institutional client account manager

High Street Resources

Our client is a highly regarded, DIFC-based Asset Manager with a strong track record of advising UHNW individuals, family offices, and select institutional clients across the GCC and beyond. With a disciplined investment approach and a bespoke advisory model, they offer clients access to both traditional and alternative strategies via an open architecture platform.
<br><br>
As part of their selective growth strategy, they are looking to appoint a Senior Private Wealth Manager to join their Dubai office.
<br><br>
<b>Key Responsibilities:</b><br>
<ul>
<li>Manage and grow a portfolio of UHNW and institutional clients</li>
<li>Deliver tailored investment solutions across global markets</li>
<li>Maintain the highest standards of client servicing and advisory under DFSA regulations</li>
<li>Work collaboratively with internal teams (investment, legal, compliance, and operations) to ensure seamless client experience</li>
</ul>
<b>Requirements:</b><br>
<ul>
<li>Minimum 10 years’ experience in private banking or external asset management</li>
<li>Proven ability to originate and manage relationships with UHNW and/or institutional clients</li>
<li>An existing, portable book of business is strongly preferred</li>
<li>Entrepreneurial mindset, with an interest in working within a nimble, independent platform</li>
</ul>
<br /> <div id='job-id'>Job Id: 2RfuMFl76jRup6K7YOX0UcuQmPKQMGHaDEMe6nB4a8eCb1I0NrftsnvDeQGUEge+S2erqPwrxfs/M6Ws5QTEinJmDg==</div>

Senior Private Wealth Manager - Boutique Asset Manager

Raymond James

<div><p><b>Job Description Summary
</b></p>The Campaign Manager leads strategic marketing efforts to drive lead generation and client engagement across intermediary and institutional channels. Using Salesforce Marketing Cloud, the role builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. This position works cross-functionally to translate business goals into targeted, results-driven campaigns that advance firm growth and deepen client relationships.
<p></p><p><b>Job Description
</b></p><p><b>Job Summary:
</b></p><p></p><p>The Campaign Manager leads strategic marketing efforts to drive lead generation and client engagement across intermediary and institutional channels. Using Salesforce Marketing Cloud, the role builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. This position works cross-functionally to translate business goals into targeted, results-driven campaigns that advance firm growth and deepen client relationships.
</p><p></p><p><b>Responsibilities:
</b></p><ul><li>Develop and execute go-to-market campaigns to generate leads and nurture clients using Salesforce Marketing Cloud technologies.
</li><li>Build and manage campaigns across a range of investment products and strategies, tailoring messaging to drive engagement and support business growth.
</li><li>Collaborate with sales and data teams to translate business goals into targeted marketing campaigns using Salesforce Journey Builder&mdash;developing client audiences, driving engagement and scoring, and progressing prospects through the funnel.
</li><li>Lead campaign initiatives for product launches, coordinating messaging, timing, and delivery across channels to maximize visibility and impact.
</li><li>Design and execute advisor engagement campaigns, supporting relationship-building, education, and sales enablement efforts.
</li><li>Establish campaign performance metrics, analyze results, and deliver actionable insights to improve ROI and inform future strategy.
</li><li>Coordinate campaign execution across channels, including email, web, social, and paid media, ensuring consistency and timely delivery.
</li><li>Support Salesforce Marketing Cloud onboarding, contributing to process development, documentation, and internal enablement.
</li><li>Partner with creative, content, and digital teams to align messaging, visuals, and delivery formats with campaign goals.
</li><li>Ensure brand consistency and regulatory compliance across all campaign materials and touchpoints.
</li></ul><p><b>Education and Experience
</b></p><ul><li>Bachelor&rsquo;s degree (B.A.) in Marketing, Communications, Business Administration or related field and a minimum five (5) years of professional experience in campaign management within an asset management, financial services, or related industry preferred.
</li><li><b>OR
</b></li><li>Any equivalent combination of experience, education, and/or training approved by Human Resources.
</li></ul><p></p><p><b>Education
</b></p>Bachelor&rsquo;s: Business Administration, Bachelor&rsquo;s: Digital Communications and Media/Multimedia, Bachelor&rsquo;s: Marketing
<p></p><p><b>Work Experience
</b></p>General Experience &ndash; 10 to 15 years
<p></p><p><b>Certifications
</b></p><p></p><p><b>Travel
</b></p>Less than 25%
<p></p><p><b>Workstyle
</b></p>Hybrid
<p></p><div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
<br>
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div><p></p><p>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
</p>#LI-JB1</div><br /> <div id='job-id'>Job Id: tGZR6gFCzcZKLfB6k91UHrcMat4jmmpY70S6ha7MfRtuypZ+K37WMEJxR5lKF6UzsOFyi+s0FGGB1Zcpi7h769VtXxBR+rRbV+IpvdSJE6HdTLubL2IcnPU7FhLoF7jkv6eKMk3ytEm6ybhG4VpT3mWNIoUgfImhz6ilCHIO7STyPnET6zmoerlq+Yt13xPIvEmm+wDyxgvMtO//8BD2bHDcV7+iaPeZ1YRmRM3mAg==</div>

