Strategic Client Partnerships Lead

Myriad Advisor Solutions; Waukee (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Myriad Advisor Solutions in Waukee, IA seeks a Client Relationship Manager to own and nurture a portfolio of clients, coordinating with internal teams to deliver tailored solutions. You will build executive-level relationships, drive retention, and identify growth opportunities while ensuring a high-quality client experience.

You will engage proactively with business owners, manage communications, and document progress in CRM systems. A strategic, client-centric approach is essential.

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 5+ years of client relationship management, customer success, account management and consultative business development in a B2B environment.
• Experience in financial services, wealth management, or professional services preferred.
• Proven track record of managing high-value clients and complex projects.
• Strong strategic thinking, problem-solving, and analytical skills, with ability to anticipate client needs.
• Excellent interpersonal and communication skills with a customer-centric approach.
• Proficiency with CRM software and project management tools.

Responsibilities

• Develop and sustain strong, trusted client relationships through proactive, strategic communication.
• Executive-level communication - comfortable engaging with business owners and key decision-makers.
• Deliver exceptional service by owning the assigned portfolio and driving retention and growth.
• Collaborate across Myriad to ensure client needs and priorities are communicated and executed.
• Document client interactions and opportunities using CRM and other systems.
• Identify opportunities to help clients grow and operate more effectively.

Skills

Relationship management

Account management

Strategic thinking

Communication skills

Project management

Client success

Collaboration

Education

Bachelor's degree in Business

Tools

CRM software

Project management tools

Job description

Myriad Advisor Solutions in Waukee, IA seeks a Client Relationship Manager to own and nurture a portfolio of clients, coordinating with internal teams to deliver tailored solutions. You will build executive-level relationships, drive retention, and identify growth opportunities while ensuring a high-quality client experience.

You will engage proactively with business owners, manage communications, and document progress in CRM systems. A strategic, client-centric approach is essential.