JOIN OUR TEAM

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 customers. 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. Advisors are a critical part of our customer ecosystem. The Relationship Manager, Advisor Program, works with each organization and the individual advisors within them to drive successful adoption of and engagement with NextCapital solutions and to help them optimize their channel relationships for success.

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

WHAT YOU’LL DO

• Manage our portfolio of Financial Advisor customers, from initial sale through their adoption and use of NextCapital solutions with their customers and partners
• Establish relationships with customer stakeholders and executive sponsors to become a strategic trusted partner throughout the customer lifecycle by understanding the goals of their program
• Work with individual advisors within our customers to understand success from their perspective, establish shared outcomes, and identify and unblock barriers to that success
• Maintain expertise across the NextCapital solution portfolio to proactively guide our customers’ understanding and use of the platform
• Monitor adoption and engagement metrics to proactively consult with, nurture, and provide support to Advisors, partnering with our marketing and enablement teams to leverage and evolve best practices and develop effective resources for our Advisors and their customers
• Collaborate closely with the Relationship and Project Managers managing our Advisors’ channel partners to ensure alignment, effective communication, and seamless solution onboarding and launch
• Partner with the Director, Financial Advisor Channel, and Business Development to leverage insights to define the ideal Advisor profiles to inform our Advisor prospecting and pipeline activities
• Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our Advisor customers.
• Serve as the customer advocate to internal teams, communicating new business requirements and solution enhancement requests for improved customer experience.

WHERE THIS ROLE MAY LEAD YOU

• 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

Requirements

WHAT YOU’LL DO

• Manage our portfolio of Financial advisor customers, from initial sale through their adoption and use of NextCapital solutions with their customers and partners
• Establish relationships with customer stakeholders and executive sponsors to become a strategic trusted partner throughout the customer lifecycle by understanding the goals of their program
• Work with individual advisors within our customers to understand success from their perspective, establish shared outcomes, and identify and unblock barriers to that success
• Maintain expertise across the NextCapital solution portfolio to proactively guide our customers’ understanding and use of the platform
• Monitor adoption and engagement metrics to proactively consult with, nurture, and provide support to Advisors, partnering with our marketing and enablement teams to leverage and evolve best practices and develop effective resources for our Advisors and their customers
• Collaborate closely with the Relationship and Project Managers managing our Advisors’ channel partners to ensure alignment, effective communication, and seamless solution onboarding and launch
• Partner with the Director, Financial Advisor Channel, and Business Development to leverage insights to define the ideal Advisor profiles to inform our Advisor prospecting and pipeline activities
• Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our Advisor customers.
• Serve as the customer advocate to internal teams, communicating new business requirements and solution enhancement requests for improved customer experience.

Benefits

WHY YOU’LL LOVE IT

• Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
• Have a direct impact on the strategic 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
• Be part of and add to our company diversity + inclusion initiatives
• 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