Director, Senior Client Relationship Manager
1 month ago
Summary:
The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen client relationships. The Director, Senior Client Relationship Manager will also actively pursue new business development opportunities within a hybrid model approach.
The Director, Senior Client Relationship Manager is responsible for leading assigned client experience efforts and builds upon the firm’s reputation for excellence in investment management and client service. This role advocates the client's best interest to the firm and serves clients as a trusted advisor on a broad range of asset management issues representing the full range of the firm's asset management capabilities. Additionally, this role builds market understanding of the firm as a provider of leading-edge investment solutions resulting in an increase in new business opportunities among the asset owner community.
Responsibilities:
- Develops, maintains, and communicates a relationship management strategy framework
- Ascertain the client’s investment and servicing needs, strategy and priorities. From this, develop, agree upon and execute the client experience
- Conduct regular relationship reviews with client, both formal and informal
- Lead the client’s dedicated team of portfolio managers, client portfolio managers, client service manager, and when appropriate consultant developers in the overall service of the relationship
- Build strong relationships with field consultants gathering market intelligence and disseminating it back to the team
- Provide oversight of client initiated RFI and DDQ process
- Anticipates emerging customer trends as a basis for recommending products and services and expanding the business
- Manages relationships that are characterized by significantly complex products and services provided and/or take a significant business development focus
Requirements:
- 7 - 15+ years of experience in a relationship management and/or business development role with a proven record in cultivating relationships within the institutional and intermediary asset owner marketplace
- Undergraduate degree
- Preferred designations: CFA, CAIA, CIPM or MBA (not required)
- Knowledge of the asset owner marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
- Preferred knowledge and/or interest in various asset classes, including public equities, fixed income and alternatives
- Confident prospecting, lead generation and relationship management skills
-
Director, Senior Client Relationship Manager
1 month ago
New York, United States eFinancialCareers Full timeSummary: The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen...
-
Client Relationship Director
2 days ago
New York, New York, United States Forhyre Full timeJob OverviewWe are looking for a highly skilled Client Relationship Director to take charge of client relationship management and supervise subordinate staff. As a key member of our team, you will play a vital role in building and maintaining customer relationships, identifying opportunities for growth, and driving revenue.In this role, you will work closely...
-
Senior Client Relationship Manager
2 days ago
New York, New York, United States AnalogFolk Full timeAnnual Salary: $170,000 - $220,000About UsAnalogFolk Group is an independent marketing and technology group that helps brands define innovative strategies, deliver breakthrough ideas and leverage new technologies that transform business for the better. We strive to create experiences that are remarkable and fundamentally valuable. We believe in equal...
-
Senior Client Relationship Manager
3 weeks ago
New York, New York, United States People With Chemistry Full timeCompany Overview">People With Chemistry is a global, privately-held Medical Communications agency providing services across Medical Affairs, Publications, Promotional, Commercial and Regulatory spaces for blue-chip pharmaceutical companies and biotech's. With phenomenal organic growth since its founding, the company continues to expand its top-tier Client...
-
Senior Client Success Director
3 weeks ago
New York, New York, United States Situation Interactive Full timeAbout the RoleAs a Senior Client Success Director at Situation Interactive, you will oversee key accounts, drive strategic planning, and build resilient partnerships with clients. Your primary focus will be on managing client relationships, ensuring client satisfaction, and driving revenue growth within assigned accounts.Key ResponsibilitiesFoster long-term...
-
Client Relationship Manager
2 days ago
New York, New York, United States DoubleVerify Full timeJob DescriptionWe seek a talented Senior Client Partner for our East Coast operation who can nurture and build client-direct relationships as well as media agency relationships.The ideal candidate will have a strong understanding of the client's business and be able to strategically and consultatively cross-sell and upsell DoubleVerify's solutions.
-
Strategic Client Relationship Manager
2 weeks ago
New York, New York, United States Assurant Full timeWe are seeking a skilled Strategic Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our clients, ensuring their needs are met, and driving business growth.Job Description:The successful candidate will have a deep understanding of client needs...
-
Senior Client Relationship Manager
2 weeks ago
New York, New York, United States Alera Group Full timeAbout UsAlera Group, a leading provider of employee benefits and insurance solutions, is seeking a highly motivated Relationship Manager to join our Benefits team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving growth through...
