Relationship Manager (Chicago/Denver)

| Chicago | Remote
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At NextCapital, our Relationship Managers channel our expertise, resources, and commitment to our customers’ success to scale adoption, create forecastable growth, and ensure our customers’ long-term success with us. We partner with our customers to unlock the solution and market strategies that will deliver better outcomes for their clients and partners. We want to make customers for life who become our best channel for growth through references and expansion.

We’re disrupting a market, which means we need strong Relationship Management to leverage best practices while encouraging iteration and learning. This role will define and evolve key account strategies to broaden our reach across and deeper into our growing enterprise customer account base. The ideal candidate will have experience managing complex accounts, understand software adoption lifecycles, lean on data and insights, and work effectively with cross-functional teams (internally and within our customers) to enable our customers’ long-term success while informing and aligning with NextCapital’s strategic direction and initiatives.

***At this time, NextCapital does NOT offer future work sponsorship***


  • Manage a portfolio of 2-4 of NextCapital’s strategic accounts, from initial sale through their adoption and long-term success with NextCapital solutions
  • Establish a relationship with customer stakeholders and executive sponsors to become a strategic trusted advisor by understanding key business drivers and defining shared outcomes and success
  • Develop and manage strategic account plans and business reviews that can be used to create internal and customer alignment with desired outcomes
  • Identify, develop, and close solution expansion opportunities, partnering with Business Development and NextCapital executive sponsors to maximize growth potential while ensuring a frictionless experience for our customers
  • Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our customers and to inform and maintain strategic alignment
  • Work with our Customer Success Services, Solution Architecture, and Product Design teams to identify opportunities to serve the customer in a way that expands and optimizes their use of NextCapital’s platform and solutions
  • Work cross-functionally to identify and analyze success drivers and areas of risk, and partner with stakeholder leadership within CS, Sales, and Product to implement continued improvements across the customer lifecycle
  • Nurture and identify customer references for use in sales, product, and community activities
  • Work with Customer Success, Product, Client Operations, and Business Development to institutionalize the voice of the customer and other closed-loop customer feedback programs
  • Collaborate closely with the Relationship and Project Managers managing our channel partners to ensure alignment, effective communication, and seamless solution onboarding, launch, and successful adoption of solutions
  • Proactively manage and own the renewals process from start to closure


  • Growth within Relationship Management to oversee a portfolio of our largest financial partners, growing their footprint to multi-billion dollar accounts
  • Senior management visibility to influence Advisor channel and solution strategy
  • Cross-functional movement into Business Development, Solutions Architecture, Product Management, or Customer Experience



  • You have 3-5 years of experience in enterprise account management, Customer Success, or a related role with revenue accountability, ideally in a SaaS environment
  • You have highly effective communication skills: you are able to translate complex issues in an understandable way to C-level executives and to a diverse array of internal and external stakeholders.
  • You have excellent written, verbal, and presentation skills.
  • You are focused on data and metrics to garner insights and deliver value.
  • You are a quick learner and tend to approach the unknown with creativity and curiosity.
  • You have demonstrated the ability to handle difficult customers or situations under pressure and can drive to resolutions.
  • You have the willingness and ability to have uncomfortable conversations, internally and with our customers, that build trust, candor, and the paths for mutual success.
  • You can build and nurture relationships with multiple stakeholders at your customers to solidify our partnership and commitment to their success.
  • You can demonstrate empathy and a unique ability to understand customer needs.
  • As a nice to have, you understand the value chain of Retail Wealth management and the Defined Contribution marketplace or have had some exposure to working in the Financial Services industry.
  • It would be a plus if you have experience with SFDC; account management or Customer Success software.



  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Have a direct impact on the growth and scale of the company
  • Enjoy a laid back work environment & learn from FinTech’s best & brightest
  • Receive great benefits like stock options, 401(k) match, and top notch health benefits
  • As the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), company outings, wine tastings, fantasy sports leagues, hackathons and other fun events
  • Relax with monthly, company wide, guided meditation sessions
  • Participate in women in tech events and service days at local organizations
  • Enjoy “Summer Hours” whereby our firm is ‘closed’ every Friday afternoon from April 23, 2021 through Labor Day
  • Enjoy the flexibility of working fully remote, partially remote, fully physical, or a mashup of each. And whatever you choose, enjoy a newly built-out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • And, yes, in our physical space, you can sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • AWSLanguages
    • ReactLibraries
    • SinatraLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • ConfluenceManagement
    • JIRAManagement
    • SalesforceCRM


Located on Michigan Avenue, right across the street from Millennium Park and Pritzker Pavilion with an unobstructed view of the lake.

