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Vp of engineering • west palm beach fl
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VP, Relationship Manager
SmartX Advisory SolutionsWest Palm Beach, Florida, USjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
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job_description.job_card.job_description5–15 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 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
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 :
Preferred :
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.