Enterprise Client Relationship Manager
Core
Deliver Capital Group's enterprise value to strategically important global financial institution clients to enhance firm-wide strategy and provide a superior client experience.
Role type
Senior Enterprise Client Relationship Manager
Builds
Strategic partnerships and engagement roadmaps for global financial institutions
Domain
Global Financial Services / Asset Management
Deliverable
client delivery
Required skills
Relationship management, strategic leadership engagement, account planning, executive presence, cross-functional collaboration, business acumen, data synthesis
Preferred skills
CFA, MBA, Series 7 and 66 licenses
Technologies
PowerPoint, Excel
Responsibilities
Represent the global firm-wide relationship with key global clients, coordinate high-impact strategic leadership engagements, create and own enterprise account plans, partner with regional client groups on briefing documents, deepen understanding of client business priorities, and marshal resources to guide next steps.
Seniority
Senior, hands-on IC