Client Relationship Manager

Scion Technology has been engaged to conduct a search for an experienced Client Relationship Manager for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions. This is a full-time, direct hire position preferably in Darien, CT OR Charlotte, NC. Exceptional remote candidates will be considered.

POSITION OVERVIEW

Serve as the primary point of contact for high-value clients, ensuring an exceptional client experience from implementation through long-term account management. Partner closely with clients to understand business objectives, oversee onboarding projects, coordinate cross-functional initiatives, and ensure the firm's portfolio management platform is configured to meet client needs.

RESPONSIBILITIES

• Serve as the primary relationship manager for assigned clients, building trusted, long-term partnerships.
• Lead client onboarding, implementation, and portfolio configuration projects.
• Gather business requirements and translate client needs into actionable deliverables for internal teams.
• Track enhancement requests and communicate project status throughout implementation.
• Provide client training, platform demonstrations, and ongoing product support.
• Assist clients with portfolio setup, reporting configuration, and operational best practices.
• Develop a strong understanding of the firm's operations, reporting capabilities, and technology platform.
• Identify opportunities to improve client satisfaction, retention, and operational efficiency.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (or equivalent experience).
• CFA designation or progress toward CFA is a plus.
• Experience in financial services, wealth management, family office, portfolio administration, client services, or performance reporting.
• Exceptional verbal and written communication skills with strong relationship-building abilities.
• Strong project coordination and organizational skills with the ability to manage multiple priorities.

COMPENSATION & BENEFITS

This full-time position offers an annual base salary range of $80-130k, commensurate with experience. The organization provides a robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.

ABOUT OUR FIRM

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.