Client Manager
1 month ago
Job DescriptionWho You'll Work With:The Client Manager (CM) resides within AB's Institutional Client Service team. This role will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. The CM will partner with Consultant Relations Directors to position AB's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing investment ratings alongside sales partners. To be successful across all aspects of the role, the CM should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB's clients. This role is based in Nashville, TN.What You'll Do:Specific responsibilities will include but are not limited to:Supporting Consultant Relations Directors whose objective is to build and deepen relationships with institutional investment consultants.Delivering high-quality service to institutional investment consultants, responding to requests in a timely and efficient manner.Gaining a clear understanding of Consultants and their clients' servicing requirements and acting as a resolution point for outstanding issues.Conducting thorough meeting preparation: researching consultant firm in advance of each meeting (including use of 3rd party tools such as Preqin, eVestment, Market Lens), producing pre meeting memos, coordinating and participating in prep calls with Portfolio Management teams and other key internal teams, and finalizing meeting materials.Coordinating all meeting follow-ups; liaising with internal teams (business development, operations, legal & compliance) to ensure consultant needs are met.Partnering with internal teams to respond to Requests for Proposal/Information, Due Diligence Questionnaires, and Portal requests.Coordinating/scheduling meetings and conference calls with consultants as needed.Leveraging the firm's intellectual capital (white papers, conferences, and webinars) and maintaining marketing interests to proactively distribute collateral as available.Partnering with client service teams to ensure accurate consultant records are maintained in SalesForce.What We're Looking For:Bachelor's degree, preferably in Finance, Economics, or Marketing, and an excellent academic record.Track record of outstanding performance and achievement.2-5 years of experience in the financial services industry.A results-orientated self-starter who can quickly understand client/consultant needs and focus on commercial delivery.Good organizational skills, ability to manage own priorities and meet hard deadlines.Ability to network and develop long-term relationships with clients/consultants and internal partners.Technical knowledge and/or genuine interest in the Institutional market, asset classes and associated competitive landscape.A belief that client is first and the ability to influence and lead others to prioritize in that way.Ability to collaborate across all levels of the organization.Exceptional verbal, written communication, and presentation skillsFluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, and eVestment a plus.Series 7 License, or ability to obtain within 6 months of joining.Company Description:As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.With over 3,700 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we're looking for unique voices to help lead us forward. If you're ready to challenge your limits and build your future, join us.Nashville, Tennessee
-
Client Relationship Manager
2 weeks ago
Nashville, Tennessee, United States Jobot Full timeA distinguished Marketing & Advertising firm is seeking to enhance its Accounts Team by bringing on a Client Relationship Manager to support their expanding portfolio of clients.About the Role: This role is pivotal in fostering strong client relationships and delivering exceptional service. The firm is dedicated to harnessing the power of Brand Experience,...
-
Client Relationship Manager
2 weeks ago
Nashville, Tennessee, United States Jobot Full timeJob DescriptionA leading Marketing & Advertising firm is seeking a Client Relationship Manager to play a pivotal role in their accounts team, catering to a diverse and expanding clientele.Salary: $55,000 - $65,000 per yearAbout Us:A premier Marketing & Advertising firm is on the lookout for a Client Relationship Manager to enhance their accounts team, which...
-
Client Relations Manager
2 weeks ago
Nashville, Tennessee, United States MGA Homecare Full timeJob OverviewThe Client Services Manager (CSM) plays a pivotal role in nurturing and managing relationships with designated clients and field personnel to swiftly address challenges and concerns. This position oversees all non-clinical facets of care delivery, which includes managing authorized hours, vetting potential candidates, and facilitating...
-
Client Success Manager
1 week ago
Nashville, Tennessee, United States Industrial Full timeJob OverviewAt Industrial, we are recognized as a premier agency known for our cutting-edge approach to B2B marketing. Our accolades, including multiple awards for being one of the best workplaces, highlight our dedication to innovation and excellence. We cultivate a culture that prioritizes strategic partnerships, creative solutions, and the success of our...
-
Client Success Manager
1 week ago
Nashville, Tennessee, United States Industrial Full timeJob OverviewAt Industrial, we are recognized as a leading agency known for our innovative strategies in B2B marketing. Our accolades, including multiple awards for being one of the best workplaces, reflect our dedication to excellence and creativity. We foster a culture that prioritizes strategic partnerships, innovative solutions, and the success of our...
