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19 часов назад

Client Account Management Director (Asset Management)

132 000 - 225 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Account Management Director (Asset Management): Leading end-to-end onboarding, change management, and operational servicing for complex professional client accounts with an accent on client advocacy, service strategy, and cross-functional collaboration. Focus on resolving complex servicing issues, improving workflows and controls, monitoring operational health, and supporting institutional client outcomes across the asset management lifecycle.

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home.

Base salary: $132,000–$225,000 annually for Maryland, Colorado, Washington, and remote workers. Employees may also be eligible for a discretionary bonus.

Company

hirify.global is a global asset management organization providing equity, fixed-income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

  • Own event management and service delivery across onboarding, change, and day-to-day servicing for professional clients.
  • Provide operational support for complex institutional, intermediary, insurance, consultant, and platform accounts.
  • Diagnose and resolve complex client service issues, acting as an escalation point for high-risk onboarding and lifecycle events.
  • Develop proactive service plans, monitor client experience scorecards and KPIs, and report operational health to senior leadership.
  • Represent professional client needs across Operations, Investment Operations, Relationship Management, Product, Legal, and Compliance.
  • Drive process improvements, strengthen controls and risk management, and support new product launches and strategic initiatives.

Requirements

  • Bachelor’s degree or an equivalent combination of education and relevant experience.
  • 10+ years of total relevant work experience.
  • Strong experience with professional client relationships, client servicing, and onboarding in the asset management industry.
  • Ability to manage stakeholders, influence outcomes, analyze complex issues, and work across internal teams.
  • Excellent collaboration, organization, analytical, communication, and attention-to-detail skills.
  • FINRA licenses are not required and will not be supported for this role.

Culture & Benefits

  • Hybrid work schedule with up to one day per week from home.
  • Annual bonus eligibility and a generous retirement plan.
  • Health and wellness benefits, including online therapy.
  • Paid time off for vacation, illness, medical appointments, and volunteering.
  • Family care resources, including fertility and adoption benefits.
  • Inclusive work environment focused on collaboration, diversity, and equal opportunity.

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