Client Excellence, Senior Specialist

Overview
This role is responsible for developing and executing the Registered Investment Adviser (RIA) channel strategy for client engagement and events. The ideal candidate is client-obsessed, entrepreneurial, and able to balance strategic planning with hands-on execution. They will build strong client relationships, manage complex initiatives, and create impactful experiences that drive growth and loyalty.

Key Qualifications & Experience

• Deep commitment to delivering an exceptional client experience.
• Proven experience in client relationship management and sales.
• Ability to think strategically while executing tactical plans.
• Strong organizational skills and ability to manage ambiguity and complexity.
• Experience with event planning, marketing, and territory-level initiatives.
• Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.
• Skilled in stakeholder engagement and collaboration across senior leadership.
• Self-starter with ownership mindset and ability to build new processes.
• Entrepreneurial approach with ability to lead and innovate.

• Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.
• Manage co-marketing budgets and prioritize high-impact opportunities.
• Build strong client relationships and identify opportunities for mutually beneficial partnerships.
• Plan and oversee territory events, conferences, and loyalty initiatives.
• Drive executive-level connectivity between the firm and top clients.
• Maintain timelines, best practices, and reporting for all events and initiatives.
• Lead business problem diagnosis, research, and analysis; synthesize insights into actionable recommendations.
• Prepare and deliver presentations, reports, and thought leadership materials.
• Monitor industry trends and advise leadership on competitive insights.
• Participate in special projects and other duties as assigned.
• Self-starter with strong ownership and accountability.
• Collaborative and skilled in stakeholder management.
• Highly organized with ability to manage complexity.
• Strategic thinker who sees the big picture while executing details.

• Minimum 8 years of relevant experience in sales, client strategy, or event management.
• Bachelor's degree required; advanced degree preferred.