Senior Relationship Success Manager - Wilmington - Great Gray

    Great Gray
    Great Gray Wilmington

    1 day ago

    Description
    Why Great Gray?
    At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
    The Role
    Great Gray is looking to add a Senior Relationship Success Manager to our Relationship Success Team
    The Senior Relationship Success Manager is responsible for managing and nurturing asset manager relationships to ensure smooth onboarding, satisfaction, retention, and the achievement of business growth. They act as the primary point of contact for asset manager clients working closely with sales, marketing, operations, legal, compliance and other departments to ensure client needs are met. The Relationship Success Manager plays a key role in driving client retention, engagement, and growth by ensuring clients derive maximum value from the company's offerings.
    Location
    This position will can work from our Wilmington, DE office. Great Gray currently supports a hybrid work model with 4 days onsite in the office and 1 day remote.
    Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
    Responsibilities
    • Build and maintain strong, long-term relationships with asset manager clients.
    • Serve as the primary point of contact for assigned clients, handling inquiries, concerns, and providing solutions to client needs.
    • Understand clients' goals, challenges, and business needs to offer proactive solutions and ensure satisfaction.
    • Oversee the onboarding process, ensuring clients successfully client experience
    • Facilitate large institutional onboardings with asset manager, operations, legal and external parties
    • Conduct Quarterly Business Reviews with asset managers focused on servicing client needs and growing business
    • Address and resolve any issues, complaints, or escalations, ensuring timely resolutions and maintaining a positive relationship with clients.
    • Support internal teams on new fund launch process, coordinating with asset manager throughout the process
    • Execute communication plans with asset managers on new processes, enhancements, and changes
    • Partner with sales, marketing, and key accounts manager on sales execution strategies
    • Regularly check in with clients to ensure their needs are met and they are satisfied with the services provided.
    • Maintain up-to-date records on client interactions, account health, and service usage through CRM tool.
    • Complete other related duties as assigned
    Qualifications & Experience
    • Bachelor's degree and a minimum of 7 years of related experience or in lieu of a degree, a combined minimum of 11 years higher education and relevant experience
    • Specific financial services experience working with/supporting asset managers and record keepers; narrow experience in the defined contribution market is a huge plus
    • Strong communication and interpersonal skills
    • Excellent problem-solving and conflict-resolution abilities
    • Ability to manage multiple accounts and priorities in a fast-paced environment.
    • Proficient with CRM tool (e.g., Salesforce)
    • Intermediate to advanced Microsoft Office/365 skills Business/technical writing skills
    • Project management skills
    • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
    • Comfortable navigating ambiguity.
    • Entrepreneurial mindset to bring best practice ideas to the team.
    • Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive.
    Benefits
    We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
    • Be an integral part of an early-stage, high-growth organization
    • Hybrid work environment
    • Competitive compensation package including 401(k) with elective and non-elective match opportunities
    • Lifestyle spending allowance program
    • Medical, Dental, Vision Insurance
    • Employer-paid life and disability insurance
    • Generous and well-deserved, paid time off program
    Company Background
    Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts ("CITs"), with over $185 billion in CIT assets, across more than 700 funds. We proudly work with 75 subadvisors, including leading firms such as Alliance Bernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
    CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401Ks. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
    Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
    Madison Dearborn Partners ("MDP") purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
    Investor Background
    MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
    Equal Employment Opportunity Policy
  • Work in company

    Client Success Manager

    Only for registered members

    Job Description · Client Success Manager · Wilmington, Delaware · Monday-Friday, 8am-5pm EST · Hybrid Work Model (3 days/onsite in our Wilmington office, 2 days/remote) · We are currently seeking a Client Success Manager (CSM) for our Digital Brand Services (DBS) business divisio ...

    Wilmington, DE $60,000 - $115,000 (USD) per year

    1 week ago

  • Work in company

    Partnership Success Manager

    Only for registered members

    · Partnership Success Manager · US Based (remote) · Students' Union Partners Team · Location: Remote across US with regular travel across the US to our university partners · native has been building for 10 years, but we're still very much a startup: fast-moving, ambitious, and ...

    Little Falls Dr Wilmington, United States $80,000 - $145,000 (USD) per year

    2 days ago

  • Work in company

    Client Success Manager

    Only for registered members

    Description · Client Success Manager · Wilmington, Delaware · Monday-Friday, 8am-5pm EST · Hybrid Work Model (3 days/onsite in our Wilmington office, 2 days/remote) · We are currently seeking a Client Success Manager (CSM) for our Digital Brand Services (DBS) business division. A ...

    Wilmington, DE, United States $60,000 - $115,000 (USD) per year

    3 days ago

  • Work in company

    Partnership Success Manager

    Only for registered members

    Partnership Success Manager · US Based (remote) · Students' Union Partners Team · Location: Remote across US with regular travel across the US to our university partners · native has been building for 10 years, but we're still very much a startup: fast-moving, ambitious, and bu ...

