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Associate Director Client Engagement Jobs in Wisconsin

Default Brand

WI · On-site

$63K/yr

You will report to the Director, Victory Capital InVest You Will: * Coach, mentor, and influence a team of 10 to 15 service representatives responsible to the Victory Capital Investors for account ...

Zenith American Solutions, Inc.

WI · On-site

Supports the Director, Client Relationship in the facilitation of participant engagement, for ... Education Associate's degree in a business-related field. * Skills Excellent verbal and written ...

Gartner, Inc.

WI · On-site

$53K - $77K/yr

Client Success Associate - New Client Engagement Bilingual Role: Portuguese and English Remote US based Opportunity About the role: The Client Success team follows a Client for Life Philosophy, and ...

American Cancer Society, Inc.

WI · On-site

$80K - $85K/yr

The Associate Director serves as a strategic connector and catalyst for advancing the American ... engagement, and cross-sector collaboration ensuring coordinated, patient-centered cancer care that ...

Bennington College

WI · On-site

The Associate Director of Employer Relations plays a crucial role in managing and coordinating both ... Employer Engagement and Field Work Term Support * Foster employer partnerships and supporting the ...

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Associate Director Client Engagement information

What does an associate director client engagement do?

An Associate Director of Client Engagement is responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and helping to deliver high-quality services or products. They work closely with internal teams to manage client accounts, oversee project delivery, and identify opportunities for growth or improvement. Their role often involves strategic planning, resolving client concerns, and contributing to the overall client satisfaction and retention goals of the organization.

What are some common challenges faced by an associate director client engagement, and how can they be overcome?

Associate Directors of Client Engagement often navigate challenges such as managing complex client expectations, balancing multiple high-priority projects, and fostering strong internal collaboration across departments. To overcome these, it's essential to maintain transparent communication, set clear deliverables, and proactively address potential issues before they escalate. Building strong relationships with both clients and internal teams can help streamline workflows and ensure client satisfaction, while ongoing professional development can enhance leadership and problem-solving skills.

What are the key skills and qualifications needed to thrive as an associate director client engagement, and why are they important?

To thrive as an Associate Director Client Engagement, you need a strong background in client relationship management, strategic planning, and business development, often supported by a relevant degree and experience in account or client services. Familiarity with CRM platforms, data analytics tools, and project management software is typically required. Outstanding communication, leadership, and problem-solving skills are essential soft skills for building trust and motivating teams. These competencies ensure effective client retention, successful project delivery, and the growth of client partnerships.

What cities in Wisconsin are hiring for Associate Director Client Engagement jobs?

Cities in Wisconsin with the most Associate Director Client Engagement job openings:

Supervisor, Client Engagement

WI • On-site

Default Brand
See more jobs at Default Brandexternal

$63K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional,
intermediary, and individual clients through our Investment Franchises and Solutions Platform, which
manage specialized investment strategies across traditional and alternative asset classes. Our
differentiated approach combines the power of investment autonomy with the support of a robust, fully
integrated operational and distribution platform. Clients have access to focused, top-tier investment
talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us
on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

We are looking for a motivated and experienced leader to join Victory Capital InVest. In this role you will
influence and lead a group of Service and Acquisition Specialists in delivering world-class service to our
investors while attaining team goals, promoting productivity, and achieving operational excellence.

You will report to the Director, Victory Capital InVest

You Will:
  • Coach, mentor, and influence a team of 10 to 15 service representatives responsible to the
    Victory Capital Investors for account servicing of mutual fund and 529 College Savings Plan (CSP)
    accounts
  • Lead team to deliver on performance goals including efficiency and customer service standards
  • Manage the live-chat team and voice channel
  • Monitor customer interactions to ensure quality and compliant standards are met
  • Manage adherence to regulatory standards and internal policies
  • Implement strategies to deepen customer relationships across all product lines
You Have:
  • Proven ability to lead teams to achieve business goals while maintaining high service standards
    in a contact center environment
  • Ability to independently master new concepts
  • Developed strategies to promote sustained performance across all key metrics
  • Effectively lead teams through a dynamic environment of change
  • Excellent verbal and written communication skills
  • Foundational business knowledge of managing revenue and expenses
  • Delivered operational excellence through employee adoption of and execution
  • Experience in financial services industry
  • Experience leading and coaching others preferably in a contact center environment
  • FINRA Securities Industry Essentials (SIE), Series 7, Series 63 (or must obtain within 1-year of hiredate)
  • FINRA Series 24 (or must obtain within 1-year of hire date)
Preferred Skills:
  • Investments service and sales experience
  • Ability to facilitate problem solving with the team and promote a shared sense of ownership of business outcomes and customer outcomes
  • Working knowledge of mutual funds, college savings plans, 403b, and brokerage products
  • Project management experience and ability to meet deadlines
  • Medical
  • Dental
  • Vision plans
  • Flexible PTO
  • Family Medical and Disability Leaves
  • Education Tuition Reimbursement
  • a 401k plan with a generous employer match.
Target Compensation:

The target base salary range for this position is $63,750 - $ 75,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s
skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total
compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual
compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived
race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender
(including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity
or expression (including transgender status), sexual orientation, marital status, military service
and veteran status, physical or mental disability, genetic information, height, weight, hair
texture or a hairstyle historically associated with race to include braids, locks, or twists; or any
other characteristic protected by applicable federal, state, or local laws and ordinances.

Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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