Description
InvestCloud is hiring a Relationship Manager to build and maintain strategic client relationships, manage an assigned portfolio of clients, drive renewals and revenue growth, conduct needs assessments, support onboarding and implementation, negotiate contracts, and provide strategic account planning. The role requires a bachelor's degree in business administration, marketing, or a related field, at least 10 years of account and sales management experience, and 10 years of financial services experience. The salary range is $175,000 to $185,000, with medical, dental, vision, disability, life/AD&D, retirement, savings, and paid-time-off benefits.