    Wilmington $80,000 - $145,000 (USD) per year

    6 days ago

  • Work in company

    Client Success Manager

    Only for registered members

    We are currently seeking a Client Success Manager (CSM) for our Digital Brand Services (DBS) business division.As a CSM in DBS, you will interact with decision-makers at Fortune 1000 companies and their law firms to help them grow and protect their global brands online. · ...

    Wilmington

    1 month ago

  • Work in company

    Senior Relationship Success Manager

    Only for registered members

    · Why Great Gray? · At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client servi ...

    Wilmington, DE, US

    1 week ago

  • Work in company

    Client Success Manager

    Only for registered members

    WearecurrentlyseekingaClientsuccessManagertohelpdecisions-makersatFortune1000companiesandtheirlawfirmstogrowandprotecttheirglobalbrandsonline.Thispositionrequiresexten-siveclientcontact,includingsomefacetofacemeetings,andtheabilitytopresentcomplexinformationinclearandconcisemanne ...

    Wilmington Full time

    1 month ago

  • Work in company Remote job

    Strategic Customer Success Manager

    Only for registered members

    This role is for a Strategic Customer Success Manager to manage top-tier public and private sector clients, overseeing 3–5 of our top accounts. · ...

    Wilmington, DE

    3 weeks ago

  • Work in company

    Client Success Manager

    Only for registered members

    We are seeking a highly organized, proactive Client Success Manager to serve as the central point of accountability across our internal teams and client relationships.This role is critical to ensuring that projects, deliverables, reporting, and client inputs move forward on time ...

    Aston Township

    1 month ago

  • Work in company

    Customer Success Manager

    Only for registered members

    The Customer Success Manager is responsible for the building and management of customer relationships while leading the customer to full adoption of our products. · ...

    Conshohocken Full time

    1 month ago

  • Work in company

    Deployment Success Manager

    Only for registered members

    FreedomPay is seeking a detail-oriented and proactive professional to join our team in managing our client deployments. · ...

    Philadelphia

    3 weeks ago

  • Work in company

    Customer Success Manager

    Only for registered members

    The Customer Success Manager will help onboard new customers and focus on retaining and expanding existing ones., You are customer-centric in everything you do; over-communicating to our customers and relaying their feedback,, You will confidently manage a book of business,, You ...

    Philadelphia $100,000 - $150,000 (USD)

    3 weeks ago

  • Work in company

    Customer Success Manager

    Only for registered members

    We meticulously create robust solutions that enable our customers to identify, assess, and remediate cybersecurity risk across their attack surface, · We have a rapidly growing customer base at UpGuard. · ...

    Philadelphia $85,000 - $100,000 (USD)

    1 month ago

  • Work in company

    Product Success Manager

    Only for registered members

    This is a hybrid position located in Malvern, PA. · About The Institutes · Located in beautiful Malvern, Pennsylvania, The Institutes are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and ...

    Malvern, PA $80,000 - $150,000 (USD) per year

    1 week ago

  • Work in company

    Client Success Manager

    Only for registered members

    The Client Success Manager plays a critical dual role in supporting FreeAxez customers across two major product verticals: the Gridd Access Floor System and the Gridd Mobile digital platform. · Serve as a trusted advisor to new, current, and past clients by managing inbound inqui ...

    Philadelphia $65,000 - $80,000 (USD)

    1 month ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Title: Customer Success Manager · Department: Customer Success · Location: US Remote · About Aria Systems · Aria provides a cloud-based monetization platform for subscription- and usage-based businesses. Aria removes billing bottlenecks and allows companies to rapidly introduce a ...

    Philadelphia, PA $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Customer Success Manager

    Only for registered members

    The Customer Success Manager is responsible for building and managing customer relationships while leading the customer to full adoption of our products.Maintain strong relationships with customers · Drive strategic development of customer programs · Establish initiatives to enco ...

    Conshohocken

    1 month ago

  • Work in company

    Success Plan Manager

    Only for registered members

    + Develop into a trusted advisor who supports customers in adopting SAP solutions including SAP S/4HANA. · + Translates customer business objectives into structured success activities. · + Collaborates across SAP delivery teams to provide coordinated customer experience. ...

    Newtown Square, PA

    2 weeks ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Who we are: · Formic is on a mission to reshape American manufacturing by making automation accessible to every factory. As labor constraints rise, costs increase, and global competition intensifies, automation is no longer optional for manufacturers that want to stay competitive ...

    Philadelphia $100,000 - $130,000 (USD) Full time

    4 days ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Planisware is seeking a motivated Customer Success Manager (CSM) who will be responsible for building and maintaining strong relationships with our enterprise clients. · ...

    Philadelphia

    1 month ago

  • Work in company

    Customer Success Manager

    Only for registered members

    We are seeking an Account Manager / Customer Success Manager with direct mail and print industry experience who thrives on managing relationships, coordinating execution, and ensuring clients see consistent value from their marketing efforts. · Serve as the primary day-to-day con ...

    Plymouth Meeting

    3 weeks ago

Jobs
>
Wilmington