Relationship Manager of Strategic Partnerships

| Charlotte, NC | Hybrid
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Adhesion is a $7bil Managed Account Platform designed for Registered Investment Advisors (RIA) who are looking to bring their clients - and their businesses - to the next level. We passionately believe in the RIA community, the fiduciary model and doing whatever it takes to raise the bar in the delivery of conflict-free, fee-based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over a decade.

Position Overview

Adhesion’s rapid growth has led to the need to examine, strengthen, and influence custodian and other third-party partnerships to enhance the journey of a newly signed client to bring assets onto the Adhesion platform. The Relationship Manager of Strategic Partnerships role is a new position that will rely on candidate’s abilities to influence, persuade, navigate ambiguity with structured tact, and activate and advocate for new client relationships in onboarding to Adhesion.  This role will be responsible for identifying challenges within new client onboarding, critically think and coordinate solutions with custodians, and drive results in faster account aggregation, deeper client integration, and better client experiences.  This candidate will be expected to coordinate internal activities between sales, account relationship managers, systems, and service.  Examples of these activities include ensuring sales discovery is complete, expectations are achievable and set, custodian and legal requirements are met, new firms are technically configured properly, and investment strategies are made and scaled across accounts. 

This role will assume lead on custodian requirements and other strategic partner relationships while also serving as the face of Adhesion for RIA operation staff during initial setup.  They will consult to seek process enhancements to our onboarding workflow.  Additionally, they will supplement project management with personal contributions as a trainer to our platform.  As a trainer, they should be familiar with managed accounts, practice benefits and other key advisory concepts so they may communicate in a professional and credible fashion. 

The ideal candidate should have experience managing business to business partnerships, be a confident public speaker, have a track record of driving accountability and results as a project manager, possess a creative yet disciplined process improvement approach, and be well-versed in managed accounts and custodian setup and enrollment processes.

Essential Duties and Responsibilities include the following.  Other duties may be assigned.

  • Manage onboarding projects to ensure timely AUM on platform after signing initial Adhesion agreement.
  • Facilitate handoffs from sales to account managers while ensuring a clients’ onboarding experience is organized, efficient, and welcoming
  • Become familiar with custodian processes, requirements, and opportunities to enhance our partnership
  • Diagnose stuck deals and process improvement opportunities within our onboarding processes
  • Set up the firm/branch profiles and owns operational components in our CRM system
  • Assist with training new advisors who just joined Adhesion: acting as their first impression as an Adhesion client
  • Support in creation of training strategies, initiatives, and materials
  • Coordinate and monitor enrollment, schedules, costs, and equipment

Qualifications:

  • 4-year Undergraduate Degree
  • Experienced project manager
  • Excellent communication skills
  • Polished and professional writing style
  • Excellent interpersonal skills
  • Works well in a fast-paced environment, ability to problem solve
  • Proficient with Windows and Microsoft programs (Outlook, Excel and PowerPoint), Salesforce experience preferred
  • LEAN and six sigma backgrounds a plus

Adhesion is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Adhesion 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.

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An Insider's view of Vestmark, Inc.

What are some social events your company does?

The Vestmark Fun Committee has hosted various virtual games, ping-pong/pool tournaments and baseball game outings that I’ve participated in and truly enjoyed. It boosts company morale and gives me the opportunity to get to know the fun and silly side of my coworkers from my own team as well as those from other departments.

Joan

Manager, VAS Trading

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Principal Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Senior Director, Engineering

How do you collaborate with other teams in the company?

We have learned to meet over Zoom as well as utilizing channels and direct messages in Slack. Today, as a hybrid office, we have more tools at our disposal to collaborate cross functionally. A great example would be with Slack channels having organized conversation, including files, graphics, and links makes for information readily available.

Thomas

Staff Project Manager

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Open door policy
OKR operational model
Team based strategic planning
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability insurance
Dental insurance
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision insurance
Health insurance
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance bonus
Charitable contribution matching
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous parental leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Family medical leave
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Return-to-work program post parental leave
Company sponsored family events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Vestmark hosts company events throughout the year.
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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