Market Client Relationship Manager
Core
Leads service delivery model and wealth management banking strategy for markets to drive business growth and ensure superior client service.
Role type
Senior manager of wealth management operations and client service
Builds
Wealth management banking strategy and client service delivery for market teams
Domain
Financial services / Wealth management
Required skills
Risk management, Client management, Trade operations management, Leadership development, Process performance management, Due diligence, Internal audit review, Workforce planning, Recruiting, Performance management
Preferred skills
Compensation analysis, Referral management, Employee counseling, Succession planning, Customer service management
Technologies
None stated
Responsibilities
Lead service delivery model and wealth management banking strategy; Hire, develop, and lead cross-functional teams; Supervise financial transactions and operations for risk management; Oversee client service experience and new account approvals; Manage associates and branch operations
Seniority
Senior, hands-on IC with team management
