IM Team Lead, Client Management

Summary

Join VISASQ/COLEMAN's Investment Management Client Management Team as a Team Lead. Based in Phoenix/Tempe or remote, you'll be the primary client contact, responsible for revenue growth and managing a team of Client Associates. Responsibilities include developing client relationships, soliciting new projects, and managing team performance. A Bachelor's degree and 3-5 years of account management experience are required, along with strong communication and leadership skills. Preferred qualifications include experience in Private Equity/Consulting/Buy Side Asset Management and proficiency in account management tools. VISASQ/COLEMAN offers competitive salary and bonuses, excellent health benefits, 401k contributions, flexible work environment, generous time off, parental leave, ongoing learning and development, and team engagement opportunities.

Requirements

• Bachelor’s degree and previous expert networking, primary research, or financial services experience required
• 3-5 years account management experience required, including managing a sizable book of business and acting as a client advocate
• Able to motivate, lead, empower and delegate to a team
• Communicates confidently with peers, management and across departments
• Demonstrates credibility and financial markets expertise
• Mastery of account management tools, LinkedIn and Microsoft PowerBI

Responsibilities

• Create and execute the commercial plan for assigned book of business, responsible for team P&L
• Develop and document deep knowledge of client’s business strategy, people, holdings, investment approach and industry focus to maximize relationship
• Effectively solicit new projects and actively cross-sell Coleman’s full product suite
• Create detailed client maps of users and potential users to identify additional sales opportunities
• Determine areas of growth and opportunity and create associated strategies
• Recruit, manage and motivate a team of Client Associates
• Develop Client Associates’ ability to lead client engagement workflows, including project intake, end-to-end project delivery, and project solicitation
• Manage team members to achieve specific performance metrics related to revenue generation, call production, and recruiting of new experts
• Develop senior team members to be prepared to take on the Team Lead role in the future

Preferred Qualifications

• Prior experience in Private Equity/Consulting/or Buy Side Asset Management strongly preferred
• Prior people management experience preferred

Benefits

• Competitive Salary & Bonuses: Benefit from a rewarding compensation package that includes performance-based bonuses, which may be awarded on quarterly or annual basis, depending on your role
• Excellent Health Benefits: We cover 85% of insurance premiums , and if you opt for a qualifying HDHP, we offer employer HSA contributions
• 401K Contributions: Planning for your future? We’ve got you covered!
• Flexible Working Environment: Choose between working in the office or remotely 50/50 with our hybrid work policy
• Generous Time Off: Enjoy Responsible Paid Time Off , 7 sick days, and observe 12 holidays off
• Parental Leave: Take time off to support and bond with your growing family, ensuring new parents have the opportunity to adjust to their new roles
• Ongoing Learning and Development: Our training aligns with our core values, ensuring you have the resources and skills to excel throughout your career
• Team Engagement: Participate in regular team outings and social events, and receive tenure gifts to celebrate your journey with us
• Employer Provided Technology: All necessary technology will be provided to facilitate your work
• Corporate Social Responsibility Days : Take the opportunity to give back to your community during paid service days