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CFM is seeking a Head of Managed Accounts to lead their managed account services, emphasizing strategic growth and client relationship management. The ideal candidate will have extensive experience in financial services, particularly in managed accounts, and strong leadership skills.
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Job Summary
This role involves leading the strategic direction and daily operations of managed accounts at CFM.
The successful candidate will manage high-value client portfolios and ensure alignment with investment goals.
CFM offers a dynamic environment for experienced finance professionals to drive growth and client satisfaction.
Matching Summary
Match Score: 75
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CFM is seeking a Head of Managed Accounts to lead their managed account services, emphasizing strategic growth and client relationship management. The ideal candidate will have extensive experience in financial services, particularly in managed accounts, and strong leadership skills.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Managed account oversight experience
Investment portfolio management skills
Client relationship management expertise
Nice-to-have
Strategic financial planning background
Team leadership in finance sector
Strong analytical decision-making abilities
Key Requirements
Proven experience in asset or wealth management
Advanced degree in Finance or related field preferred