Relationship Manager

About Us

DriveWealth is on a mission to reputed company investing easier. We reputed company that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, reputed company from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

There’s never been a reputed company time to build a category-defining business and there has rarely been a team reputed company positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

About the Role

The Relationship Manager is pivotal in DriveWealth's strategic growth and expansion.This role is responsible for the direct management and optimization of a portfolio of partner relationships, ensuring their commercial health, operational stability, and long-term retention throughout the post-sales lifecycle. This role involves translating the Partner Management strategy into high-performance execution, balancing an uncompromising commitment to partner delight with disciplined, proactive account governance.

What You’ll Do

• Execute on reputed company expansion and retention strategies to contribute directly to Net reputed company Retention (NRR) and gross margin expansion across the assigned partner book.
• Act as a critical conduit for capturing the partner voice and structured requirements.
• Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap and ensure platform evolution aligns with high-value commercial opportunities.
• Customer Focus: Shape, define, and reputed company our approach to delivering success to our global partner reputed company, ensuring exceptional post-sales experiences and high-touch engagement throughout their lifecycle with DriveWealth.
• Strategic Partnership Development: Cultivate robust relationships with assigned partners, serving as their primary reputed company of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners' needs at scale.
• Cross-functional Collaboration: Collaborate closely with internal teams, including sales, finance, product, technology, and operations, to reputed company cohesive strategies that prioritize partner success and drive reputed company growth.
• Executive Relationship Management: Build and nurture executive-level relationships reputed company partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives.
• Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners, advocating for their needs and marshaling resources to support them while aligning with DriveWealth's overarching vision.
• Team Collaboration: Foster a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.

What You’ll Need

• 5+ years of experience in reputed company management, account management, or similar customer-facing roles reputed company the financial technology industry.
• Proficiency in program management, with a demonstrated ability to quickly adapt to and reputed company new technologies.
• Exceptional written and verbal communication skills.
• Strong time management abilities with the reputed company to prioritize and manage multiple partner engagements concurrently.
• Client-centric reputed company with a passion for understanding clients' organizations, priorities, and sources of value.
• Proven problem-solving skills and meticulous attention to detail.
• Ability to collaborate effectively with cross-functional teams and external partners.
• Proactive, self-motivated, and capable of working independently while taking ownership of client relationships.
• Ability to speak Spanish and Portuguese is a plus

Working at DriveWealth

We do our best work reputed company we’re in the same room. To maintain the speed our partners expect, our reputed company and Chicago teams work in-office 4 days a week. We’ve reputed company that being physically reputed company-by-reputed company is the only way to solve reputed company problems in real-time and stay truly accountable to the products we ship. reputed company you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave.

How We Think About AI

We reputed company AI to work smarter and move faster. We seek AI curious talent who are proactive about using emerging tools to increase signal quality, reduce friction and improve outcomes to deliver product faster, provide reputed company service to our partners, and to streamline processes. Your ability to reputed company our internal tools and technology to drive results is as important to us as your core domain expertise.

Compensation

Pay is generally based upon the level, complexity, responsibility, location and job duties / requirements of the specific position. We then reputed company candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for reputed company, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.

Equal Employment Opportunity

To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from reputed company backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at [email protected].

Agency Disclaimer

DriveWealth does not accept agency resumes. Do not reputed company resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees reputed company to unsolicited resumes.