Senior Relationship Manager

Role Summary

The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services.

This is a teleworker full time position

Responsibilities

• Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met.
• Advises clients on best practices, organizational solutions, and regulatory changes.
• Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm.
• Identifies cross-sell opportunities for products and services that may span across multiple segments/channels.
• Will structure deals in the best interests of the client and the firm.
• Directly manages highly complex client projects and oversees the successful execution of client initiatives.
• Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics.
• Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function.
• Contributes to developing recommendations on how to integrate these developments into process or policy changes.
• Leads and/or spearheads non-mutual fund client opportunities.
• Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions.
• Support institutional sales efforts and lead prospect finals meetings.
• Provide guidance to less experienced professionals.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 6 and 63
• The ability to travel as required to meet with clients and advisors, up to 20% of the time

Preferred:

• Experience working directly with Retirement Plan Sponsors and their advisors/consultants

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.