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Client Strategy Manager

9/6/2025

Remote

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, leveraging product expertise to drive value and engagement
  • Manage commercial strategy, including renewals and upsell opportunities
  • Contribute to building best practices within the Client Strategy team and support team growth


Required Qualifications
  • Minimum of 4+ years of relevant client-facing experience
  • Ability to build strategic relationships within a client base
  • Passionate about client success and investment research
  • Proactive in identifying value-adding opportunities for clients
  • Self-starter with the ability to manage a high-touch, high-volume client base

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