Relationship Manager, Taiwan
drivewealthDenver, CO
Relationship Manager, Taiwan
drivewealthDenver, COLead L6
Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Relationship Manager, TaiwanThe 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.
Responsibilities include:
Executing on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book.
Acting as a critical conduit for capturing the partner voice and structured requirements.
Trade monitoring and support for Asia-related trading activities—proactively monitoring trading flows, flagging operational anomalies, and escalating issues to appropriate teams to ensure seamless execution for our Asia partnership base.
Providing comprehensive trade support and operational assistance—including trade confirmation processing, settlement coordination, and troubleshooting to support both Relationship Manager coverage and broader Asia trading operations.
Delivering 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: Shaping, defining, and elevating 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: Cultivating robust relationships with assigned partners, serving as their primary point of contact. Utilizing data-driven insights to innovate and tailor solutions that cater to partners' needs at scale.
Cross-functional Collaboration: Collaborating 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: Building and nurturing executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives.
Accountability and Advocacy: Establishing 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: Fostering a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.
Qualifications include:
5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry.5-10 years of trade support experience.
Proficiency in program management, with a demonstrated ability to quickly adapt to and leverage new technologies.
Fluency in Mandarin and English (written and verbal) required. Fluency in Cantonese preferred.
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.
Locations:
This role is open to candidates in the following locations: Seoul, South Korea (Hybrid Office + Remote); Taiwan (Remote); or Hong Kong (Remote)
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Level
Lead L6
Location
Denver, CO
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today