CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Responsible for managing medium to large sized clients in the business line of defined benefit and contributions and supporting Vice Presidents or Sr. Vice Presidents with the larger/more complex relationships within business unit.
Responsible for the day to day management and successful long-term relationships of assigned accounts.
Responsible for managing a team
Relationships individually managed are generally medium to large sized.
Focus on strategic aspects of maintaining and growing long-term relationships.
Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved. Proactive identification of client needs and potential internal issues impacting client satisfaction.
Works closely with internal teams and clients. Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
May be responsible for client retention and revenue expansion through existing services and cross sell. Identifies potential barriers to exit through strategic value-added services.
May be asked to develop and present fee proposals to VP or SVP for review and approval. May negotiate fees on relationships individually managed. Ensures fee schedules are properly implemented, and receivables are collected in a timely manner.
Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations.
Manages conversion/start-up of new client relationships with input/contact from VP or SVP.
Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.
During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
Other duties as assigned
BS/BA degree required.
Must have a minimum of 5-7 years of related experience, preferably in financial services industry.
Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
Must possess leadership and management skills.
Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.