Senior Relationship Manager: Institutional Growth

Drips.com; Oak Brook (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

Drips.com in Oak Brook, Illinois, is seeking a dedicated Client Relationship Manager responsible for managing client relationships and working closely with various partners in the financial services industry. The ideal candidate will have extensive experience and a strong working knowledge of investment advisors and sponsors.

This role focuses on maintaining and growing client relationships, coordinating onboarding processes, and working cross-functionally within the organization to enhance client experiences.

Qualifications

• Extensive experience in the financial services industry.
• Strong working knowledge of investment advisors.
• Ability to work cross-functionally with various individuals.

Responsibilities

• Manage client relationships and recruitment of new clients.
• Develop strategic plans to expand relationships.
• Provide scheduled and ad-hoc reporting to clients.

Skills

Strong communication skills

Client relationship management

Financial services knowledge

Salesforce tracking

Job description

Drips.com in Oak Brook, Illinois, is seeking a dedicated Client Relationship Manager responsible for managing client relationships and working closely with various partners in the financial services industry. The ideal candidate will have extensive experience and a strong working knowledge of investment advisors and sponsors.

This role focuses on maintaining and growing client relationships, coordinating onboarding processes, and working cross-functionally within the organization to enhance client experiences.