Relationship Manager, Registered Investment Adviser Channel

Job overview

The Relationship Manager, Registered Investment Adviser (RIA) Channel role is listed for Cincinnati, OH or New York, NY. Compensation is not specified. The role serves a fintech client specializing in structured products and investment technology. The role exists to manage and expand relationships with RIAs across the United States, supporting client satisfaction, platform adoption, and new business development. It connects clients with Sales, Product, Engineering, and Implementation teams to support onboarding, integration, and access to investment offerings.

What you'll do

• Manage relationships with existing RIA clients
• serve as primary client contact
• build relationships with investment and operations stakeholders
• identify business development opportunities and support client acquisition
• collaborate on onboarding and platform integration
• provide expertise in structured products, annuities, investment solutions, and trading workflows
• monitor industry and regulatory developments
• represent the company at events and client meetings.

What we're looking for

Skills & competencies

relationship manager

ria channel

structured products

fintech

investment technology

client relationships

cincinnati oh

new york ny

business development

u.s. ria market

travel across the united states

Work arrangement

• Weekend coverage required

Why this role

Requires 5+ years in relationship management, institutional sales, client coverage, or business development in structured products, derivatives, or alternative investments; travel across the United States is required. Series 65 or 66, CFA, or CAIA is preferred.

About the employer

IT Accel, Inc is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.