Hybrid Senior Vice President, Client Executive

Posted last week

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About the role

  • Develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and incremental account growth.
  • Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
  • Work with clients to ensure awareness of product enhancements, new capabilities and maintaining regular adoption of the latest releases.
  • Act as internal/external escalation point for portfolio of clients leveraging Data and Analytics solutions.
  • Assess risk levels for assigned clients and develop action plans for client retention.
  • Develop, track and report on relationship strategy/results for assigned client portfolio and contribute to the development of team/unit metrics, dashboards and roadmaps.
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
  • Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
  • Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.

Requirements

  • 7 – 10 years in Relationship Management, Sales, Client Service, or Account Management in Financial Services industry with focus on investment managers and fund companies
  • Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
  • Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment.

Benefits

  • highly competitive compensation
  • benefits
  • wellbeing programs
  • flexible global resources and tools
  • generous paid leaves
  • paid volunteer time

Job title

Senior Vice President, Client Executive

Job type

Experience level

Senior

Salary

$102,000 - $190,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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