VP, Relationship Manager

Vice President, Relationship Manager

SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Vice President, Relationship Manager to join our Asset Manager Solutions team. This team is responsible for the recruitment, onboarding, and ongoing relationship management of all third-party asset managers on the SMArtX platform. The team is also responsible for standing up managed account platforms for asset managers and providing relationship management support.

About The Role

As a VP, Relationship Manager, you will play a key role in managing and expanding relationships with third-party asset managers. Your primary mandate will be to deepen engagement, broaden distribution opportunities, and drive strategic growth across the platform. This includes overseeing day-to-day relationship management, contract negotiations, and collaborating with firms leveraging SMArtX to power their own, white-labeled platforms.

This is an exciting opportunity for a detail-oriented, proactive individual with a passion for financial services and investment technology.

Key Responsibilities

• Serve as the primary point of contact for assigned asset manager relationships
• Identify and execute opportunities to broaden manager distribution across the platform
• Lead regular check-ins—via calls or in-person meetings—to align on partnership objectives and growth initiatives
• Support managers using SMArtX to offer white-labeled platforms to their end clients
• Maintain accurate and up-to-date records in Salesforce, including accounts, contacts, and opportunities
• Ensure firm and product information is up-to-date on the SMArtX platform
• Respond promptly and professionally to manager inquiries via phone and email
  
  

Qualifications Required

• 5–15 years of professional experience in the financial services industry, preferably in sales, relationship management, or platform distribution roles
• Proven ability to manage relationships and influence stakeholders at all levels
• Travel to industry events and in-person meetings
• Strong organizational skills and attention to detail to manage timelines and deliverables
• Excellent communication skills—written, verbal, and interpersonal
• Self-starter with the ability to thrive in a fast-paced, deadline-driven environment
• Team-oriented with a collaborative mindset
• Bachelor’s degree, ideally in Finance, Business, or a related field
  
  

Preferred

• Experience working with or for an investment platform, asset manager, or fintech firm
• Proficiency in Microsoft Office and Google Workspace
• Familiarity with Salesforce CRM
• Project management experience or formal training
  
  

Founded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If you’re excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.