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Relationship Manager, Taiwan
Drivewealth Technologies LLC · 🌍 APAC - Remote · Remote
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Sponsor Radar — Drivewealth Technologies LLC
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About the role
About Us DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options. There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing! About the Role The 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. What You’ll Do • Execute on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book. • Act as a critical conduit for capturing the partner voice and structured requirements. • Trade monitoring and support for Asia-related trading activities—proactively monitor trading flows, flag operational anomalies, and escalate issues to appropriate teams to ensure seamless execution for our Asia partnership base. • Provide 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. • Deliver 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: Shape, define, and elevate 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: Cultivate robust relationships with assigned partners, serving as their primary point of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners' needs at scale. • Cross-functional Collaboration: Collaborate 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: Build and nurture executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives. • Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners