Head of Client Relationship Management, North America
Core
Leads the regional CRM organization for the US and Canada, accountable for client relationship excellence, retention, and revenue growth.
Role type
Senior leadership, Head of Client Relationship Management
Builds
Client success model execution, high-quality commercial client experience, and revenue growth for fund administration clients
Domain
Financial services, Fund administration
Deliverable
client delivery
Required skills
15+ years in financial services, direct client management responsibility, team leadership, commercial acumen, executive presence, fund administration knowledge
Preferred skills
Global multi-jurisdiction experience, scaling teams, M&A integration, Salesforce familiarity
Responsibilities
Set strategic direction and build CRM culture, oversee key client relationships and risk management, drive revenue retention and growth, embed CRM/CSM collaboration, coordinate executive sponsor engagement, align cross-functional teams
Seniority
Senior, hands-on IC with leadership scope