Hybrid Director of Client Relationship Management – Retail Alternative Investments

Posted 6 hours ago

Apply now

About the role

  • Director of Client Relationship Manager leading retail alternatives at financial services company. Ensuring client satisfaction and managing product adoption across teams and clients.

Responsibilities

  • Point of contact for clients/investors to ensure overall client/investor satisfaction
  • Acting as escalation point and problem solver for the team
  • Contributing to internal project initiatives
  • Reviewing and processing investor subscriptions
  • Providing coaching, training and leadership to junior staff

Requirements

  • Strong experience in client relationship management
  • In-depth knowledge of retail alternatives and transfer agency products
  • Excellent problem-solving and escalation management skills
  • Ability to develop and maintain strong, trusted relationships with clients

Benefits

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • 401k Matching Program, Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Director of Client Relationship Management – Retail Alternative Investments

Job type

Experience level

Lead

Salary

$100,000 - $195,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job