Director, Client Management Job Description

Director, Client Management Job Description

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Director, client management provides business case and support for Operations Management supply chain key process advancement and movement toward industry best practices.

Director, Client Management Duties & Responsibilities

To write an effective director, client management job description, begin by listing detailed duties, responsibilities and expectations. We have included director, client management job description templates that you can modify and use.

Sample responsibilities for this position include:

Driving an innovative servicing agenda, supporting clients falling within the UK Discretionary book of business (global and private banks, wealth management and stockbrokers) and two client services desks
Inspiring the team to deliver its objectives and contributing to the development and success of the wider Client Management team
Developing strategies to accelerate the team’s understanding of their clients, their clients business and the industry, embedding a culture of customer centricity
Developing a greater appreciation of “treating customers fairly” across the team and developing the understanding of the “customer experience” within the wider team
Developing and managing the overall performance of the team and individuals, which will include recruitment, coaching, mentoring, planning, training, learning and development assessing performance and managing talent and careers
Deliver client satisfaction across a portfolio
Works directly with business unit process owners to develop annual and on-going strategy, identify opportunities, and develop an on-going strategic roadmap
Manage and oversee users during the development of ‘use cases’ and ‘requirements’ that support their business needs and strategic roadmap
Acting as the Technology Single Point of Contact (TSPOC) for Home Entertainment Sales, Marketing and Licensing/Rights
Support, lead, and supervise efforts that require business unit involvement

Director, Client Management Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Director, Client Management

List any licenses or certifications required by the position: MBA, PMP, CPA, CFP, JD, CBP

Education for Director, Client Management

Typically a job would require a certain level of education.

Employers hiring for the director, client management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, MBA, Education, Management, Business/Administration, Marketing, Economics, Technical

Skills for Director, Client Management

Desired skills for director, client management include:

Merchant / acquiring business
U.S. payments industry are strongly
Banking business and operations
PBM industry and Medicare Part D Employer Group Waiver Plan requirements
Weaknesses and strategies
Competitor's strengths
How Interbrand helps drive business growth for our clients
Media and agency operations and supporting software
Monitor industry trends and relevant competitive offerings
OptumRx underwriting principles and practices

Desired experience for director, client management includes:

7 + years “Customer Care” experience with an emphasis on the delivery of Technology Solutions
Home Entertainment Sales, Marketing and Licensing/Rights knowledge
Leading ongoing client relationships to communicate and deliver products and services on time with high level of quality
Understand client’s goals and objectives in order to drive best practices and strong business results
Serve as client advocate internally while effectively collaborating with internal, cross-functional teams including product management, product development, marketing, sales
Working across the team to coordinate the launch of the new products with the sales, product, strategy and other merchant or issuer teams

Director, Client Management Examples

1

Director, Client Management Job Description

Job Description Example
Our company is looking for a director, client management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, client management
  • Drive regional activation activities to ensure effective support coordination across all CSS support teams, Product organizations, and business lines, and Global Systems
  • Lead process to review/enhance a global operating strategy that addresses the client data and KYC operating model, business architecture, communications and effectiveness
  • Partner closely with AML to ensure that AML requirements are aligned with the KYC operational policies – have stong awareness of upcoming regulatory initiatives that will influence direction for team
  • Provide thought and execution leadership to key client, book and KYC initiatives – ensure activities are aligned to overall strategy and influence change in direction, when necessary
  • Identify and manage effective control measures to ensure compliance with both internal and external regulatory requirements
  • Define operational optimization opportunities and pursue their implementation
  • Represent KYC, Client and Book data activity and value at executive leadership meetings
  • Continuously improve metrics management and reporting to achieve high transparency of performance both within team and outside with business partners
  • Provide leadership and support to DM executive and senior leadership team in developing action plans and tactical roadmaps for execution of new strategic client data and KYC initiatives
  • In relation to our registered funds, accountable for coordinating the resolution of all operations issues with both internal and external parties, particularly with the investment/trading teams, other MSIM support functions
Qualifications for director, client management
  • 3-5 years experience managing operational aspects of data insights delivery and/or loyalty programs
  • Familiarity with data insights and solutions including analytical and problem solving skills
  • Experience working with clients and managing complex, cross-functional projects to support rollout of new products
  • Strong individual contributor with the ability to work at both the conceptual, strategic level and the more granular, implementation level with attention to business requirements and detail
  • Experience working with both the business and delivery aspects of products
  • Proven track record in collaborating within a high performing team, setting clear priorities with advanced planning, organizational and problem solving skills
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Director, Client Management Job Description

