Posted by
Posted in
Sales & Marketing
Job Code
1663618

Job Description:
- This role is accountable for the complete client lifecycle, from acquisition and onboarding through ongoing relationship management, servicing, governance, and retention.
- It unifies Business Development and Client Services into a single strategic framework to drive disciplined growth, deepen client relationships, and deliver consistent, long-term value.
- This role provides end-to-end leadership of Business Development and the client lifecycle, governing acquisition, onboarding, servicing, CRM discipline, and retention within a unified operating framework aligned to firm philosophy and regulatory standards.
- It leads Relationship Management and Client Services teams to deliver consistent, high-quality client engagement, oversees strategic client relationships and escalations, and drives structured communication and engagement in collaboration with internal teams.
- The role emphasizes disciplined, suitability-led growth, strong CRM governance, proactive retention management, and performance-driven team leadership to ensure sustainable growth, client stability, and long-term outcomes.
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Posted by
Posted in
Sales & Marketing
Job Code
1663618