An Insider's view of NextCapital

What's the biggest problem your team is solving?

My team works on various problems. One that I am working on right now is enabling automated testing for users enrolled in workplace plans, ensuring that testers can create users with plans, as well as creating an automated enrollment process.


Software Engineer II

How has your career grown since starting at the company?

I started at NC as a FullStack Product Designer, which gave me insight into how models form NC’s stack – driving creation of features with value to partners. Then, I moved into leadership by owning the ideation of individual features and facilitating their scoping, design, and development. Now, I’m managing an Agile team for delivery of milestones.


Delivery Manager

What’s the vibe like in the office?

NextCapital's offices are very open and collaborative spaces. The environment complements our corporate culture and reflects part of our mission to be transparent.


Platform Engineer

What are NextCapital Perks + Benefits

NextCapital Benefits Overview

NextCapital offers phenomenal healthcare benefits, as well as flexible work hours (core business hours are between 9:30-4:00), a super relaxed dress code, and a generous PTO policy that includes unlimited sick days and work-from-home opportunities (so long as you get prior manager approval). A liberal parental leave policy for new parents is also in place.

With an on-site gym just one floor down, it's easy to stay active if you want to step away from your standing/sitting desk for a bit - or walk across the street to Millennium Park to take in the glory of the bean during your lunch break.

Other fun perks include beer and kombucha on tap, as well as espresso. Awesome company events like happy hours, intramural sports leagues (softball, bowling, and volleyball), and poker, board games, and euchre nights will be on your calendar. Come join in on the fun!

Friends outside of work
Eat lunch together
Intracompany committees
- DIVE - Diversity, Inclusion, Values, Equity - Monthly Women's Lunches
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Unconscious bias training
Unconscious bias awareness is a part of our interview training.
Diversity Employee Resource Groups
DIVE Group - Diversity, Inclusion, Values, & Equity
Hiring Practices that Promote Diversity
Diverse hiring panel, removal of candidate photos, unconscious bias training of the hiring team, rubrics & scorecards to allow objective evaluations and identify potential bias
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
NextCapital employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
We participated in the JP Morgan Corporate Challenge this year! And with a gym right downstairs, it's convenient to exercise alongside your teammates! We also host a guided weekly meditation session.
Retirement & Stock Options Benefits
401(K) Matching
NextCapital provides employees with a 401(k) matching plan. We match 5% of contributions up to 5% of an employee's annual gross pay.We
Company Equity
NextCapital offers stock-options through its employee profit sharing program, including vesting over a four-year period. Every employee is offered stock-options as a part of their initial offer!
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 4 weeks of parental leave for the primary caretaker. After that, you can come back part time or work from home to ease back into things. 2 weeks for the secondary caretaker.
Flexible Work Schedule
Core hours are from 9:30 am to 4:00 pm. As long as you are online and available during that time and get your 40 hours in - you can arrive and leave the office whenever suits your schedule.
Remote Work Program
Our remote work program includes unlimited opportunity to work from home. We are a collaborative environment, but feel free to work remote on occasion, so long as you get prior manager approval.
Family Medical Leave
All employees receive 5 days of family sick time.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Generous PTO policy and Summer Hours from mid-April to Labor Day weekend every Friday
Paid Holidays
Paid Sick Days
Employees receive unlimited sick days.
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Recreational Clubs
NextCapital sponsors seasonal Intramural sports (bowling, softball, volleyball), as well as weekly euchre nights and occasional board game and poker nights. There are also book and film clubs.
Relocation Assistance
Fitness Subsidies
There is a gym onsite with a one-time fee of $100.
Home Office Stipend for Remote Employees
New and current employees are reimbursed for any office supplies/furniture that is needed for their home office.
Professional Development Benefits
Job Training & Conferences
All new employees become graduates of NextCapital University. NCU is a week-long crash course-load of information that will set you up for success here at NextCaptial.
Diversity Program
Lunch and learns
NextCapital hosts brown-bags on a variety of topics as they come up.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring. On day one you will be given an individual mentor who will work very closely with you for your first 30+ days.
Time allotted for learning
NextCapital allows employees to set aside 10% of working hours for learning.

Additional Perks + Benefits

120 degree sit/stand modular desks. Awesome work/life balance. Local coffee, espresso, cold brew/iced tea, and beer. Stock options for every employee. A generous Parental Leave Policy.

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