19 часов назад
Client Account Management Director (Asset Management)
132 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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