Client Success AVP
Job Summary
Driving exceptional client outcomes, the full-time salaried Client Success AVP will manage onboarding and relationship management for high-value clients, serve as a trusted advisor, and champion initiatives to enhance long-term client value in a remote setting.
Key responsibilities
- Lead the onboarding of new clients and oversee the ETF launch process, ensuring alignment with client objectives
- Act as the primary relationship manager for key clients, conducting regular executive-level check-ins and providing strategic guidance
- Serve as the voice of the client internally, driving initiatives that enhance client satisfaction and retention
Required qualifications
- 7-10+ years of experience in client success or relationship management within financial services or asset management
- Strong familiarity with ETFs, fund launches, and industry regulatory frameworks
- Bachelor's degree in Finance, Business Administration, or a related field required
- Advanced degree (MBA, JD) or relevant professional designations (CFA, CAIA) preferred
- Exceptional communication and interpersonal skills, with the ability to influence and build trust at senior levels
Complete Job Description
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