Campaign Manager, Salesforce / RJIM

Identity, Inc.

<p><b>Position Title: Community Engagement Case Manager - UpCounty </b></p><p><b>Supervisory Responsibilities: No</b></p><p><b>Budget Responsibilities: None</b></p><p><b>Reports To: Program Manager</b></p><p><b>FLSA Classification: Non-Exempt</b></p><p><b>POSITION SUMMARY:</b></p><p>The Community Engagement Case Manager implements strategies, activities, and programs for engaging and recruiting vulnerable youth and young adults at targeted communities across the Upcounty region. Once youth are engaged, the Community Engagement Case Manager provides wrap-around services to help them to reach their highest potential. They work with participants to assess personal strengths, and develop individualized plans to achieve identified short- and long-term goals. The Community Engagement Case Manager provides guidance, feedback, and support to youth serving as role model, advocate, and ally throughout their enrollment in the Youth Opportunity Centers and its services. Additionally, this is a hybrid position, the Community Engagement Case Manager will deliver services directly in the community at targeted locations (Cider Mill Apartments, Germantown Park, Clopper Mill Apartments, Hamptons Apartments, and Seneca Ridge) and in the Youth Opportunity Centers as needed.</p><p><b>PRIMARY RESPONSIBILITIES:</b></p><p>1.Plans, coordinates, and implements programs and activities, including the Youth Leadership Council, support groups, and other activities to engage youth and their families with the goal of preventing high-risk behavior while developing life skills, well-being, and shared responsibility.</p><p>2.Administers intakes (in targeted community sites and the center) and produces a comprehensiveassessment of participants&rsquo; social emotional, personal, educational and employment skills andgoals, and support service needs. Follows established Red Flag Action protocols and proceduresto identify and act on emergency or critical case management needs.</p><p>3.Creates and coordinate a mutually agreed-upon individual service strategy plans for each clientand their family.</p><p>4.Makes appropriate referrals to specialized community agencies and organizations; follows-up withstatus of referrals and enters all information in data collection system. Monitors and addressesclients&rsquo; needs and barriers regarding access to appropriate resources (transportation, interpretationassistance).</p><p>5.Meets regularly with individual clients to monitor needs and progress on an ongoing basis, bothat the YOC center and targeted community locations. Provides mentoring and coaching support toensure client is progressing towards set goals. Develop a strong and trusting relationship withyouth.</p><p>6.Coordinates access to YOC services (ie. GED classes/tutoring, ESOL classes, WFD services, MHand SAPP services, Tattoo Removal services, etc.).</p><p>7. Provide a model for a healthy, trusting relationship through clear communication and setting appropriate boundaries.</p><p>8. Conducts and coordinates meaningful engagement activities directly in the community such as recreation, field trips, sports, cultural arts, gardening, visual and graphic arts, photography, storytelling, nature healing activities, and curriculum-based groups.</p><p>9. Responds appropriately to emergencies and crisis events that involve or impact youth safety and security.</p><p>10. Establishes and maintains strong, professional relationships with a network of strategic and institutional partners (e.g., Street Outreach Network, Gang Unit, Police Departments, etc.) in order to mediate conflicts between and among youth as well as other sectors of the community.</p><p>11. Markets the Youth Opportunity Center and other Identity programs and activities to external organizations and other institutional partners at community-based outreach events.</p><p>12. Records client interactions, services, and events in a timely and proficient manner, to ensure that goals and objectives are met. Maintains and updates participant plans and files in accordance with program standards and contract requirements.