Amplify Hiring for Financial Platform Relationship & Onboarding Manager Job at Scottsdale, AZ Full Time

Amplify is seeking a Client Relationship & Onboarding Manager to help lead client-facing teams focused on delivering exceptional service to our partners.

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Client Relationship & Onboarding Manager

The Client Relationship & Onboarding Manager manages customer relationships from initial engagement through onboarding and production servicing to ensure the customer achieves success with the Amplify platform, and maximizes their return on investment. This critical hands-on position includes both the operational and tactical aspects of client servicing, as well as relationship management. The successful candidate must have high energy and excellent client-facing skills, and must be organized, very detailed, and possess skills to consistently follow up on Amplify matters. Additionally, the successful candidate must be intelligent, personable, creative, an individual worthy of client trust, and committed to client satisfaction and success.

Specific responsibilities include, but are not limited, to:

• Lead account management or onboarding teams, as assigned, coordinate or support the onboarding of new clients, manage day-to-day interactions with multiple client relationships, and drive quarterly business reviews with clients
• Cultivate client relationships and support/manage client sentiment
• Improve and maintain client satisfaction and client adoption of the Amplify platform
• Ensure client service levels are met and manage client reporting
• Coordinate the annual Net Promoter Score (NPS) client survey and follow-up action items
• Champion inquiry issues raised by clients and follow through to ensure that client-facing problems and issues are addressed
• Manage client escalations
• Act as liaison across different business functions
• Maintain formal documentation of Account Management Best Practices
• Oversee client incidents making sure the final incident report is client-ready timely, detailed, and describes resolution and action plan to prevent reoccurrence with reasonable level of detail.
• Proactively maintain a expert level of Amplify product knowledge and awareness of applicable technology changes.
• Champion and clearly communicate the needs of the client to the Amplify Products Team.

Required Experience and Skills

• Bachelor’s degree in a relevant field required
• At least 5-10 years of account management experience with at least 4 years in a personnel management capacity
• Solid understanding of the investment management industry, especially in wealth management and separately managed accounts, and demonstrated success working with financial firms & advisors
• Understanding of wealth technology such as, trading, performance reporting, risk, digital onboarding (experience with Financial Tech Platforms or Turnkey Asset Management Platforms (TAMPS) is a big plus
• Business acumen with a proactive, passionate, and creative approach to looking after the needs and concerns of clients
• Confident and effective leader and mentor, including earning respect and cooperation of Amplify & cross-functional teams, colleagues, and clients
• Confidence to be an honest client advocate, willing to push back when needed
• Humble leader who checks their ego at the door and can effectively serve as a player coach by doing what is necessary to drive success
• Ability to identify and resolve complex issues and problems at both a commercial and operational level
• Ability to effectively deal with all levels of client organizations (Senior & Middle Management, & staff)
• Ability to cultivate trust and credibility with peers and maintain strong working relationships with all levels and functions of the company
• Exceptional organizational, project management, communication, and presentation skills; shares appropriate information to keep people informed
• Results oriented, self-motivated, able to organize, plan, prioritize and work with a complex schedule of events and activities
• Loyal, sophisticated, positive, hard-working, energetic, and collaborative

Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Amplify prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

Salary: Minimum $70K, with final to be discussed during interview process

Bonus: Quarterly bonus based on growth of company

Benefits: Health Insurance, Dental Insurance, Vision Insurance

Paid Time Off, 401(k), Short-Term Disability, Long-term Disability, & Life Insurance

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Relocation assistance
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Scottsdale, AZ 85254: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Experience:

• Investment management: 4 years (Preferred)
• working with advisors and RIA’s: 2 years (Required)
• Wealth Management Tech Platforms: 3 years (Required)
• Pershing Custodial: 1 year (Preferred)
• personnel management: 2 years (Preferred)

Work Location: One location