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As Senior Relationship Manager, you'll serve as a primary contact for clients, managing relationships, acquiring new clients, and ensuring high standards in wealth management services.

The Senior Relationship Manager develops and maintains client relationships, identifies new business opportunities, and ensures compliance with regulations, while overseeing account management.

Represent Operations in huddles and sprints, simplify and automate processes, design target solutions and roadmaps, implement automation using Python/OCR/AI, track work in JIRA, and coordinate small-to-medium programs while managing onshore/offshore teams to drive operational improvements.

The Account Manager oversees day-to-day operations for CLO clients, managing compliance, communications, and reporting, while collaborating with various stakeholders.