Senior Client Relationship Manager (Hybrid)
Core
Lead complex proxy solicitation campaigns for top-tier clients, delivering successful projects on time and within budget while providing strategic guidance throughout the campaign lifecycle.
Role type
Senior Client Relationship Manager (Project Management)
Builds
Proxy solicitation campaigns for top-tier financial clients
Domain
Financial Services / Proxy Solicitation
Required skills
Project management, Mutual fund industry knowledge, Insurance product knowledge, Cross-functional collaboration, Budget monitoring, Client communication, Proposal development, System enhancement coordination
Preferred skills
Bachelor's degree, Mentoring junior staff, Innovative problem solving
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Lead and coordinate implementation of medium to large complex project initiatives; Monitor and communicate project objectives and status to key stakeholders; Collaborate to identify creative alternatives to project challenges; Provide training and coaching to junior staff; Monitor project costs to ensure projects remain on budget; Consult with clients on programming and technologies; Lead tasks including data processing, typesetting, operations, programming, billing, and tabulation; Collaborate on proposal and system enhancement efforts.
Seniority
Senior, hands-on IC