-
Senior Client Relationship Manager
2 weeks ago
New York, New York, United States Allvue Systems Full timeAbout the RoleThis is a client-facing position where you will manage a book of clients and maintain a holistic view of their experience with our team, products, and services. Reporting to the Head of Customer Success (Equity), you will interface directly with clients to build relationships across the client organization and leverage these connections to...
-
Senior Managing Director
2 months ago
New York, New York, United States The Vertex Companies, LLC Full timeJob Title: Senior Managing DirectorWe are seeking a seasoned executive to lead and grow our Project Advisory (Construction services consulting) practice, one of our three critical practice areas. As Senior Managing Director, you will be at the forefront of our growth strategy, steering the practice toward new market opportunities, doubling revenues, and...
-
Director of Client Relationships
1 day ago
New York, New York, United States Capital One Full timeJoin us at Capital One, where innovation meets tradition. As a Relationship Manager IV, you will play a vital role in shaping the future of our company. Your expertise will help drive business growth and foster lasting client relationships.This leadership position requires a deep understanding of commercial banking principles and practices. The ideal...
-
Account Director
2 weeks ago
New York, United States TAG Full timePOSITION SUMMARY The Account Director oversees the account and as well as other projects for our clients. The Account Director is the senior person on an account and oversees the creative, strategic and operational direction in order to deliver excellence. The Account Director is responsible for gaining a clear understanding of the existing client needs,...
-
Senior Relationship Development Manager
2 weeks ago
New York, New York, United States eFinancialCareers Full timeCompany OvervieweFinancialCareers is a leading platform for financial professionals to find their next career opportunity.About the RoleWe are seeking an experienced Senior Relationship Development Manager to join our team. This role will be responsible for developing and maintaining relationships with institutional clients, identifying new business...
-
Senior Client Manager
2 days ago
New York, New York, United States Bank of America Full timeAbout the RoleWe are seeking an experienced Senior Client Manager to join our team in New York. As a key member of our Private Bank, you will be responsible for expanding client relationships and identifying opportunities to deepen existing connections.With a strong background in private banking, business development, and relationship management, you will...
-
Client Relationship Manager
2 days ago
New York, New York, United States Sportradar Full timeAbout the RoleThe Client Relationship Manager will be responsible for developing and maintaining strong relationships with clients, driving revenue growth through strategic account management, and providing exceptional customer service. As a key member of our team, you will work closely with clients to understand their needs and develop tailored solutions to...
-
Strategic Client Relationship Director
2 days ago
New York, New York, United States Citigroup Inc Full timeThe Commercial Subsidiary Group (CSG) at Citigroup is seeking a highly skilled Relationship Manager to join our team. In this role, you will be responsible for developing and executing comprehensive client relationship plans to drive business growth and deepen existing relationships. You will work closely with product specialists to structure customized...
-
Client Relationship Manager
2 weeks ago
New York, New York, United States Idea Nuova, Inc. Full timeClient Relationship Manager Position:We are seeking an experienced Client Relationship Manager to join our team at Idea Nuova, Inc. In this role, you will be responsible for building and maintaining strong relationships with our clients and providing exceptional customer service.Main Responsibilities:Manage client accounts and provide regular updates on...
-
Account Director
1 month ago
New York, United States TAG Full timePOSITION SUMMARY The Account Director oversees the account and as well as other projects for our clients. The Account Director is the senior person on an account and oversees the creative, strategic and operational direction in order to deliver excellence. The Account Director is responsible for gaining a clear understanding of the existing client needs,...
-
Account Director
3 weeks ago
New York, United States TAG Full timePOSITION SUMMARY The Account Director oversees the account and as well as other projects for our clients. The Account Director is the senior person on an account and oversees the creative, strategic and operational direction in order to deliver excellence. The Account Director is responsible for gaining a clear understanding of the existing client needs,...
-
Managing Director
3 months ago
New York, United States FE International LTD Full timeThe Opportunity: FE International is looking for a senior investment banker (the "Senior Banker") to originate and execute new transactions for new clients that utilize the firm's broad array of strategic and financial advisory services. The Senior Banker should be a Managing Director, or Director on the cusp of promotion to Managing Director, and will have...