Senior client manager job description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Wealth Client Investment Manager as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

* Lead the book management of more complex client portfolios
* Establish investment objectives
* Identify the implementation of applicable investment and risk management policies and procedures in a large number of agency and trust relationships
* Oversee the review and research of prospective client investment holdings
* Collaborate with regional partners and clients to develop a client investment plan
* Provide support for set-up, maintenance, the implementation of guided portfolios, and for a high quality and consistent client onboarding experience
* Monitor portfolios and oversee risk management and compliance activities to ensure adherence to company's policies and procedures within Wealth Client Investment Management functional area
* Serve as the liaison between financial intermediaries as required
* Lead Wealth Client Investment Management projects and a team
* Serve as a mentor for less experienced individuals

Required Qualifications, US:

* 4+ years of Wealth Client Investment Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

* Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA) or other designation
* Experience managing client portfolios strongly preferred
* Ability to support and develop client relationships
* Strong analytical skills with high attention to detail and accuracy

Job Expectations: Regional travel up to 10%

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**About Us**

Freeman is the global leader in events. Whether virtual, in-person, or hybrid, we are on a mission to redefine live for a new era. With a data-driven approach and the world's largest network of experts, our insights are shaping exhibitions, exhibits, and events that drive audiences to action. Our integrated full-service solutions leverage a 100-year legacy in event management as well as new technologies to deliver moments that matter.

**Summary**

The Senior Client Solutions Manager is responsible for managing the execution of the service plan. Ensures that that handoff from the Business Development to the branch goes smoothly. Works closely with the branch and the logistics teams to ensure proper planning and execution. Develops relationships and solicits business from new accounts. Grows opportunities with existing accounts by selling additional services. Solid understanding of the business and assigned accounts.

**Essential Duties & Responsibilities**

+ Role is required to sit in Denver, CO

+ Account Volume - $3 million or more annually. Ability to lead and manage events up to $3 million annually

+ Manages the transition of accounts from Business Development and supports accounts accordingly

+ Confirms jobs and requests necessary information to prepare service plan requirements

+ Recognizes opportunities to sell products/services above and beyond existing contract

+ Quotes prices and credit terms as necessary, manages budgets

+ Understands all aspects of branch operation and logistics so that account can be managed appropriately

+ Produces and reviews orders with branch personal

+ Inspects job site with local branch for proper planning when necessary

+ Supervises jobs on site

+ Follows-up on customer complaints and collections as necessary

+ Entertains clients as necessary

**Education & Experience**

+ 5 or more years of related sales experience.

+ Has proven the ability successfully manage their own book of accounts in the profitable production of revenue opportunities totaling approximately $1 million or more.

+ Working knowledge of all Microsoft Office Software applications.

+ Excellent customer service and organizational skills are required.

+ Bachelor's Degree (B.A.) from a four-year college or university preferred.

+ Max Budget $85k based on experience.

**Certificates, Licenses, Registrations**

CEM (Certified in Exhibition Management), CPSP (Certified Professional Sales Person) or CRSP (Certified and Registered Sales Professional)

**Travel Requirements**

Travel 25% to 50%

**Diversity Commitment**

At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

10095 – Sr. Manager, Client Services (Warranty)

PURPOSE

The Sr. Manager, Client Services is responsible for:

• Client Service Engagement – Ensure specific IT systems are supporting our business clients' needs and performing within operating objectives (SLA)
• Consultative Value – Provide advisory services to help our business clients solve the right business challenges and effectively leverage technology
• Project Management – Manage and lead projects through the project lifecycle, from concept, funding approval, project staffing & sourcing, and through successful delivery; follow the accepted methodology and standards; deliver expected results
• Vendor management – Provide oversight, coordination, and selection of project teams, using a mix of insourced, outsourced, shared services, and third-party project team resources
• IT Process Support – Support key IT processes as they relate to area of responsibility (change mgmt, incident mgmt, financial mgmt, release mgmt, config mgmt, etc.)

ESSENTIAL FUNCTIONS

• Client management (20%): serve as client-facing relationship manager; understand business clients' needs; facilitate the definition of root cause and key requirements; prioritize projects; identify solution alternatives; define executable project scope and approach; review/determine system architecture solution; prepare project funding approval requests
• Project management and delivery (50%): develop/review project plan; drive staffing and sourcing of resources; manage schedule, budget, and deliverables quality; mitigate risks; coordinate organizational change management; communicate project status
• Advisory services (10%): maintain current knowledge of new technology trends and applicability to our clients; understand cost/benefit trade-offs for alternative solutions; contribute to IT strategy roadmap relevant to technologies and applications supporting our business area
• On-going system and application support (15%): track system performance; support day-to-day business needs; quickly resolve system issues
• Planning (5%): support budget planning processes; assess capacity (human, infrastructure, and other resources) to deliver prioritized initiatives; forecast resource requirements and support model

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

REQUIREMENTS

• Bachelor's Degree or equivalent experience; Master's Degree preferred
• Minimum 10 years experience in Application Development, including minimum 5 years as Program / Project Manager
• Minimum 3 years in IT management
• Minimum 2 years in Automotive Industry experience preferred
• "Big 3" large consulting company experience preferred
• Excellent organizational and communication skills
• Excellent analytical skills
• Superior problem-solving skills
• Ability to interface with all levels of management
• Automotive industry knowledge preferred including retail/OEM relationships and system integration points
• Excellent project and program management skills, executive presentation capability, etc.
• PMP (preferred)

Powered by JazzHR

h8mMRqAxfk