</p><p>13. Maintains organized and updated physical and electronic files on each client, including relevant documentation, signed forms and releases. Implements evaluation aspects of all program components for youth ensuring confidentiality of data related to intakes, follow-up, exit, and satisfaction surveys. Adheres to all federal, state and local client document confidentiality requirements.</p><p>14. Drive Identity&rsquo;s 14 passenger minibus to pick up and drop off youth.</p><p>15. Supports Identity's mission and values. Continually looks for ways to improve the organization and works in alignment with Identity's strategic goals.</p><p><b>SECONDARY RESPONSIBILITIES:</b></p><p>1. Attends and actively participates in required trainings, meetings, and presentations.</p><p>2. Participates in organization's outreach and advocacy activities.</p><p>3. Coordinates with other Identity programs.</p><p>4. Orders and organizes program materials and supplies and submits necessary documentation.</p><p>5. Performs other duties as assigned.</p><p><b>EDUCATION, EXPERIENCE, and REQUIREMENTS:</b></p><ul><li>Bachelor&rsquo;s Degree required, preferably in Social Work, Sociology, Psychology or related field</li><li>1-3 years&rsquo; experience as a case manager or working with out of school at-risk youth ages 10-25</li><li>Knowledge of Positive Youth Development Model, motivational interviewing and counseling desired</li><li>Knowledge of community resources</li><li>Experience using database software desirable</li><li>Must be able to pass a federal criminal background check and a Child Protective Services background check</li><li>Valid driver's license required and must meet Identity&rsquo;s driving record standard</li></ul><p><b>SKILLS AND ABILITIES:</b></p><ul><li>Proficient in Microsoft Office software.</li><li>Excellent oral and written communication skills along with ability to make public presentations.</li><li>Ability to assess individual skills with precision and make appropriate referrals.</li><li>Builds rapport and trust with clients, staff and stakeholders.</li><li>Thrives in a fast-paced environment. Prioritizes and organizes multiple projects to meet deadlines with effective and efficient use of resources.</li><li>Is able to work under pressure, handle emergencies with professionalism and defuse crisis situations.</li><li>Works collaboratively in all situations with clients and staff. Ensures clients&rsquo; comfort and trust.</li><li>Enjoys being challenged and is open to learning from others.</li><li>Practices with a strong code of ethics and integrity, and fulfills obligations.</li><li>Demonstrates sound judgment and decision making when working with youth and others. Shows flexibility, initiative, and resourcefulness in all actions and conversations.</li><li>Is able to handle and be entrusted with confidential information.</li></ul><p><b>WORK ENVIRONMENT:</b></p><ul><li>Able to work a flexible 40-hour work week including evening and/or weekend work.</li><li>Continuous sitting for prolonged periods, more than two consecutive hours in an 8-hour day interspersed with mobility.</li><li>Keyboard use of greater or equal to 30% of the workday.</li><li>The ability to lift and move up to 10 lbs.</li><li>Semi-private office or open work area; easily interrupted with external noise; and controlled air temperature.</li><li>Requires travel between sites.</li></ul><p>Job Type: Part-time</p><p>Pay: $21.88 per hour</p><p>Expected hours: 40 per week</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Schedule:</p><ul><li>Day shift</li><li>Evenings as needed</li><li>Evening shift</li><li>Monday to Friday</li><li>Morning shift</li><li>Weekends as needed</li></ul><p>Work Location: In person</p><br /> <div id='job-id'>Job Id: 3S+0RR7GioLp2pr+mrmnKGtAAYC3R+qovGxsOLRJKtl0NpjIWk//01Va87fFdWxZX4xRRg71L8XAU4hsNrwxRVkp2UmitC/UtxX4wQyF2Pj7MadlBfovWGG9rR5Y33IpC5NJIayNNkI=</div>

