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Client Lifecycle Management Jobs (NOW HIRING)

The TCW Group

VP/SVP, Client Administration

Los Angeles, CA · On-site

$149.20K - $191.30K/yr

Client Lifecycle Management : Serve as the primary point of contact for clients and consultants on institutional separate account lifecycle events, including onboarding, amendments, closures ...

SMBC

Client Management - Associate

Manhattan, NY

$78K - $125K/yr

The Client Management role is part of the Client Lifecycle Department within the Chief Operating Office of the SMBC Global Markets front office. The team manages processes supporting expansion of our ...

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How much do client lifecycle management jobs pay per year?

As of May 30, 2026, the average yearly pay for client lifecycle management in the United States is $83,825.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Client Lifecycle Management, and why are they important?

To thrive in Client Lifecycle Management, you need a strong understanding of client onboarding, compliance regulations, and process optimization, typically supported by experience in financial services or client relationship roles. Familiarity with KYC/AML systems, CRM platforms, and regulatory compliance tools is commonly required. Exceptional organizational skills, attention to detail, and effective communication help professionals build trust and streamline complex processes. These competencies are vital to ensure regulatory adherence, client satisfaction, and operational efficiency throughout the client journey.

What are some common challenges faced in a Client Lifecycle Management role, and how can they be addressed?

Professionals in Client Lifecycle Management (CLM) often encounter challenges such as keeping up with evolving regulatory requirements, ensuring data accuracy across multiple systems, and coordinating effectively with cross-functional teams like compliance, sales, and operations. Addressing these challenges requires strong attention to detail, proactive communication, and continuous learning about compliance updates. Leveraging automation tools and robust workflow processes can help streamline client onboarding, due diligence, and ongoing review tasks, making collaboration smoother and reducing errors.

What is Client Lifecycle Management?

Client Lifecycle Management (CLM) refers to the comprehensive process of managing a client's journey with a company, from onboarding and account setup to ongoing relationship management and eventual offboarding. This includes tasks such as due diligence, compliance checks, monitoring client activity, and maintaining up-to-date client records. CLM aims to ensure regulatory compliance, enhance client experience, and optimize operational efficiency by streamlining client-related processes. It is commonly used in industries like banking, finance, and professional services where regulatory requirements are strict.

What is the difference between Client Lifecycle Management vs Client Relationship Manager?

AspectClient Lifecycle ManagementClient Relationship Manager
Primary FocusManaging the entire client journey from onboarding to retentionBuilding and maintaining strong client relationships
ResponsibilitiesProcess optimization, client onboarding, retention strategiesCustomer communication, account management, client satisfaction
Required SkillsProcess management, analytics, communicationInterpersonal skills, sales, customer service
Work EnvironmentCross-departmental, strategic roles in finance or bankingClient-facing, sales or account management settings

While both roles focus on client engagement, Client Lifecycle Management oversees the entire client journey, emphasizing process and retention strategies. Client Relationship Managers primarily focus on direct client interactions and relationship building. Understanding these distinctions helps organizations assign roles effectively and professionals target their career development.

More about Client Lifecycle Management jobs
What job categories do people searching Client Lifecycle Management jobs look for? The top searched job categories for Client Lifecycle Management jobs are:
Client Lifecycle Management jobs near you
Infographic showing various Client Lifecycle Management job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 56% In-person, and 44% Remote job distribution, with an average salary of $83,825 per year, or $40.3 per hour.

Client Management - Associate

Sumitomo Mitsui Financial Group, Inc.

Manhattan, NY

$78K - $125K/yr

Other

Posted 9 days ago

Job description

 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $78,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

SMBC Capital Markets, Inc. (CM) is a derivatives trading firm based in New York City, with offices in Charlotte, NC, London and Hong Kong. SMBC CM is an established derivatives dealer with a broad product portfolio focused on interest rates and foreign exchange products such as rates & FX swaps, options & exotics as well as exchange traded products. SMBC Nikko Securities America, Inc. (Nikko US) is an SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). These entities provide coordinated services to our corporate and institutional clients as part of the SMBC Global Markets business unit.

The Client Management role is part of the Client Lifecycle Department within the Chief Operating Office of the SMBC Global Markets front office. The team manages processes supporting expansion of our businesses, while improving customer experience and managing risks & controls during onboarding. The Client Management role will help drive high-priority clients through the credit application, legal negotiation and onboarding processes. The successful candidate will have the ability to design and implement frameworks required to manage the status of the various stages of the pre-trade onboarding process and stand up an internal onboarding facilitation mechanism. The role will work hand-in-hand with credit officers, legal negotiators and KYC analysts to maintain accurate onboarding statuses and drive the client onboarding prioritization provided by management. The position is on the trading floor involving direct contact with front office staff, support functions and our clients. As part of the first line of defense, the Client Lifecycle Department maintains sound control processes designed to introduce clients as effectively as possible while acting in accordance with relevant regulations, policies and procedures.

Role Objectives: Delivery
  • Work directly with the Head of Client Lifecycle, Client Management Lead and functional teams (Legal, Credit, KYC, etc) to drive priority clients through the pre-trade onboarding process
  • Assist in the design, documentation and operation of new onboarding processes that support the growth of the Global Markets Business
  • Support client outreach initiatives, managing detailed statuses of high volume email traffic
  • Assist Client Management with other team tasks such as communication with clients throughout the onboarding process and client e-commerce enablement
  • Manage pipeline of work to ensure high value clients are prioritized
  • Support Credit fast track processes for high volume principals
  • Identify opportunities for enhancements to improve efficiency, controls and customer experience
  • Work on special projects as required
Qualifications and Skills
  • BA/BS required
  • 3-5 years of Markets onboarding or other relevant business analyst / business mgmt. experience
  • Outstanding verbal & written communication skills, backed by strong analytics & attention to detail
  • Demonstrated capability to build relationships and mange stakeholders
  • Ability to operate independently, manage multiple simultaneous priorities and perform well under pressure in a demanding environment
  • Experience in customer service or demonstrated ability to serve customers well
  • Proficient in Word, Excel and PowerPoint

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

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