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DriveWealth is a global B2B fintech platform democratizing access to financial markets through an API-based infrastructure. The company enables partners worldwide to offer seamless investing and trading experiences, covering US equities, mutual funds, ETFs, fixed income, and options.
The Relationship Manager role is pivotal to DriveWealth's strategic growth in Asia. You will manage and optimize a portfolio of partner relationships, ensuring commercial health, operational stability, and long-term retention throughout the post-sales lifecycle. This position balances partner delight with disciplined account governance and translates partner management strategy into high-performance execution.
Key responsibilities include:
- Execute revenue expansion and retention strategies to drive Net Revenue Retention (NRR) and gross margin expansion across your assigned partner book
- Act as a critical conduit for capturing partner voice and structured requirements
- Monitor Asia-related trading activities, proactively flag operational anomalies, and escalate issues to appropriate teams
- Provide comprehensive trade support and operational assistance, including trade confirmation processing, settlement coordination, and troubleshooting
- Deliver data-driven partner feedback to the Head of Partner Management to influence product roadmap alignment
- Shape and elevate the approach to delivering success to the global partner base with exceptional post-sales experiences
- Cultivate robust relationships with assigned partners, serving as their primary point of contact
- Collaborate closely with internal teams (sales, finance, product, technology, operations) to develop cohesive partner success strategies
- Build and nurture executive-level relationships within partner organizations
- Establish mutual accountability between the Relationship Management team and partners
- Foster collaborative team environment through knowledge sharing and cross-departmental coordination
The role emphasizes AI-curious mindset—you should be proactive about leveraging emerging tools to increase signal quality, reduce friction, and improve outcomes.
REQUIREMENTS:
- 5+ years of experience in customer success management, account management, or similar customer-facing roles within financial technology industry
- 5-10 years of trade support experience
- Proficiency in program management with demonstrated ability to quickly adapt to and leverage new technologies
- Fluency in Mandarin and English (written and verbal) required; Cantonese fluency preferred
- Strong time management abilities with capacity to prioritize and manage multiple partner engagements concurrently
- Client-centric mindset with 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
