Open to opportunities

Miranda Soeder

@mirandasoeder

Relationship management and client success professional with 10+ years supporting high-touch clients and complex workflows.

United States

Message

What I'm looking for

I’m looking to lead client success and relationship management for high-touch portfolios—serving as a trusted point of contact, coordinating onboarding and escalations, and partnering cross-functionally to deliver exceptional client experiences.

I’m a relationship management and client success professional with over ten years of experience supporting high-touch client relationships in fast-paced environments. I serve as a trusted point of contact, manage complex workflows, coordinate across teams, resolve issues proactively, and deliver exceptional client experiences.

In my current role as a Relationship Associate II at a wealth management firm, I act as primary relationship contact for a large portfolio of high-touch clients and manage onboarding coordination, transitions, and ongoing service needs while maintaining strong client trust. Previously, as a Client Relations Manager, I oversaw day-to-day client operations, led onboarding coordination and account transitions, and served as a key escalation and communication resource, including SEC audit preparation and compliance initiatives.

Experience

Work history, roles, and key accomplishments

Current

Relationship Associate II

Current

TCI Wealth Advisors

Jan 2021 - Present (5 years 6 months)

Serves as the primary relationship contact for a large portfolio of high-touch clients within a $5B AUM wealth management firm. Manages complex client requests and onboarding coordination, serves as a stabilizing point during advisor transitions, and tracks activity using Salesforce CRM and internal workflows.

Relationship Management Client Success Client Onboarding Operational Coordination Salesforce CRM Cross Functional Collaboration Stakeholder Management

Client Relations Manager

Allied Portfolio Management

Jan 2019 - Jan 2021 (2 years)

Oversaw day-to-day client operations and relationship support within a boutique wealth management firm with $148M AUM. Led onboarding coordination and account transitions, supported SEC audit preparation and compliance initiatives, and served as a key escalation and communication resource for clients and internal stakeholders.

Client Relations Operational Coordination Client Onboarding Account Transition SEC Compliance Escalation Management

Office Manager

Tanque Verde High School / TVUSD

Jan 2018 - Jan 2019 (1 year)

Central coordination point for staff, students, district personnel, vendors, and outside stakeholders in a high-volume office environment. Managed payroll records, scheduling, reporting, and vendor coordination, and supported communications such as newsletters and booster organizations per district policies.

Office Administration Scheduling Reporting Vendor coordination Stakeholder Management