Community Engagement Case Manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Account Manager will provide support to hedge fund clients serviced out of the New York Prime Brokerage office. The successful candidate will represent the Prime Brokerage and Financing capabilities to current and prospective clients.
</p><p><b>Job Responsibilities:</b></p><ul>
<li>Develop strategic relationships with key decision makers at the client and strengthen existing client relationships through daily interactions, meetings and events.
</li><li>Actively engage clients with respect to new products, new technology, and new regulatory topics in Prime Finance</li>
<li>Capitalize on client relationships to influentially direct Prime Finance business and revenue increasing opportunities
</li><li>Utilize quantitative analysis for client metrics, balance trends, and portfolio construct to optimize their balance mix, return metrics, and revenue</li>
<li>Deliver other products of the firm to the client by holistically analyzing client business</li>
<li>Take charge of client experience inclusive of product, technology and operations across cash equity, fixed income and synthetic Prime Finance
</li><li>Lead and implement initiatives that are focused on improving client experience and Prime Finance products
</li></ul><p><b>Required Qualifications, Capabilities, and Skills:
</b></p><ul><li>Ability to manage and build strong relationships with clients
</li><li>Energetic self-starter with an appetite for learning the business, motivated to enhance and build on our current product offering
</li><li>Enjoy working in a fast paced environment
</li><li>Oral presentation, persuasive speaking, and negotiation skills are a must</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div><br /> <div id='job-id'>Job Id: IfR/ekeQCy/dP0cgRTcwzpC5tSx6ahs+NRfNQVrwb29F5moAOYYwVS8KGN7zxCLDYgCj4yrAq0FVLF9zuN9LDaPiKk/7tYvKhQ==</div>

Prime Financial Services - Account Management - Analyst

SEVEN STAR I N T L MARKETING MANAGEMNT LLC

<p><b>Company Description</b></p><p>Incepted in 2004, Seven Star FX Ltd is a leading online FOREX Trading Broker that enables institutional clients and end traders to trade with the tightest and best spreads available in the market. Seven Star FX offers approximately 120+ products, including FX Spot Currencies, Energies, Metals, Global Indices, and US Stocks, and serves clients in more than 65 countries.</p><p><b>Role Description</b></p><p>This is a full-time on-site role for a Business Development Manager located in Dubai, United Arab Emirates. The Business Development Manager will be responsible for identifying and pursuing new business opportunities, developing and maintaining client relationships, and promoting the company's products and services. Other day-to-day tasks include conducting market research, preparing business proposals, and collaborating with the sales and marketing teams to drive business growth.</p><p><b>Key Responsibilities:</b></p><ul><li>Develop and implement effective sales strategies to acquire new clients, including corporate clients, financial institutions, and individuals.</li><li>Manage and nurture existing client relationships, ensuring their satisfaction and retention.</li><li>Advise clients on Forex market trends, strategies, and risk management solutions tailored to their needs.</li><li>Analyze market conditions and provide accurate and timely market updates to clients.</li><li>Identify opportunities for upselling and cross-selling additional Forex services and products.</li><li>Maintain an in-depth understanding of local regulations, compliance requirements, and economic factors impacting Forex trading in the UAE.</li><li>Negotiate and close Forex deals, ensuring client satisfaction and profitability for the company.</li><li>Provide post-sale support, ensuring clients' ongoing needs are met and addressing any concerns or issues that arise.</li><li>Collaborate with internal teams (e.g., trading, compliance, operations) to ensure smooth execution of transactions and high-level customer service.</li><li>Achieve monthly and annual sales targets, contributing to the overall success of the Forex sales division.</li><li>Represent the company at key industry events, conferences, and networking opportunities.</li></ul><p><b>Key Requirements:</b></p><ul><li>Bachelor's degree in Finance, Business, Economics, or a related field.</li><li>Minimum of 2-5 years of proven experience in Forex sales, relationship management, or trading, specifically within the MENA market.</li><li>Strong understanding of Forex market dynamics, trading strategies, and risk management practices.</li><li>In-depth knowledge of the UAE financial market, regulations, and economic landscape.</li><li>Proven track record of meeting and exceeding sales targets.</li><li>Strong networking and business development skills.</li><li><b>Fluency in other languages like Chinese, Vietnamese ,French or Russian are highly preferred.</b></li><li>Ability to work independently and as part of a collaborative team.</li><li>UAE-based and familiar with local business culture, compliance standards, and client expectations.</li></ul><p><b>Desirable Skills:</b></p><ul><li>Experience with financial platforms and Forex trading tools (e.g., MetaTrader).</li><li>Existing network of high-net-worth individuals, institutional clients, or corporate contacts in the UAE.</li><li>Strong analytical and problem-solving abilities.</li><li>Self-driven, results-oriented, and able to thrive in a fast-paced environment.</li></ul><p><b>What We Offer:</b></p><ul><li>Competitive salary with performance-based incentives.</li><li>Opportunities for career development and growth.</li><li>Exposure to a diverse and dynamic financial environment.</li><li>A collaborative, team-oriented culture.</li></ul><p>If you are passionate about Forex trading, have a proven track record in sales and relationship management, and are ready to take your career to the next level in the UAE market, we encourage you to apply.</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED6,000.00 per month</p><p>Application Question(s):</p><ul><li>How many years of working experience you have in forex/Fintech market company?</li><li>What is your Current salary ?</li><li>What is your visa status?</li><li>Do you have your own client base?</li></ul><br /> <div id='job-id'>Job Id: 6TbCKmm+V0CBO9XoBQbHL3mqexlVhoXYxFlXCpKzwqIAr4WZa5H6HSqKPfWr3ZCtXSSfCbFRgjcboYsAsuN/DVTdvswXxWLutIP7GoqKGjh+fu39y7s52XLS2jIk7etyZh0=</div>

