Client Strategy Manager

Job Summary

A company is looking for a Strategic Account Manager to support their growing client base in making better investment decisions.

Key Responsibilities

• Own and cultivate relationships with clients by leveraging product expertise and providing top-notch service
• Manage commercial strategy by developing rapport with key decision-makers and identifying upsell opportunities
• Contribute to building best-in-class practices within the Investor team

Required Qualifications

• Minimum of 4+ years of relevant client-facing experience
• Ability to build strategic relationships to support renewal conversations and business expansion opportunities
• Passion for making clients successful and understanding their investment questions
• Experience in managing a high-touch, high-volume client base
• Interest in data-driven investment research and the markets