Client Manager - Employee Banking and Investments

Manage external client relationships and drive new growth channels by launching employee banking programs to increase enrollments and deepen partnerships. Initiate and manage all new client onboarding while supporting comprehensive product development plans, including creating sales training programs and marketing materials. Maintain product financials by managing investment profiles and profit and loss activities, and provide market trend insights to sales and marketing teams. Partner with internal stakeholders to streamline product offerings and implement risk controls in collaboration with key support partners. This role requires executive presence for client-facing and internal presentations and proficiency with Word, Excel, PowerPoint, and WebEx.