&G Professional, Account Executive, Restaurants Nat'l Accounts, S. Calif
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Phoenix, AZ $80,000.00-$90,000.00 3 days ago Relationship Manager I - Business Banking
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Phoenix, AZ $80,000.00-$120,000.00 2 days ago Account Executive (Remote - Western Region)
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Relationship Manager IV - Corporate Banking
Phoenix, AZ $30,000.00-$92,000.00 1 week ago Greater Phoenix Area $85,000.00-$105,000.00 2 days ago Relationship Advisor II- Start Up Banking
Phoenix, AZ $63,000.00-$95,000.00 2 weeks ago Account Executive, Territory (Mid-Market)
Tempe, AZ $85,000.00-$155,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr