Market Client Relationship Manager
Core
Lead service delivery and wealth management banking strategy for markets while managing cross-functional teams to support Financial Advisors and ensure superior client service.
Role type
Senior Market Client Relationship Manager (Operations & Strategy)
Builds
Wealth management banking strategy and service delivery models for specific markets
Domain
Financial Services / Wealth Management
Required skills
Risk Management, Client Management, Leadership Development, Process Performance Management, Trade Operations Management, Due Diligence, Internal Audit Review
Preferred skills
Compensation Analysis, Performance Management, Recruiting, Succession Planning, Employee Counseling
Technologies
N/A
Responsibilities
Lead the service delivery model and wealth management banking strategy; Hire, develop, and lead cross-functional professionals; Supervise financial transactions and operations to drive risk management; Oversee client service experience and new account approvals; Manage associates and branch operations.
Seniority
Senior, hands-on IC with team leadership