Client Manager - Employee Banking and Investments
$84,400–$124,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Manage external client relationships and drive new growth channels by launching and executing employee banking programs to increase enrollments and deepen partnerships. Initiate all new client onboarding while supporting comprehensive product development plans, including creating sales training programs and marketing materials. Maintain product financials, manage investment profiles and P&L activities, and provide market trend insights to sales and marketing teams. Streamline product offerings to fit client needs and ensure operational excellence through effective risk controls and stakeholder collaboration.
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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