Sr Client Relationship Manager

Role Summary

Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.

Responsibilities:

• Proactively consults on a range of client relationships, listens for cues on client needs, and ensures continued client satisfaction and retention. Advises clients on best practices, organizational solutions, and regulatory changes.
• Promotes firm services and offerings to assigned clients based on understanding of clients' objectives. Identifies cross-sell opportunities for products and services that may span across multiple segments/channels. Structures deals in the best interests of the client and the firm.
• Directly manages complex client projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Contributes to the identification and development of appropriate metrics.
• Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.
• Analyzes complex data, trends, plan changes, and strategies to keep up to date with client relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
• Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
• (II): FINRA Series 7 & 66 & Chartered Retirement Planning Counselor Designation

FINRA Requirements

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

Work Flexibility

This role is eligible for remote work up to two days a week.

Regional Requirements:

Base salary range:

$82,000 - $139,000 USD

For the location of:

Colorado

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until 10/16/2024.