Benefits at AdvisorEngine

The Relationship Manager will be responsible for building and managing relationships with Registered Investment Advisor clients, consulting with them on internal processes, and driving greater adoption of our software.

The Relationship Manager will develop and manage relationships with Registered Investment Advisor clients and help them maximize the value of our software. They will also consult with clients on their internal processes, identify opportunities to expand relationships, and deliver excellent client experiences. The ideal candidate will have experience in financial services and wealth management or investment advisory.

The IT Security Manager will oversee the deployment, maintenance, and support of IT systems, manage end-user services, lead project management efforts, coordinate technology implementations, and ensure security measures are in place for corporate assets and data.