Interplay

Client Success Director

Interplay

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $160,000 - $175,000 per year

Job Level

Lead

About the role

  • Serve as primary and/or secondary point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
  • Prepare for and conduct weekly meetings with member families; take ownership and drive forward ad-hoc projects for families.
  • Advise families on applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
  • Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution.
  • Monitor portfolio investment progress and performance, and coordinate with operations team in reporting process and delivery to families.
  • Contribute to our business development efforts, including onboarding of new families and expanding client service offering.
  • Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.

Requirements

  • 7+ years of proven experience in client success, client service, or a similar role.
  • A strong understanding of financial markets, investments, and financial planning.
  • High emotional intelligence (EQ) and extroverted social skills are essential.
  • High degree of familiarity with client relationship management and customer service best practices.
  • Excellent communication, negotiation, and presentation skills.
Benefits
  • None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax strategiesestate planninginsurance strategiesasset allocationcash managementportfolio investment monitoringcompliance guidelinesSEC requirements
Soft Skills
client successclient serviceemotional intelligencesocial skillscommunication skillsnegotiation skillspresentation skills