Client Account Management Director
Core
Senior-level director responsible for front-line operational servicing, onboarding, and lifecycle management of complex professional client accounts (institutions, intermediaries, insurance, platforms) in the asset management industry.
Role type
Senior IC Client Account Management Director
Builds
Operational service plans, process enhancements, and client experience frameworks for professional client segments
Domain
Asset Management / Institutional Client Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
complex client relationship management, operational process optimization, risk analysis, stakeholder advocacy, service standard development, change management, data trend analysis, cross-functional leadership
Preferred skills
industry forum engagement, regulatory trend awareness, strategic planning, mentorship
Technologies
N/A
Responsibilities
Manage end-to-end client lifecycle including onboarding, change management, and day-to-day servicing for complex professional accounts; Diagnose and resolve complex operational service issues and implement process improvements; Act as internal advocate for client needs across Operations, Investment Operations, Legal, and Compliance; Develop and execute proactive operational service plans aligned with relationship strategy; Monitor service health via scorecards and manage risk exposure; Engage in industry forums to drive innovation in client experience and operations
Seniority
Senior, hands-on IC with strategic influence