-
Client Success Manager
2 weeks ago
Nashville, Tennessee, United States Industrial Full timeJob OverviewAt Industrial, we are recognized as a leading agency known for our innovative strategies in B2B marketing. Our accolades, including multiple awards for being one of the best workplaces, reflect our commitment to excellence and creativity. We foster a culture where strategic partnerships and client success are paramount.We are currently seeking a...
-
Client Success Manager
1 week ago
Nashville, Tennessee, United States CorVel Corporation Full timeThe Account Manager plays a pivotal role in fostering relationships with clients at an executive level, serving as a representative of the client’s interests. This position involves understanding and articulating the expectations set forth, ensuring alignment with field operations, and enhancing the business's market presence through superior service...
-
Executive Client Manager
3 months ago
Nashville, United States Advocate Capital, Inc. Full timeExecutive Client Manager Excellent earning potential in a profitable, growing company! About UsFounded in 1999, we are a team of businesspeople who are passionate about helping plaintiffs’ attorneys get even better results for their clients, mainly through our Case Expense Funding product. As 7th Amendment Advocates, we are always looking for ways to...
-
Client Service Manager
1 month ago
Nashville, United States MGA Homecare Full timeJob DescriptionJob DescriptionCompany DescriptionAt MGA Homecare, we strive to provide inclusive and comprehensive healthcare services to our patients and their families. For over a decade, we have been offering Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services in the home and community-based...
-
Client Services Manager
3 weeks ago
Nashville, United States Comrise Full timeContract- 6 MonthsAs part of the Marketing Services Organization (MSO) the Client Services Specialist II will be focused on project intake and workflow management to deliver on efficient and optimized shared services operations. This position will be responsible for facilitating marketing shared services at scale by coordinating the daily operations of a...
-
Client Relationship Manager
1 week ago
Nashville, Tennessee, United States Jobot Full timeJoin Our Team as an Account Manager!Jobot, a leading firm in the Marketing & Advertising sector, is on the lookout for a skilled Account Manager to enhance our vibrant team. Our commitment lies in providing outstanding brand experiences and pioneering solutions tailored to our varied clientele.As a pivotal member of our accounts division, the Account Manager...
-
IT Services Manager
2 weeks ago
Nashville, United States Nashville IT Solutions Client Full timeJob DescriptionJob DescriptionExodus HR Group is facilitating the search to fill an IT Services Manager role for a local Greater Nashville IT solutions client to lead IT staff and enhance client-facing and internal operations. In this role, you will be responsible for overseeing IT staff performance, achieving defined performance standards, and analyzing...
-
Private Client Manager
5 months ago
Nashville, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Manager, Private, Client Relations, Relationship, Client, Banking, Business Services
-
Client Service Manager
2 days ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleThe Client Manager will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. This role will partner with Consultant Relations Directors to position AllianceBernstein's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing...
-
Client Acquisition Manager
7 days ago
Nashville, Tennessee, United States Drive Social Media Full timeAbout Drive Social MediaDrive Social Media is a leading advertising technology company that provides innovative solutions to help businesses grow and expand. As a Business Development Representative, you will play a crucial role in driving our company's success by identifying and acquiring new clients.Key ResponsibilitiesProspect and engage with 25 small to...
-
Client Service Manager
6 days ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleThe Client Manager will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. This role will partner with Consultant Relations Directors to position AllianceBernstein's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing...
-
Client Relationship Manager
2 days ago
Nashville, Tennessee, United States AllianceBernstein Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Manager to join our Institutional Client Service team at AllianceBernstein. As a key member of our team, you will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors: Partner with...
-
Client Relationship Manager
4 months ago
Nashville, United States Newcourse Communications Full timeJob DescriptionJob DescriptionDuties: *Primarily responsibilities are to serve as a liaison and facilitator between assigned clients and Newcourse to ensure product needs and service level agreements are adequately maintained. Must be able to maintain relationships with all levels of client’s staff and management.* Preparation of all documentation and...
-
Tax Manager | Private Client
2 weeks ago
Nashville, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...
-
Tax Manager
5 days ago
Nashville, Tennessee, United States FORVIS Full timeAbout the RoleAs a Private Client Tax Manager at Forvis, you will serve as a trusted advisor and member of various client service teams, providing sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries.Key ResponsibilitiesProvide tax compliance and advisory services to individuals,...