Directs multiple teams through subordinate managers responsible for client satisfaction and retention for complex clients with cross-sell opportunities
May continue to manage a limited portfolio of clients
Contributes to the development of operating protocols for the client service function
Makes recommendations for process improvements
Sets departmental priorities and responsible for performance and resource management for the team
Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients
Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm
Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals

Bachelor's degree or the equivalent combination of education and relevant experience
8+ years of total relevant work experience
2+ years of management experience
Established track record of Advisor and Home Office relationship support
Experience with Advisor Fiduciary roles and programs
Knowledgeable with Advisor Firm data needs and recordkeeping aggregation files to Home Offices

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Senior Client Relationship Manager

Key skills