Business Development Manager

Ameriprise Financial

<div>The position is within the Ameriprise Trust Company which primarily work with Collective Investment Trust products. Coordinate client facing processes across various audiences effectively guiding process and issue resolution. Gather information/data, evaluate for completeness and accurately perform processes. Perform assigned responsibilities, including quality review for routine processes, assist in workflow management. Support new product initiatives, and re-engineering efforts. Accountable for issue identification, root cause analysis and recommending and executing viable solutions.<p></p><p><b>
Key Responsibilities</b></p><p></p><ul><li>
As a member of the Ameriprise Trust Company Team, you will perform the day-to-day function of onboarding of client accounts through gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention.</li><li>
Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels.</li><li>
Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events.</li><li>
Provide subject matter expertise, effectively communicating across multiple audiences.</li><li>
Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes</li><li>
Ensure application of internal controls, compliance requirements and required policies and procedures.</li><li>
Lead and perform special project work including across business lines as needed.</li><li>
Identify and implement process improvements to create efficiencies and reduce errors.</li><li>
Provide coaching and training of the staff and work direction.</li><li>
Maintain relationships with external and internal partners and clients to achieve goals.</li><li>
Ensure policies and procedures are current and providing oversight of policies and procedures to meet compliance requirements.</li><li>
Provide subject matter expertise and execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.</li></ul><p></p><p><b><br>
Required Qualifications</b></p><ul><li>
Associate's degree or equivalent</li><li>
3 - 5 years' experience</li><li>
Strong oral and written communications skills.</li><li>
Ability to problem solve, investigate, and follow through to effective resolution.</li><li>
Solid understanding of portfolio accounting/investment operations activities.</li><li>
Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities.</li><li>
Ability to work with limited work direction and function effectively in a team environment.</li></ul><p></p><p><b><br>
Preferred Qualifications</b></p><ul><li>
Bachelor's degree or equivalent</li></ul><p></p><p><b>
About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $71,900 - $97,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p></div></div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Mutual Fund Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b></p></div></div></div></div></div></div></div>
AMINV US Asset Management</div><br /> <div id='job-id'>Job Id: xdTkeDZcQ8W1fHT4EaQblE03BlDmf8WgMR6pEHYCqJvmTqu5wawU+Z8YuHZVmIPQ6GWxUzJXAs9uPYWqzsGwfabllrosQUlQh8TWPJV4rWHg3sEQsl+8QrUFBjsc11lpxcxOwWCNluX3/bb8yGOs4mL2DzQ9ZECPzbmUixaKGe9BVzZrF7+Hu7V3TRgADqC3/zOqxYTJo1s0VZM=</div>

