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.
Role type
Senior IC client director (investment consulting)
Builds
Custom investment portfolios and client engagement strategies
Domain
Investment management / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, new business development, proposal and onboarding, cross-selling, strategic advisory, CRM management, performance reporting
Preferred skills
Advanced degree, investment concepts familiarity
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 qualified leads, Lead the proposal and onboarding process for new clients, Achieve performance targets based on client retention and aggregate net revenue growth