Client Manager - Employee Banking and Investments
$84,400–$124,000 year
On-siteWestlake Village, California, United States or Woodland Hills, California, United States
Job Summary
Manage external client relationships and develop new growth channels by launching and driving 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, manage investment profiles and P&L activities, and provide market trend insights to sales and marketing teams. Partner with internal stakeholders to streamline product offerings and ensure high adoption rates through effective risk controls. Work 40 hours per week in the first shift, earning $84,400 to $124,000 annually.
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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