PEAK6

Manager, Client Communications

PEAK6

full-time

Posted on:

Location Type: Hybrid

Location: Austin • New York • Texas • United States

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Salary

💰 $111,760 - $139,700 per year

About the role

  • Manage client communications holistically, aligning strategies across Apex teams to deliver information and clear messages to clients.
  • Design and oversee a comprehensive client communication calendar to ensure coordinated, scheduled updates to clients
  • Develop a strategy to tailor communications for different client contact roles, ensuring relevance and resonance.
  • Identify modalities in which communications are delivered.
  • Collaborate with the product team to incorporate client notifications seamlessly into the user experience of Apex Ascend technology.
  • Maintain distribution lists with firm characteristics and role types so recipients receive relevant communications
  • Partner across internal teams (e.g., product, marketing, product marketing, and operations) to coordinate how Apex communicates our most important updates and initiatives effectively.
  • Work with product and product marketing to ensure there are appropriate talking points and/or content related to operational topics.
  • Draft and edit tailored communications for clients and manage a communications approval process including compliance, key stakeholders, and marketing reviews.
  • Engage with technical subject matter experts to translate complex concepts into clear, client-friendly communications.
  • Design scalable communication processes that address evolving client and company needs.
  • Build processes for internal alignment, including information intake, communication drafting, distribution, and tracking communications sent.
  • Develop and refine internal systems and strategies to align communications across Apex teams.
  • Lead the AIM (Apex Information Message) process to deliver time-sensitive notifications, often collaborating across teams under tight deadlines.
  • Maintain and refine an up-to-date communications contact database, ensuring accurate client information and respect for their preferences.

Requirements

  • Bachelor's degree in Communications, Business, Finance, or related other related fields (or equivalent work experience) required
  • 5+ years of experience managing client communications in the financial services or fintech industries
  • 2+ years of people management experience preferred
  • FINRA SIE, Series 7, or Series 24 License(s) preferred
  • Experience managing client communication databases (e.g., Salesforce or other CRM tools).
  • Experience with creating scalable messaging frameworks or templates for large client bases.
  • Experience with building processes and functions in a fast-paced and dynamic environment.
  • Exceptional writing and communication skills with experience drafting client communications on sensitive or technical topics.
  • Demonstrated ability to tailor messaging to diverse audiences, from highly technical teams to executive client stakeholders.
  • Familiarity with financial products, technology platforms, and compliance and regulatory requirements related to client-facing communications in financial services.
  • Ability to leverage data and analytics to assess the impact of communication strategies and make continuous improvements.
  • Strong organizational and project management capabilities to oversee processes, calendars, and approval workflows.
  • Ability to navigate complex organizations, manage multiple priorities, and align stakeholders across teams.
  • Proficiency in managing clients’ contact databases and implementing strategies tailored to individual roles.
  • Problem-solving mindset, proactive thinking, and exceptional attention to detail.
  • Demonstrated ability to influence laterally, forging partnerships across teams to drive results independently.
  • Commitment to ensuring the quality, timing, and professionalism of all communication activities.
  • Highly communicative and collaborative, with the ability to ask incisive questions to gather and clarify information.
  • Flexible and available outside standard hours to ensure clients receive timely communications in urgent situations.
  • A builder mindset, equipped to create and establish communication frameworks from the ground up.
Benefits
  • healthcare benefits (medical, dental and vision, EAP)
  • competitive PTO
  • 401k match
  • parental leave
  • HSA contribution match
  • paid subscription to the Calm app
  • generous external learning and tuition reimbursement benefits
Applicant Tracking System Keywords

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

Hard Skills & Tools
client communications managementcommunication database managementscalable messaging frameworksdrafting client communicationsdata analytics for communication strategiesproject managementprocess buildingfinancial products knowledgecompliance and regulatory requirementstechnical writing
Soft Skills
exceptional writing skillsorganizational capabilitiesproblem-solving mindsetcollaborative communicationability to tailor messaginginfluencing skillsattention to detailflexibilityproactive thinkingstakeholder alignment
Certifications
Bachelor's degree in CommunicationsBachelor's degree in BusinessBachelor's degree in FinanceFINRA SIE LicenseSeries 7 LicenseSeries 24 License