Executive Director & Head, Client Relationship Management - North America
Core
Lead the North American Client Relationship Management (CRM) team and manage key institutional client relationships to drive investment performance and business growth.
Role type
Senior IC relationship manager (team lead)
Builds
Long-term client relationships and investment solutions for institutional clients
Domain
Asset management / Institutional finance
Deliverable
client delivery
Required skills
Institutional client relationship management, team leadership, organizational change management, complex transaction coordination, regulatory compliance, business development, risk incident management, cross-functional collaboration
Preferred skills
MBA, CFA, private markets knowledge
Technologies
N/A
Responsibilities
Direct management of the CRM team, represent the team to senior stakeholders, prioritize workload and allocate resources, serve as escalation point for client issues, partner with Sales on business development, lead global client experience initiatives, manage client complaints and risk incidents, coordinate complex transactions, host client meetings
Seniority
Senior, hands-on IC with team leadership