Lead Client Relationship Manager, College Savings
Core
Oversee a large ($10B+) and highly complex 529 client relationship, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
Role type
Senior Client Relationship Manager (College Savings/529)
Builds
Client service strategies, investment solutions, and operational compliance for 529 plans
Domain
Asset Management / College Savings (529 Plans)
Deliverable
client delivery
Required skills
Client relationship management, regulatory compliance, project management, business strategy, event planning, cross-functional collaboration, metrics tracking, financial advisory
Preferred skills
Executive presence, analytical skills, multi-priority management
Technologies
FINRA Series 7, FINRA Series 63
Responsibilities
Advise clients on best practices, organizational solutions, and regulatory changes; Promote and educate on services and offerings based on client objectives; Directly manage highly complex client projects and oversee successful execution; Develop and execute client service strategy; Serve as an expert on industry trends and competitor services; Execute recurring client meetings including business strategy and investment topics; Collaborate internally with Investments, Global Product, Marketing, and Fund Operations
Seniority
Senior, hands-on IC