---
title: 'Client Relationship Manager at RFA'
canonical: 'https://feeny.ai/job/client-relationship-manager-rfa-new-york-fpzzjyt4sf80'
type: 'job'
last_seen: '2026-11-04'
---

# Client Relationship Manager at RFA

- **Company:** RFA
- **Location:** New York, NY
- **Work type:** hybrid
- **Posted:** 2026-09-15
- **Last confirmed live:** 2026-11-04
- **Apply:** https://jobs.lever.co/rfa-2/21ec90cb-b61d-42d1-827b-6a969aef864b

## Job description

Our ideal candidate will be a strategic, execution-oriented Client Relationship Manager with experience in a Technical Account Managerial role with a focus in Information Technology. In addition to staying abreast of industry trends, RFA’s competition and best practices, they will help build and manage existing accounts by striving to understand clients’ overall business requirements and technology needs.

## Responsibilities

- Proactively identify and engage current and potential clients utilizing various sales methods including email, trade shows, and social media.
- Gain a clear understanding of clients' overall business and IT strategies; effectively communicate to RFA design team to develop solution-based roadmaps addressing client needs.
- Develop client-specific strategies to identify and address client’s needs, while staying abreast of new opportunities to align client’s future requirements with RFA’s product set.
- Liaison with all relevant business units to secure resources required to complete task/s on time and on budget; work with marketing initiatives by providing relevant client feedback.
- Plan and lead presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve client issues; demonstrate positive ROI of investment/s when necessary.
- Collaborate across departmental lines to promote outstanding client service.
- Negotiate contractual terms and conditions including price, payment terms and deliverables.
- Maintain client database entering all relevant information on a daily basis including new sales opportunities; maintain competitor profiles.
- Able to work under pressure and meet deadlines (willingness to work extra hours when needed).
- Be the point of contact when handling escalation requests.
- Attend network and client event functions during and after business hours.

## Qualifications

- Account Management/Client Development experience in a consultative, solution-based environment.
- Must have project management experience including cost management and basic accounting calculations.
- Able to review and track new opportunities for the organization.
- Solid understanding of Technology required (cloud, storage, infrastructure, and desktop).
- Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with clients and internal project stakeholders.
- Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with minimal supervision.
- Strong business, organizational, and verbal and written communication skills.
- Able to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner.
- High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint)
- Bachelor’s degree or equivalent level of experience

## About RFA

## Company Overview
- **One-liner**: RFA is the first AI-native technology partner for finance, delivering managed IT, cybersecurity, cloud, and AI services to regulated industries, with deep specialization in alternative investments.
- **Entity Type**: Private (acquired by Titan in 2025; Titan backed by a $74M round led by General Catalyst)
- **Headquarters**: London, UK (global HQ) with major presence in New York, USA; offices across North America, Europe, and Asia-Pacific
- **Founded**: 1989
- **Founders**: Richard Fleischman (as Richard Fleischman & Associates)

## Core Business
- **Primary industries**: IT services, cybersecurity, managed cloud, and AI for financial services and other regulated industries
- **Target customers**: B2B – hedge funds, private equity firms, asset managers, and other regulated financial institutions
- **Mission/purpose**: To be the technology partner finance has trusted since 1989, delivering secure, AI-augmented operations for fast-moving, highly regulated organizations

## Products & Services
- **Managed AI**: Governed AI agents that augment human experts, built on the Titan platform, with automation, monitoring, and analytics embedded into IT operations.
- **Managed Cybersecurity**: 24/7 SOC, managed detection and response, and vCISO leadership – security is baseline for every service.
- **Managed IT Services**: End-user support, network solutions, and system management with proactive issue resolution.
- **Managed Cloud**: Azure, AWS, and Microsoft 365 managed as a single estate with resilience and cost control.
- **Compliance & Advisory**: Security leadership on tap, plus a control environment built to meet investor DDQ and regulatory exam requirements.
- **Development**: Data warehouses on Snowflake or Databricks, modelled in dbt, with reporting and applications on top.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (Titan’s $74M funding round valued the platform, but RFA’s standalone valuation is not available)
- **Key Metric**: Annual revenue of **$123.3M** (LinkedIn estimate); supports **$1.5T+ in client AUM** across **700+ financial firms**
- **Notable Investors/Partners**: General Catalyst (lead investor in Titan); Titan’s team includes engineers from Scale AI, Vanta, and Two Sigma
- **Growth Signals**: Acquired by Titan in 2025 (covered by Wall Street Journal); employee headcount of 203 (+5.2% YoY); global presence in 14 locations across 19 countries

## Competitive Advantages
- **AI-native MSP**: The Titan platform embeds governed AI agents into every service, differentiating from traditional MSPs.
- **Deep regulatory specialization**: Built specifically for capital markets and alternative investments – controls, documentation, and reporting meet investor DDQ and regulatory exam requirements.
- **Security-first foundation**: 24/7 SOC and vCISO leadership are included in every engagement, not added as an afterthought.
- **Global coverage with local compliance**: Offices in North America, EU, and Asia-Pacific ensure consistent service and regulatory adherence across jurisdictions.

## Strategic Focus
- Expanding the AI-native platform to further automate IT, security, and compliance for financial firms.
- Deepening specialization in alternative investments (hedge funds, private equity).
- Scaling the Titan platform to new regulated industries while maintaining security and governance at the core.

## Why Work Here
- **Culture**: Emphasis on internal promotions, continuous professional development, and long-standing team bonds.
- **Work model**: Hybrid and remote options available (some roles on-site in London, New York, India, etc.; global remote roles exist).
- **Notable perks**: Opportunity to work at the intersection of AI, cybersecurity, and finance; be part of a newly AI-native organization backed by top-tier VC (General Catalyst); access to a global team across 19 countries.
- **Engineering culture**: Augmented by the Titan platform – engineers work with AI agents, cloud infrastructure, and security systems in a regulated environment.

## Sources
1. [RFA Official Website](https://www.rfa.com/)
2. [RFA About Page](https://www.rfa.com/about-us)
3. [RFA Careers Page](https://www.rfa.com/careers)
4. [RFA Jobs on Lever](https://jobs.lever.co/rfa-2)
5. [RFA LinkedIn Profile](https://www.linkedin.com/company/rfa)

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