Relationship Manager, DriveWealth
Offers bonus and equity
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
Offers bonus and equity
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry
- Proficiency in program management, with a demonstrated ability to quickly adapt to and leverage new technologies
- Exceptional written and verbal communication skills
- Strong time management abilities with the capacity to prioritize and manage multiple partner engagements concurrently
- Client-centric mindset 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
What the job involves
- 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
- Execute on revenue expansion and retention strategies to contribute directly to Net Revenue 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 elevate our approach to delivering success to our global partner base, 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 point 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 develop cohesive strategies that prioritize partner success and drive revenue growth
- Executive Relationship Management: Build and nurture executive-level relationships within 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
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to meet the growing demand for accessible, efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional-share trading, giving retail investors access to US markets and offering innovative stock-reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. It is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Financial District, New York, NY
Leadership
Naureen Hassan
(CEO)Previously President of the Americas at UBS, was on the Board of Governors at FINRA and Partnership For New York City and was the First Vice President of the Federal Reserve Bank of New York.
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