DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
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.
What You’ll Do
- 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.
What You’ll Need
- 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
We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York and Chicago teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave.
Work AuthorizationApplicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.
For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.
How We Think About AIWe leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.
CompensationPay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.
Equal Employment OpportunityTo build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply.
Agency DisclaimerDriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.
What We Do
Over the past ten years, DriveWealth has been breaking down the barriers between global investors and U.S. markets and improving the financial lives of people that have been traditionally underserved and underbanked. We’ve built patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015.
Why Work With Us
DriveWealth is growing quickly, and we need your help! This year we plan to getting close to doubling our headcount. We've raised over $100M so far from seasoned fin-tech investors Route 66, Point 72, and Raptor.
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