Relationship Manager Associate

Who We Are

FutureAdvisor is a team of engineers and finance geeks re-defining the financial services industry. Backed by the world’s leading investment manager BlackRock, our mission is to help everyday families achieve better financial outcomes. We fulfill this mission by delivering digital financial management software through partner financial institutions to reach their end clients.

We are seeking a talented Relationship Management Associate to work directly with partner financial institutions and internal stakeholders. This key role will drive the day-to-day relationship management as well as more strategic planning and delivery.

Responsibilities

  • Work close with lead Relationship Manager to facilitate all interactions with one of our partner firms

  • Manage senior partner stakeholders -- build strong relationships within the partner organization across the key areas of our business: technology, marketing, operations and compliance

  • Drive strategic planning -- drive strategic alignment and help lead steering committee sessions. This includes
    engaging with partners on the product platform and working with FutureAdvisor’s product/engineering team to refine our roadmap. This also includes working closely with marketing to drive partner firm and end client adoption

  • Create ongoing reporting -- build repeatable standardized metrics reports to feed into partner planning

  • Serve as point of contact for day-to-day activities -- e.g., help facilitate product releases and user acceptance testing, coordinate go-to-market events and campaigns,
    etc

  • Be a point of contact for incident escalations

  • Expected to travel to partner sites 1-3 times a month.

Required skills

  • Strong communication and presentation skills (written and verbal).

  • Ability to take ownership and drive specific tasks to the ground -- getting stuff done should be your core competency!

  • Strong client management skills, particularly with demanding and fast moving clients

  • Excellent creative, analytical and technical skills with an entrepreneurial approach to complex projects.

  • 2+ years work experience in a project management, product management, or client consulting role

  • Prior experience with relationship management or
    consulting in a B2B SAAS business preferred

  • Familiarity with financial markets and investment management a plus. Passion and ability to learn quickly a must.

FutureAdvisor is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.

FutureAdvisor will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of Article 49 of the San Francisco Police Code.


Meet Some of FutureAdvisor's Employees

Maria

Client Operations Manager

Maria manages the Client Operations Team. She works directly with customers, assisting them through their enrollment and ongoing experience with FutureAdvisor's product.

Phil

Engineering Manager

Phil focuses on delivery and execution of FutureAdvisor's software. In addition to management responsibilities, Phil is a core part of the interviewing process, helping raise the bar on hiring.


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