Senior Manager responsible for client relationship management and growth in the retirement sector. Leading efforts to enhance client satisfaction and achieve sales targets across the west coast market.
Responsibilities
Responsible for the growth and nurturing of the west coast mid-large market client book in the retirement business
Accountable for growing lifetime value with existing clients
Driving client satisfaction and delivering on sales goals
Client retention & satisfaction and building commercial capabilities across the team
Manages staff and provides guidance, coaching, training, and motivation as necessary to develop staff
Responsible for retention, satisfaction, and growth of clients within their assigned segment
Coaches crew to strategically navigate organizations with a strong commercial orientation
Responsible for setting a clear growth and retention strategy for assigned market segment
Requirements
Eight years financial services experience
At least four years in a senior level client or prospect relationship role
Undergraduate degree or equivalent combination of training and experience
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