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Institutional Client Success Manager

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-02-16
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Institutional Client Management Consultant to support financial advisors in servicing institutional clients. The role requires at least 6 years of experience in client services related to retirement plans and proficiency in CRM systems. Responsibilities include managing client relationships, assisting in transitions, and creating presentations. The position is on-site in Leawood, Kansas, and offers comprehensive benefits, including health coverage and a discretionary bonus.
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