Sr Client Admin Analyst

<p></p><div><p><b>About EAB</b></p>
<p>
At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.</p>
<p>
At EAB, we serve not only our partner institutions but each other&mdash;that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.</p>
<p>
For more information, visit our Careers page.</p>
<p><b>
The Role in Brief:</b></p>
<p><b><i>
Strategic Leader, Data and Analytics - Associate Director</i></b></p>
<p>
The Strategic Leader (SL) is a Customer Success Manager (CSM) for Data and Analytics technologies at EAB and plays a critical role in enhancing the value our higher education clients derive from our technology solutions. This role serves as the primary customer success partner for institutions leveraging Edify, EAB&rsquo;s data and analytics platform. This role goes beyond relationship management&mdash;SLs are embedded thought partners, guiding institutions through their data strategy, analytics adoption, and long-term platform value realization. With a unique mix of technical fluency, consultative thinking, and higher education expertise, SLs play a central role in driving customer impact, identifying new opportunities, and ensuring institutions thrive with Edify.</p>
<p>
In this role, the SL will:</p>
<p><b>
Act as a Trusted Advisor</b>: Establish themselves as a knowledgeable and reliable resource on data and analytics, offering strategic advice and insights that align with each institution's unique needs and goals.</p>
<p><b>
Consult on Data Initiatives</b>: Work closely with client institutions to understand their data landscape, challenges, and objectives. The SL will provide expert guidance on how to effectively use data to drive decision-making and institutional success.</p>
<p><b>
Drive Customer Engagement and Satisfaction</b>: Ensure that clients are engaged with and satisfied by our solutions. This involves regular check-ins, addressing any concerns, and demonstrating the ongoing value of our platforms.</p>
<p><b>
Facilitate Technology Implementation and Adoption</b>: Collaborate with internal technical teams and client stakeholders to ensure smooth implementation and high adoption rates of our technology. The SL will play a key role in change management efforts, helping clients to integrate new tools and practices into their existing operations.</p>
<p><b>
Identify Growth Opportunities</b>: Recognize and pursue opportunities for expanding our engagement with clients, whether through additional services, training, or new product features.</p>
<p><b>
Collaborate Across Teams</b>: Work cross-functionally within EAB, liaising with technical support, product management, sales, and other departments to advocate for client needs and contribute to the continuous improvement of our offerings.</p>
<p>
This role requires a blend of technical knowledge in data and analytics, strong interpersonal skills, and a deep understanding of the higher education sector. The ideal candidate will be adept at building relationships, problem-solving, and effectively communicating technical concepts to a diverse audience. The ability to travel (10-25% estimate) and engage with clients in various settings is also a key aspect of this position.</p>
<p>
This position is listed as Strategic Leader for posting purposes; the official internal level of this hire is expected to be Senior Associate or Associate Director, and candidates are being considered across both levels for this position.</p>
<p>
This position may be based in Washington, DC; Richmond, VA; or remotely within the continental United States.
</p><p><b>Primary Responsibilities:</b></p>
<p><i>
Customer Success and Project Identification:</i></p>
<ul>
<li><ul><li>Manage the relationship with universities and community college customers utilizing EAB&rsquo;s data and analytics technologies</li>
<li>Build trust and transparency with senior leaders at higher education institutions</li>
<li>Identify and prioritize technical and consulting professional services projects to support customer data and analytics needs</li>
<li>Scope data and analytics projects in partnership with institutional leaders; translate business challenges into clear, actionable initiatives that drive value from the Edify platform.</li>
<li>Collaborate with our customers on appropriate change management strategies to make the most of their data and analytics strategy</li>
<li>Partner with EAB technical/data support staff to ensure smooth implementation of our technology platforms and completion of professional service projects</li>
</ul></li></ul><p><i>Driving Impact</i></p>
<ul>
<li><ul><li>Serve as the senior customer point of contact, working closely with the project sponsor and data leaders at each institution on data and analytics initiatives</li>
<li>Lead and facilitate customer discussions and meetings both via Zoom and in person</li>
