Senior Project Manager, Institutional (资深项目经理，金融机构类客户)
Core
Manage and retain strategic institutional client accounts, delivering on-demand intelligence and research projects while acting as an extension of clients' research teams.
Role type
Senior Project Manager (Institutional Clients)
Builds
On-demand research projects, expert consultations, surveys, and events for institutional clients.
Domain
Financial Services / Expert Networks / Research
Required skills
Account management, Project management, Client relationship building, Advisor recruitment and management, Sales collaboration, Compliance adherence
Preferred skills
Team leadership, Strategic account planning, Data analysis, Cost negotiation
Technologies
None stated
Responsibilities
Manage and retain existing strategic client accounts; Execute and complete projects within discussed timelines; Liaise with associates to custom recruit industry advisors; Work closely with Sales/Client Growth to conduct regular account reviews and execute strategic growth plans; Monitor client activity monthly to identify drop-offs and increase usage; Screen requests for compliance red flags and communicate to counsel.
Seniority
Senior, hands-on IC with team management experience