Job Description Example
Our growing company is looking for a director, client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for director, client management
  • Provide detailed analysis and insights into potential lead programs and initiatives
  • Develop innovative marketing strategies and gain buy-in and approvals with Senior Executives
  • Ensure targeting strategies and execution are accurately completed to meet business objectives and minimize risk
  • Manage, coordinate and communicate the prioritization and decisioning rules across the organization leveraging detailed analysis and results
  • Manage the processes associated with new business rules, leads and programs from inception to execution
  • Gather and develop business requirements to improve the effectiveness of offers including defining new data requirements
  • Manage senior business relationships (with client offers and channels) to meet business requirements ensuring a client centric approach
  • Coordinate decision activities between channels and departments
  • Manage the coordination and approval of customer messages and ensure communication aligns to frontline and client expectations
  • Review results & reports and manage the changes to programs and business rules to improve the effectiveness of Direct Marketing
Qualifications for director, client management
  • Ability to quickly gain clients’ confidence, build relationships, handle challenging client conversations
  • Strong business judgment to identify optimal approaches to client issues, escalate to manager when appropriate, reach out cross-functionally when appropriate
  • Fluent in English, plus additional preference for fluency in Russian and/or another key CEMEA client language
  • 8-10 years proven leadership experience, ideally global or multi-national within the payments industry
  • Solid organizational and talent management skills to inspire and build employee alignment to local and global business goals
  • Demonstrated experience working with and supporting Sales organizations
3

Director, Client Management Job Description

Job Description Example
Our company is looking for a director, client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for director, client management
  • Manage department budget as assigned
  • Act as a client advocate in communicating client needs
  • Coordinate contract management activities including renewals, upgrades and price changes
  • Previous experience in Retail/Consumer account management, sales or similar client-facing function
  • Experience managing multiple accounts, multiple sales opportunities simultaneously
  • Solution selling experience, ideally in the Retail industry
  • Preference will be given to those candidates with a working knowledge of strategic marketing services
  • Responsible for recruitment, training, development and overall management of direct reports
  • Ensure excellence in the delivery of end to end business model against Customer commitments across all product elements
  • Ensure compliance with standard operational processes against Customer commitments
Qualifications for director, client management
  • Critical problem management and thought leadership to analyze performance challenges, identify gaps, determine root cause, propose solutions, influence and gain stakeholder consensus, develop and execute plans to realize improvements
  • Highly proficient in Microsoft products including PowerPoint, Excel, Word and Outlook (all applicants subject to Microsoft skills testing)
  • Demonstrated experience in managing resources to meet goals across multiple projects
  • Other desired professional designations – CIA, CMA, CISA
  • The International Wealth Management market is financially sophisticated, demanding and results oriented
  • The position involves dealing with wealthy, affluent and influential clientele
4

Director, Client Management Job Description

Job Description Example
Our growing company is looking to fill the role of director, client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for director, client management
  • Ensures Customer commitments are aligned with service delivery capabilities
  • With SAE, joint sign-off on any changes to commitments
  • Manage and monitor client assignments train the account management staff, new hires and ongoing
  • Drive profitability through ensuring Pricing reviews and integrity
  • In-depth understanding of the marketplace
  • Use quantitative data and analysis to develop strategies
  • Create coverage teams across multiple disciplines to maximize the revenue opportunity to MS
  • Develop client relationships through in-person visits and phone calls to strengthen our client relationships and proactively manage risk
  • Work closely with the Client Partner Team in periodic Account Planning
  • The Director over CDTM Client Delivery and Implementation will be responsible for ensuring a risk management culture is actively followed and functioning for the onboarding of all products and services offered through Commercial Deposits & Treasury Management
Qualifications for director, client management
  • Excellent communication skills (written and verbal) with proven ability to influence effectively within and across teams
  • Champion the development and socialization of the CM Client Data & KYC strategy
  • Work with our business partners to translate, interpret and incorporate Capital Markets’ business strategies into the Client Data and overall DM strategy
  • Work in partnership with the CM AML team to translate AML intent and strategy into KYC policies, standards and processes
  • Collaborate with the other areas within DM and CM to ensure that appropriate data governance is established and operational around client and book data
  • Lead the analysis of existing operating models for KYC, Client Data and Book Data to identify process and structural change opportunities
5

Director, Client Management Job Description

Job Description Example
Our growing company is looking to fill the role of director, client management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for director, client management
  • Function as the primary liaison between Optum and your assigned client base using a consultative approach to manage the account and exceed all client needs
  • Manage, test and deliver quality client output, including but not limited to account statements, confirms, checks
  • Provide effective leadership to direct reports, including performance management practices through individual performance plans, annual reviews, regular one on one meetings and feedback sessions, ongoing coaching and development
  • Responsible for the successful testing and execution of the annual tax process
  • Client Management and Retention - Develops strategies to ensure client retention, satisfaction and quality
  • Manage units’ performance to maximize growth and persistency
  • Act as the primary technical advisor to associates on all group insurance issues
  • Review and sign-off on all agreements and/or documents (fee agreements)
  • Actively participate as a member of the Management Committee for the St
  • Deliver a high Promotion and Causal Retail (PCR) client retention rate in Europe, NA and Asia
Qualifications for director, client management
  • Solid understanding of data strategy and data management practices – specifically client data
  • Strong understanding of KYC regulations, policies and processes
  • Demonstrate expertise in fixed income markets and products
  • Understand portfolio construction and analyze performance
  • 10+ years of experience with Minimum of five years' experience in a client facing role in Sales or Consulting within the banking or financial services industry
  • Strong fluency English and Chinese (Mandarin), written and verbal

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