Relationship-Manager, Client-Relationship-Manager, Account-Manager Jobs

The role

MetaMask is launching an official VIP programme in early 2027. Our pilot showed that high volume traders bring their trading to MetaMask when someone owns the relationship with them. Swaps, Memecoins, Perps, RWA and Prediction Markets are at the heart of our business, and a small number of traders drive a large share of it.

As the US Relationship Manager, you will own MetaMask's relationships with US high volume traders and high-net-worth individuals (HNWIs) across our Trade and Money VIP programmes. The US market is competitive, and established exchanges have mature VIP offerings. You will win people over with trust, product access and time spent in person.

What you will own

• Finding, recruiting, onboarding and retaining VIP traders and high-net-worth individuals in the US.
• Building relationships across the US trader, HNWI and community landscape, including industry networks, referrals, events and inbound interest.
• Negotiating and agreeing VIP terms with candidates, within MetaMask's programme guidelines.
• Acting as each VIP's main point of contact, and bringing in Support, Product, Marketing and leadership when needed.
• Hosting and attending VIP gatherings across the US, working with our Events team, with regular travel to key US hubs and industry events.
• Turning conversations with VIPs into insight on trading behaviour, competitor offers, market shifts and product gaps, and sharing it with Product.
• Adapting VIP materials and communications for a US audience, in line with Legal guidance.
• Tracking and reporting on pipeline, volume, fees and retention.

What success looks like

• A growing, active and engaged VIP community in the US.
• Strong retention and a healthy flow of referrals.
• VIP feedback that shapes what Product builds.
• Relationships handled in full compliance with our policies.

What you bring

• Experience in VIP, account management or business development in crypto, exchanges, brokerages or fintech.
• A credible network among high volume US traders, HNWIs, KOLs or communities, or a track record of building one.
• Excellent written and spoken English, and the polish to work with high net worth clients.
• A good understanding of the US trading landscape and how traders compare offers.
• Comfort working towards volume, fee and deposit targets.
• Solid knowledge of on chain trading and DeFi.
• Sound judgement on US regulation, and comfort working with Legal guidance.

Nice to have

• Experience hosting private events or community gatherings for high value and HNWI clients.
• Familiarity with MetaMask products across our trading features and Money Account.
• A product mindset: you can turn feedback into clear requirements.

Don't meet all the requirements? Don't sweat it. We’re passionate about building a diverse team of humans and as such, if you think you've got what it takes for our chaotic-but-fun, remote-friendly, start-up environment—apply anyway, detailing your relevant transferable skills in your cover letter. While we have a pretty good idea of what we need, we're ready for you to challenge our thinking on who needs to be in this role.

Originally posted on Himalayas

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Empower Sr Relationship Manager Mid-Market serves as a strategic partner to our clients, delivering solutions that drive business goals related to retention, growth, and retirement readiness. This role specializes in managing relationships with plan sponsors, advisors, and third-party administrators within either the Mid-Market, Tax Exempt or Taft-Hartley market segments. Focus is typically on managing 20 to 30 plans, each with assets between $50 million and $200 million. Individuals with a reactive/virtual book of business are usually assigned more plans.

As the primary point of contact for assigned client relationships, the Sr Relationship Manager Mid-Market is responsible for ensuring seamless service delivery, enhancing client satisfaction, mitigating risk, and driving client retention. This role may also collaborate with plan intermediaries and third-party advisors (TPAs) to support plan sponsors in achieving their objectives.

Essential Functions

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability. The number of plans may be higher for roles designated as a Virtual Mid-Market Relationship Manager, depending on the structure of the client book of business.
• Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth.
• Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends.
• Lead periodic plan reviews, including participant education planning and regulatory updates.
• Represent the participant communications strategy, integrating it into annual client plans.
• Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts.
• Work with client service teams to design and implement business planning deliverables.
• Participate in new business finals presentations and site visits, building rapport and managing client expectations.
• Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships.
• Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution.
• Collaborate across internal teams to provide tailored, high-value solutions for clients.
• Navigate organizational governance structures to advocate for client needs and business objectives.
• Stay informed on market trends, competitive landscape, and regulatory changes.
• Deliver client presentations on industry insights, plan performance, and legislative updates.
• Manage client P&L, balancing revenue growth and operational efficiency.
• Lead contract renewals, negotiations, and pricing strategies.
• Identify opportunities to optimize plan efficiency and maximize revenue potential.

Additional Qualifications

• Bachelor’s degree in business or related discipline or equivalent experience
• 5+ years financial services including building strategic relationships.
• FINRA 6 and 63 registration required within corporate-established timelines.
• FINRA fingerprinting required.
• Life Insurance License required
• Proven experience managing client relationships in financial services, retirement plans, or a related industry.
• Strong understanding of plan design, investment management, and fiduciary governance.
• Excellent negotiation, presentation, and communication skills.
• Ability to navigate organizational structures and influence decision-making.
• Strong business acumen, including financial and risk management expertise.
• Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel.

