Senior Vice President, Relationship Management (Fintech)

Location: US Anywhere Remote; United States. Remote role with occasional travel to client sites or industry events. Flexible working hours may be required to accommodate client needs and time zone differences.

Salary range: $325,000–$375,000 annually. Compensation may vary based on education, experience, skills, internal equity, market data, and geographic location.

Company

hirify.global provides digital wealth management, financial planning, data warehouse, and connected technology solutions for wealth and asset managers, wirehouses, banks, RIAs, and insurers.

What you will do

• Own relationship strategy and development for a portfolio of high-value financial institution clients.
• Act as executive sponsor and trusted advisor for C-level stakeholders across RIAs, aggregators, asset managers, banks, and wealth managers.
• Lead and mentor Relationship Managers and Client Success Managers while driving accountability, client-centricity, and consistent engagement practices.
• Direct portfolio-level revenue growth, retention, expansion, account planning, renewals, forecasting, and renewal risk management.
• Coordinate with Professional Services, Product, Development, and Delivery to resolve strategic issues and ensure successful outcomes.
• Represent client needs in product roadmaps, go-to-market initiatives, and strategic innovation.

Requirements

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 10–15 years of experience in account and sales management, including 8+ years leading Relationship or Client Success teams.
• 10+ years of financial services experience with RIAs, RIA aggregators, asset managers, wealth managers, and banks.
• Proven sales skills in complex deal development and experience driving client satisfaction and revenue growth.
• Proven ability to engage with C-suite stakeholders and experience in client-facing roles, preferably in a B2B SaaS environment.
• Excellent communication, influencing, negotiation, project management, and organizational skills.
• Strategic ability to understand client business challenges and develop tailored solutions.
• Knowledge of industry best practices and emerging trends in client relationship management.

Nice to have

• Experience in a B2B SaaS environment is preferred.

Culture & Benefits

• Remote work with occasional travel to client sites or industry events.
• Medical/Rx, dental, vision, disability, and life/AD&D insurance plans.
• FSA, HSA, EAP, health advocacy, and voluntary ancillary insurance plans.
• 401(k) retirement savings plan with company match and paid time off.
• Values include client connection, human-centered work, technology leadership, respect, integrity, and excellence.