Senior Client Director, Global Client Solutions
Core
Senior Client Director managing endowments, foundations, pensions, and private clients in the San Francisco region, driving retention and new business growth.
Role type
Senior IC client director (investment consulting)
Builds
Custom investment portfolios and outsourced CIO services for institutional and private clients
Domain
Asset Management / Investment Consulting
Deliverable
client delivery
Required skills
client relationship management, new business development, proposal creation, onboarding, cross-selling, CRM management, performance reporting, strategic advisory
Preferred skills
advanced degree, investment concepts familiarity, team leadership
Technologies
CRM systems
Responsibilities
Serve as primary relationship manager for a portfolio of clients in the San Francisco region; Partner with investment teams to deliver tailored solutions; Develop and execute client engagement strategies; Collaborate with Business Development to convert leads into new client relationships; Lead the proposal and onboarding process for new clients; Identify opportunities to expand existing client relationships through cross-selling; Work with Associates to support client service and business development activities; Maintain accurate records of client interactions and business development activities in CRM systems; Provide regular updates to senior leadership on client retention and new business won; Achieve performance targets based on client retention and aggregate net revenue growth.