<li>Develop engagement strategies with key stakeholders</li>
<li>Leverage platform usage data and partner feedback to proactively recommend deliverables and solutions.</li>
<li>Present educational sessions to your customers and, as applicable, collaborative-wide via webinars, regional meetings or national meetings</li>
<li>Provide feedback and support to product management team to further refine and enhance the technology</li>
</ul></li></ul><p><i>Contributing to Renewals and Cross Sells</i></p>
<ul>
<li><ul><li>Monitor customer satisfaction, manage continuous improvement process and assure technology is meeting customer needs</li>
<li>Own a key role in renewal readiness by ensuring a clear narrative of realized and future value.</li>
<li>Triage, report, address and communicate next steps for customer needs and issues</li>
<li>Identify cross sell opportunities across EAB portfolio and support sales process (where applicable)</li>
</ul></li></ul><p><b>Basic Qualifications:</b></p>
<ul>
<li>Bachelor&rsquo;s Degree</li>
<li>Must possess at least 5 years of experience in two of the following:</li>
<li><ul><li>Consulting experience</li>
<li>Client management experience</li>
<li>Project management experience</li>
<li>Experience presenting to groups or facilitating training sessions</li>
<li>Demonstrated solution-focused deductive reasoning and quantitative analysis</li>
<li>Experience working in higher education</li>
</ul></li><li>Willingness to travel 10-25% domestically</li>
<li>Valid driver&rsquo;s license</li>
</ul>
<p><b>Ideal Qualifications:</b></p>
<ul>
<li>Master&rsquo;s Degree</li>
<li>Knowledge of the structure and operations of higher education institutions in the United States and Canada</li>
<li>Experience with Data Management and/or Data Governance within Higher Education</li>
<li>Experience supporting enterprise SaaS platforms in a customer success or consulting role.</li>
<li>Familiarity with data warehouse concepts, reporting tools, or institutional research workflows.</li>
<li>Proven ability to drive change and achieve results in an academic setting</li>
<li>Ability to create compelling stories validated with data and proven best practice research</li>
<li>Possess intellectual curiosity, perseverance and creativity in problem solving</li>
<li>Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB&rsquo;s mission, values, and aspiration.</li>
</ul>
<p><i>If you&rsquo;ve reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other&rsquo;s unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.</i></p>
<p></p>
<p><b>Compensation:</b></p>
<p>
The anticipated starting salary (base) range for this role is $70,000 to $99,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.</p>
<p>
This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.</p>
<p></p>
<p><b>Benefits:</b></p>
<p>
Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:</p>
<ul>
<li>Medical, dental, and vision insurance plans; dependents and domestic partners eligible</li>
<li>20+ days of PTO annually, in addition to paid firm and floating holidays</li>
<li>Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)</li>
<li>401(k) retirement savings plan with annual discretionary company matching contribution</li>
<li>Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans</li>
<li>Employee assistance program with counseling services and resources available to all employees and immediate family</li>
<li>Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation</li>
<li>Fertility treatment coverage and adoption or surrogacy assistance</li>
<li>Paid parental leave with phase back to work program for birthing and non-birthing parents</li>
<li>Access to milk shipping service to support nursing employees during business travel</li>
<li>Discounted pet health insurance coverage for dog and cat family members</li>
<li>Company-provided life, AD&amp;D, and disability insurance</li>
<li>Financial wellness resources and membership in a robust employee discount program</li>
<li>Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities</li>
</ul>
<p>Benefits kick in day one; learn more at eab.com/careers/benefits.</p><br>
<p></p>
<p>
This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.</p>
<p>
At EAB, we believe that to fulfill our mission to &ldquo;make education smarter and our communities stronger&rdquo; we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.</p>
<p>
To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don&rsquo;t discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.</p></div><br /> <div id='job-id'>Job Id: ISXBjMbv8MHtZBsYR3gyNNeogeWRSvO8ntQWya6w4Bw7XyW03VC4Yry0zYCVbraH5rsG48lEAIHyCb3Llcm59K2Y0s3E//mzusGY7k56NMgncI9yOnsew2yFpd8x6qVMW3qctlqCcjd5BaCkuHVOMTHyPQ==</div>

Strategic Leader - Data and Analytics, Associate Director

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