Visory - Client Relationship Manager

The Client Relationship Manager is the point of contact for our high-level Wealth Management clients. The position will manage and grow the existing client relationships and develop strategies and programs to enhance and improve the way Visory engages existing clients and partners. The Client Relationship Manager will work on any other initiative and ongoing projects as assigned in addition to any other duties the Company may assign. The Client Relationship Manager will report to the VP, Client Success.

Duties/Responsibilities:

• Act as the primary point of contact for Wealth Management clients to ensure a strong client/vendor relationship
• Acts to translate client issues and needs from the client to the technical team and back again to champion issues through resolution
• Coordinate with the Technical Sales and Solution Engineers and/or Project Team resources to initiate project work and enhancements to the client’s IT infrastructure
• Direct the monthly/quarterly client review process for assigned clients and develop strategies to grow and improve the scope of each relationship
• Required Skills/Abilities:
• Technical knowledge is strongly preferred
• Exemplary client services skills and a high level of sensitivity to client’s needs with the ability to maintain and extend client relationships
• Experience in relationship management at the C level of organizations across a broad spectrum of industries
• Good conflict resolution and problem-solving skills
• Strong written and verbal communications skills along with the ability to think and execute strategically
• Excellent time management skills with a proven ability to meet deadlines
• Basic understanding of IT networking structures and terminology
• Proficient with Microsoft Office Suite or related software

Education and Experience:

• Experience as a relationship manager in the Financial Services sector strongly desired but not required Basic understanding of IT networking structures and terminology
• Bachelor’s degree in computer science or business management strongly preferred
• At least two years related experience required

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times