Senior Client Manager

The Senior Client Manager serves as a primary point of contact for complex, high-touch client relationships and is accountable for the end-to-end execution of client service and account administration. Operating with a high degree of autonomy, the role applies advanced judgment to resolve nonstandard matters, leads multi-party initiatives, anticipates risks and dependencies, and serves as an escalation and knowledge resource for the broader client service team.

Key Responsibilities

· Own client service delivery for complex, high-touch, or multi-entity relationships, including account administration, banking, bill pay, reporting, risk-management-related requests, and sensitive client matters.

· Lead complex account openings, closings, transfers, money movement, beneficiary transitions, and maintenance, ensuring appropriate documentation, approvals, risk assessment, and stakeholder communication.

· Direct client meeting preparation and follow-through, ensuring accurate materials, clear ownership of action items, timely resolution of open matters, and complete CRM documentation.

· Lead cross-functional execution with Advisors and Compliance, Operations, Planning, Tax, and Finance teams; resolve competing priorities and escalate material risks with clear recommendations.

· Independently manage complex coordination with accountants, attorneys, trustees, insurance professionals, bankers, brokerage firms, real estate professionals, and other external partners.

· Lead special client initiatives by establishing execution plans, aligning stakeholders, managing dependencies and deadlines, and remaining accountable for delivery.

· Serve as an escalation and knowledge resource for Client Managers; guide and train colleagues on procedures, documentation, problem solving, and best practices.

· Lead the development and adoption of workflow improvements, stronger controls, and consistent service standards across the team.

Role Scope and Working Relationships

• Direct Reports: No direct reports; the Senior Client Manager provides functional guidance and coaching.
• Decision-making responsibility: Independently makes client-service and operational decisions within established authority levels, including decisions involving complex or nonstandard circumstances. Assesses risk, determines when escalation is required, and provides recommendations to Advisors and leadership.
• Key internal partner(s): Lead Advisors; Client Service leaders; Compliance, Operations, Planning, Tax, Finance, and Center of Excellence teams
• Key external relationship(s): CPAs, attorneys, trustees, insurance professionals, bankers, brokerage firms, real estate professionals, personal assistants, and other client representatives
• Primary systems/tools: CRM platforms (Athena and Salesforce); custodial platforms (Schwab, Fidelity, and others); Microsoft Office
• Travel Requirements: Minimal