Executive Director & Head, Client Relationship Management - North America
Core
Lead the North American Client Relationship Management (CRM) team to build lasting relationships with institutional clients, manage key accounts, and drive organizational change.
Role type
Senior IC/Manager, Client Relationship Management
Builds
Institutional client relationships and investment solutions
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Institutional client relationship management, team leadership, organizational change management, complex transaction coordination, regulatory compliance, business development partnership
Preferred skills
MBA, CFA, Private markets knowledge
Technologies
N/A
Responsibilities
Direct management of the CRM team, represent the team to senior stakeholders, prioritize workload and allocate resources, serve as first point of escalation for client issues, partner with Sales on business development, lead global client experience initiatives, manage key client relationships and complex transactions, host client meetings, manage client complaints and risk incidents
Seniority
Senior, hands-on IC with management responsibilities