DriveWealth
DriveWealth
DriveWealth is a fintech company that provides an API-based Brokerage-as-a-Service platform for businesses building investing into their products. Its technology enables banks, broker-dealers, asset managers, digital wallets, and consumer brands to offer access to US equities, ETFs, mutual funds, and options. The platform supports features such as fractional-share and dollar-based trading, helping B2B partners create more accessible investment experiences for customers worldwide.

Relationship Manager – Taiwan (Remote)

Manage fintech partner relationships across Asia while supporting trading operations and post-sales engagement. DriveWealth provides API-based access to global investing and trading markets.

Description

  • Oversee and improve partner relationships across the full post-sales lifecycle
  • Drive retention and revenue-growth initiatives that support net revenue retention and gross-margin expansion
  • Gather partner feedback and document structured business requirements
  • Track Asia-focused trading activity, identify operational irregularities, and escalate issues
  • Support trade operations through confirmation processing, settlement coordination, and issue resolution
  • Provide data-backed partner insights to the Head of Partner Management to help shape the product roadmap
  • Deliver responsive, high-touch post-sales support and partner engagement
  • Act as the primary relationship contact for assigned partners
  • Work across sales, finance, product, technology, and operations teams
  • Develop senior relationships with partner organizations and prospective clients
  • Represent partner priorities internally and coordinate the resources needed to address them
  • Share knowledge across teams and align departments to improve partner engagement

Requirements

  • At least five years of experience in customer success, account management, or a comparable client-facing role in financial technology
  • Five to ten years of experience supporting trading operations
  • Program management skills and the ability to adopt and use new technologies quickly
  • Professional fluency in written and spoken Mandarin and English
  • Cantonese proficiency is preferred
  • Strong time management skills and the ability to handle several partner engagements at once
  • A client-focused approach to relationship management
  • Demonstrated problem-solving ability and close attention to detail
  • Effective collaboration skills with cross-functional teams and external partners
  • Self-directed, proactive, and comfortable owning client relationships independently
  • Legal authorization to work in the country where the role is based at the time of application

Benefits

  • Competitive compensation package
  • Equity participation
  • 401(k) matching
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Disability insurance
  • Paid parental leave
  • Wellness reimbursement
  • Company-provided phone
  • Personal development allowance
  • Generous paid time off
  • Observed company holidays
  • Bonus eligibility
  • Subsidized benefits and employee perks

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