Senior Vice President of Client Relations
Job Summary
To manage and grow a portfolio of existing client relationships, the full-time Senior Vice President of Client Relations will serve as a strategic partner for financial advisory firms, focusing on client retention, expansion, and the adoption of AIM's investment management solutions in a remote environment.
Key Responsibilities
- Serve as the primary relationship manager for a defined territory of existing clients
- Conduct structured business reviews and develop strategic account plans to drive growth
- Monitor relationship health and identify opportunities to deepen client engagement and retention
Required Qualifications
- 7-10+ years of experience in financial services, investment management, or related fields
- Demonstrated experience managing relationships with RIAs and wealth management firms
- Strong understanding of the RIA ecosystem and investment management platforms
- Proven ability to develop strategic account plans and conduct executive-level business reviews
- Bachelor's degree required; relevant industry designations or advanced degrees are a plus
Complete Job Description
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