Client Manager - Employee Banking and Investments

Manage external client relationships, develop new growth channels, and enhance experiences by partnering across the enterprise to improve client acquisition and expand partnerships. 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 product capabilities. Maintain product financials, manage investment profiles and profit and loss activities, and provide information on product trends to sales and marketing teams. Monitor effective controls in partnership with key support partners to manage risk and assist with streamlining product offerings to fit client needs.