Client Strategy Manager - job 1 of 3

Job Summary

A company is looking for a Client Strategy Manager to support its growing client base in making better investment decisions.

Key Responsibilities

• Own and cultivate relationships with clients, providing product expertise and proactive engagement
• Manage commercial strategy, including renewals and upsell opportunities
• Contribute to best practices within the Client Strategy team and support team growth

Required Qualifications

• Minimum of 3+ years of relevant client-facing experience
• Ability to build strategic relationships and support business expansion opportunities
• Passion for client success and investment research
• Capability to manage a high-touch, high-volume client base
• Self-starter with a team-oriented mindset