Client Manager - Employee Banking and Investments
$84,400–$124,000 year
On-siteSan Francisco, California, United States or Walnut Creek, California, United States
Job Summary
Manage external client relationships, develop new growth channels, and enhance experiences by partnering across the enterprise to acquire new business and expand connections. Initiate and manage all new client onboarding while launching employee banking programs to increase enrollments and deepen relationships. Support comprehensive product development plans, including creating sales training programs and marketing materials to educate clients and internal teams on capabilities. Maintain product financials, manage investment profiles and profit and loss activities, and provide trend information to sales and marketing teams. Implement and monitor effective risk controls in partnership with key support partners to ensure operational excellence.
Required Qualifications
- Executive presence for both client facing and internal presentations
- Manages priorities without sacrificing quality
- Experience with external client facing relationships
- Ability to develop, deepen and manage trusted relationships
- Strong organizational and time management skills
- Results-oriented with proven track record of establishing accountability
Desired Qualifications
- Bachelor's Degree
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