Client Strategy Manager

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 by leveraging product expertise and advocating for their needs
• Manage commercial strategy including renewals and upsell opportunities
• Contribute to best-in-class practices within the Client Strategy team and support team growth

Required Qualifications

• Minimum 3+ years of relevant client-facing experience
• Ability to build strategic relationships within a client portfolio
• Passion for client success and investment research
• Proactive identification of value-adding opportunities for clients
• Ability to manage a high-touch, high-volume client base