Relationship Manager

POSITION: RELATIONSHIP MANAGER

About Us: The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona.

About the Position: The Relationship Manager (RM) at Amplify is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, RMs ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. This role works closely with Leadership, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Amplify can build the next generation of client-centric solutions. This role offers the candidate the opportunity to make a significant impact on our clients and our company. Their work will directly contribute to our mission of providing top-notch wealth management technology to advisors.

Responsibilities:

• Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.

• Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use Amplify to grow and meet their internal/end-client needs and ensure account retention.

• Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.

• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.

• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.

• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.

• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.

• Share Amplify client success stories as well as client success frameworks and processes.

• Develop/maintain technical and business knowledge of industry directions and trends. Qualifications:

• 5 years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.

• Proven record of translating business needs into technical utilization of available product solutions.

• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.

• Knowledge of technology that helps you engage and have credibility with the R&D teams within Amplify and clients up to MD/C-Suite level.

• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.

• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.

• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.

• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.

• Strong verbal and written communication skills; Strong time management and prioritization skills.

• Must be collaborative and work effectively within a team environment and cross-functionally across Amplify.

• Ability to navigate data and people to find answers.

• Independent, adaptable, and can thrive in a fast-paced environment

• Certified Financial Planner (CFP)

• FINRA Series 6 or 7 preferred