Relationship Manager - Financial Services, North Hills, NC

Own and manage a portfolio of Core RIA client relationships by maintaining structured engagement cadences and monitoring health indicators like product adoption, engagement trends, and support patterns. Drive increased adoption of key platform capabilities including Performance Reporting, Trading, and CRM through scaled business reviews and value-based conversations focused on workflow efficiency and firm growth. Proactively identify risk signals to execute retention strategies, own renewal conversations, and develop structured save plans for at-risk accounts while pursuing expansion opportunities such as additional advisor teams and cross-selling new products. Partner closely with Support, Consulting, Product, and Sales teams to address client needs and coordinate larger expansion motions, escalating high-risk accounts as needed. Execute a tiered engagement model using CRM and automation tools to manage volume efficiently, conduct group webinars for clients, and maintain accurate account documentation and renewal forecasting.