CareerPlan

Client Relationship Manager

Melbourne, VictoriaFull-time2026-10-18 → 2026-11-11
Hybrid

Core

Senior point of contact for key and senior client contacts, driving growth, managing commercial relationships, and leading capability workshops for financial services clients.

Role type

Senior Client Relationship Manager

Builds

Client growth, service delivery, and strategic partnerships

Domain

Financial Services (Superannuation & Funds management)

Deliverable

client delivery

Required skills

C-suite engagement, financial and numerical skills, P&L and revenue forecasting, Superannuation & Funds management industry knowledge, client service model understanding, process improvement

Preferred skills

None stated

Technologies

None stated

Responsibilities

Maintain and develop personal relationships with key and senior client contacts; Engage effectively at the C-suite level to build credibility; Achieve year-on-year growth and sales targets; Lead capability workshops with clients; Lead all commercial and contractual relationships; Act as senior point of contact for escalations and own resolution process; Drive process improvement and change.

Seniority

Senior, hands-on IC