National Senior Manager - Client Relationship Team (CRT)
Core
National leader for the Client Relationship Team (CRT), overseeing managers nationwide to drive client service, business retention, and growth strategies.
Role type
Senior Manager, Client Relationship Team
Builds
National client service and business development strategies
Domain
Financial Services / Wealth Management
Required skills
Strategic leadership, team management, sales strategy, client retention, process improvement, talent development, change management, regulatory compliance, data analysis
Preferred skills
Experience in wealth management, change management, cross-functional collaboration
Responsibilities
Provide leadership and direction for CRT Managers across regions; Partner with National Director to implement national sales and service strategies; Drive advisor accountability and monitor KPIs; Represent CRT interests in leadership forums; Lead special projects and change management initiatives; Manage recruitment, selection, and development of CRT Managers; Establish operating norms and succession planning; Design and implement national business operations practices; Monitor and evaluate CRT performance metrics.
Seniority
Senior, hands-on IC with strategic leadership