This job description outlines the key responsibilities and qualifications for this role but is not exhaustive. Empower reserves the right to revise the description as necessary. Performance evaluations will be based in part on the fulfillment of these responsibilities. Employment is at-will, and either the employer or employee may terminate employment at any time for any reason.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.

Originally posted on Himalayas

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

What you will do:

• Own the retention and profitability of a book of business; plans will typically fall within the $10 - $50 MM range
• Build and grow relationships with key decision makers
• Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
• Deliver plan level reviews including employee education planning
• Problem-solve escalated issues
• Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
• Travel expected for local or regional onsite advisor and client meetings
• Collaborates internally with other departments and partners to solve issues and provide unique solutions
• Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

What you will bring:

• FINRA 6 & 63 registrations required within corporate-established timelines
• Life Insurance license required
• FINRA fingerprinting required
• Bachelor Degree in Business or related discipline or equivalent experience
• 4+ years financial services or other relevant experience
• 2+ years building strategic relationships
• Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
• Introspection and focus on personal and professional development
• Effective communicator who delivers moderately complex content in a clear and succinct manner
• Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
• Basic negotiation and time management skills, with manager oversight
• May travel as required within territory.
• Majority of travel will be personal vehicle with an occasional overnight stay
• Normal Office Working Conditions typically from a residential office with access to a working space free from distractions

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.

Originally posted on Himalayas

Job Summary The SVP, Relationship Management is responsible for managing Ultimus client relationships including monitoring and ensuring client satisfaction, assuring client retention, contract renewals and profitability, communicating business changes, enhancing revenue, and pursuing cross-sales opportunities, and overall leadership of the client management process. Key Accountabilities

• Ensures understanding of client’s future product plans and how Ultimus can help solution.
• Drives revenue and client growth working in partnership with the Ultimus Business
• Development and Product teams. Establishes strategic relationships with key industry.
• Centers of Influence (COI) and industry groups.
• Occasionally serves as subject-matter expert in business development meetings.
• Works closely with Ultimus department management to ensure our service teams are fully aligned to exceed client expectations.
• Works closely with Senior management peers to achieve overall Company P&L goals.
• Manages the Relationship Management associates to achieve Ultimus business goals and their personal growth goals.
• Where applicable, participates in fund board activities and responsibilities, develops Board level relationships.
• Escalates issues in accordance with policy and own resolution working with the Ultimus department and executive management teams.
• Travels, as needed, to meet with clients and participate in conferences, COI, or other firm-related meetings.
• Reviews meeting materials and minutes to assure Ultimus materials are presented accurately.
• Coordinates with Executive Committee, Relationship Manager, and team members for education opportunities for board members.

Personnel Management

• Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
• Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
• Establishes team and individual goals for department.
• Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

Working Relationships

• Serves as Ultimus liaison with board chairs and/or lead independent directors.
• Occasionally (primarily for Ultimus contract renewals) attends board meetings for Tier 2 clients.
• Attends periodic (quarterly and as scheduled) board meetings for Tier 1 clients.
• Client executive level visits/conference calls on a regular basis.
• Mentors associates with instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
• Develops and maintains strong internal teamwork with Ultimus department management. Works with internal management and service teams to ensure we are meeting and exceeding client expectations.
• Regular client communication and updates. Manages client account and action plans which focus on client satisfaction, communication, specific service needs, contract renewals, profitability, and product cross-sale.
• Internal communication with service teams.
• May perform other duties as required and assigned.

Knowledge

• Client relationship management.
• Microsoft Office Suite.
• Adobe Acrobat.

Skills and Abilities

• Fully embraces Ultimus Culture. The power of the team, owning the process, and striving for relentless improvement are key aspects of our Culture Playbook.
• Establishes and maintains strong relationships with clients, executives, and senior management.
• Ability to leverage relationships to enhance client satisfaction and achieve company goals.
• Develops and implements client action plans and executes company projects.
• Ensures that good business decisions and judgments are made based on sound financial principles and knowledge of the business to broaden company goals.
• Adaptable, responsive and drives change.
• Seeks and collaborates on innovative ideas for service enhancements or business improvement.
• Motivates, develops, and trains the Relationship Management team.
• Develops a strong culture built around teamwork.
• Supports all internal service teams with the goal of exceeding client expectations.
• Provides excellent service and build strategic senior level client partnerships based on knowledge of client business requirements.
• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses the performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Education and Experience

• Bachelor’s degree in business administration, financial services, or related field.
• 15+ years of financial services industry experience.
• Experience in 40 act products, asset management, asset servicing, business, and/or product strategy development.
• 7-10 years of management and leadership experience.
• Equivalent education and experience will be considered.

Physical Requirements

• At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.
• The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

◦ The associate is regularly required to sit and stand. ◦ The associate must occasionally lift and/or move up to 10lbs. ◦ Specific vision abilities are required within this position.

• Occasional travel (approximately 10% or less) may be required in this position.
• Reasonable accommodation may be made to enable associates to perform the essential functions.

Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Originally posted on Himalayas