Manager, Client Relationship Management

About the position

The Manager, Client Relationship Management is responsible for effectively leading a team of Client Relationship Associates. In this role, you will hire, lead, manage, mentor, and develop our team of associates to ensure that every element of the environment embodies our brand, culture, vision, values, and operating principles as a path to shared success of employees and clients. As Manager, you will foster a client-focused environment aimed at providing comprehensive solutions for our most valued clients. This includes, but is not limited to, sound financial advice, guidance on client account matters, and overall client and revenue growth. It is essential to be an effective collaborator with key team members and business partners to be successful in this role. You will also develop strategic direction for the team and leadership support, increase client engagement capacity enabling more dedicated relationship coverage to key clients by CRA's, and improve Financial Consultant efficiency and productivity to enable them to effectively cover more top/key clients. Additionally, you will support Investor Centers in Kansas City, MO and Leawood, KS.

Responsibilities

• Ensure the team is staffed, trained, and effective work processes are in place to deliver on all expectations
• Ensure all Financial Consultants have the CRA support needed to deliver timely solutions and support for their clients
• Ensure the Investor Center front desks are properly staffed for walk-in clients to get the support, advice, and guidance needed
• Coach and mentor your team members with a proven coaching process
• Demonstrate a business development focus resulting in additional opportunities through engagements with clients, prospects, the community, and company leadership
• Develop KPI and business metrics for the team and individuals to ensure clients are properly covered, measure quality and increase book coverage/productivity

Requirements

• Bachelor's degree in Finance, Business, or equivalent experience
• Minimum of 7 years in a financial services role
• At least 3 years of management experience
• An active series 9/10 or 24, 7, and 66 FINRA License or ability to acquire them within 90 days. A series 63 along with a series 65 or CFP is a substitute for the series 66.
• Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

Nice-to-haves

• Certified Financial Planner (CFP) Designation
• Deep knowledge of brokerage, mutual fund, RIA business and financial planning
• Associate-centric mentor that develops the team and builds a culture of accountability through both sales and service
• Cross-functional partner able to work with multiple facets of the organization to cultivate opportunities by incorporating departmental expertise
• Driven sales leader with a focus on doing what is best for clients
• Operational and regulatory knowledge of the retail financial services industry