Relationship Manager

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh
* t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

The Relationship Manager (RM) at Advice Pay (AP) builds and manages trusted relationships with a portfolio of assigned customers, with a primary focus on customer health, retention, and expansion. If you love partnering closely with customers, demonstrating clear business value, and working directly with decision-makers, this is the role for you. The goal of the RM is to elevate Advice Pay from a software platform to a mission-critical business partner, helping customers successfully transform and scale their fee-for-service programs.

In this role, you’ll grow our existing enterprise business with minimal supervision, owning both the strategic and tactical oversight of customer account plans and renewals. The Relationship Manager drives revenue growth while ensuring the overall health and long-term success of customer relationships, making this an ideal role for someone who thrives on ownership, strategy, and building meaningful partnerships.

• Own Advice Pay’s enterprise customer renewal process from start to finish by proactively managing, monitoring, and executing customer renewals, ensuring timely and successful contract renewals.
• Develop, execute, and share account plans to bolster long term retention and maximize lifetime value for Enterprise customers, ensuring CSMs and all other relevant stakeholders are aware of account plans and goals.
• Serve as the subject matter expert on Enterprise customer contracts, maintaining a deep understanding of existing contracts.
• Responsible for drafting renewal contract and/or amendment documents, negotiating renewal terms, and navigating contractual red lines.
• Responsible for identifying at-risk customers and working cross-functionally to resolve issues and drive customer satisfaction.
• Develop and implement strategies for identifying opportunity space within existing accounts and developing account plans to drive expansion.
• Track and report on expansion opportunities associated with existing customers.

• Serve as AP's strategic partner for your assigned customer portfolio by cultivating and maintaining meaningful relationships with key stakeholders.
• Liaise with Advice Pay’s Customer Success Managers to ensure Customer Success Plans are developed, refined, and utilized to help our customers achieve their stated business goals.
• Proactively identify and create impactful…