Overview: Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Primary Responsibilities: Collaborate with client-facing colleagues to strengthen their understanding of investment solutions. Participate in client and prospect meetings to
Overview: Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Primary Responsibilities: Collaborate with client-facing colleagues to strengthen their understanding of investment solutions. Participate in client and prospect meetings to
The Senior Customer Success Manager (CSM) is responsible for building and maintaining strong, high level (i.e. key decision makers, influencers and senior management) trusted advisor relationships within assigned accounts ensuring high levels of customer satisfaction and