Associate Client Relationship Manager at Lido Advisors, enhancing client experience in wealth management. Managing onboarding and providing exceptional client service in a fast - paced environment.
About the role
- Business Banking Account Management Leader overseeing a team of Account Managers. Providing support to Business Banking Payments Sales Representatives and Bank Partners in multiple locations.
Responsibilities
- Lead, coach, and develop a team of Business Banking Account Managers, ensuring high performance, professional growth, and strong employee engagement.
- Oversee account management activities for Business Banking portfolios, ensuring consistent and proactive client support.
- Achieve portfolio growth targets.
- Analyze and report on teams performance to quantitative and qualitative goals, including attrition, retention, cross-sell and referrals to Bank Partner with Business Banking and Business Banking Payments leaders to strengthen collaboration and enhance client experience.
- Act as a key liaison between account management and senior management and senior leadership, ensuring alignment on strategy, performance, and client needs.
- Foster a culture of accountability, teamwork, and client-first service within the account management team.
- Drive process improvements, identify opportunities for efficiency, and ensure consistent execution of best practices.
- Maintain strong business banking knowledge and external awareness to support clients effectively and advise team members on deepening payments only portfolio.
- Operate from a designated hub location to remain connected to teams and business partners.
Requirements
- Bachelor's degree in business, finance, or related field preferred.
- 7+ years of experience in account management, business banking, or related financial services.
- 3+ years of experience in a people leadership role, preferably in banking or financial services.
- Demonstrates strong strategic thought leadership.
- Strong understanding of Business Banking sales process, partner engagement, and client portfolio management.
- Ability to collaborate and influence effectively at all levels, including senior leaders.
- Proven success in building and leading high-performing teams.
- Strong communication skills with an executive presence.
- Willingness and ability to travel at least 50% of the time.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Vice President, Client Relationship Manager supporting Senior Wealth Manager at Lido Advisors. Providing wealth management services and cultivating client relationships in a hybrid work environment.
Chargé(e) de Partenariats Biogaz pour le groupe KEON, impliqué dans l'identification et le développement de projets biogaz en France. Travail en étroite collaboration avec des partenaires du secteur agricole et biogaz.
Senior Account Manager at Jellyfish managing client relationships and driving B2B growth through strategic account management. Collaborating with cross - functional teams to ensure operational excellence and innovation in digital marketing.
Worldwide Account Manager at FedEx, connecting people and possibilities through transportation and business solutions. Fostering career mobility and diversity in workforce.
Partnerships Intern on a mission to help charities raise funds for good causes. Engaging with charities and businesses, supporting fundraising campaigns and optimizing project pages.
Entry - level Sales Representative in a hybrid model at CDW, focusing on technology solutions and customer acquisition. Building long - term relationships with clients and delivering exceptional service.
Key Account Manager driving new business growth in Taiwan for marine customers. Managing key accounts and ensuring a seamless customer experience with Hempel's leading coating solutions.
Senior Analyst managing Growth accounts in Walmart's Marketplace. Partner with executives to drive business growth and optimize seller offerings.
Relationship Manager supporting Bank of America’s Asset - Based Lending solutions. Collaborating with BDOs to develop client - specific financing solutions and strengthen long - term relationships.