Client Success Manager - PriceMetrix

Job Description

About PriceMetrix and Coalition Greenwich

PriceMetrix is a prominent entity within Coalition Greenwich, and the premier provider of practice management software for wealth management firms across North America.

Leveraging advanced analytics and industry benchmarking, PriceMetrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth.

Coalition Greenwich builds analytics and business intelligence products that are integral to how the world’s largest corporate and investment banks and fintechs measure, plan and improve their businesses.

These products include market analysis and benchmarking against peers on market share, technology, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioural drivers, and analysis on industry evolution.

Our customers include all of the largest financial institutions, and we are the market leader in our space.

Coalition Greenwich is a division of CRISIL, a $5bn market cap global analytics company which is majority owned by S&P Global.

About The Role

As the Client Success Manager, you will work directly with a wide variety of wealth management firms as the relationship lead. You will be responsible for driving product adoption of existing tools, removing roadblocks, proactively managing risk, identifying opportunities for new products and services, and cultivating relationships. You’ll work with a broad number of stakeholders, including senior leadership, practice management teams and advisors, to learn how their teams function and the challenges they face, and help set them up for long-term strategic growth.

In this role, you will:

• Oversee the customer experience for a portfolio of high-value accounts with the goals of retention, awareness and growth.
• Build and foster deep relationships at all levels of the customer organization, multi-tasking with customers to ensure alignment with their business goals.
• Use strategic thinking, consultative problem solving, and deep product knowledge to help your customers achieve measurable business outcomes, new use cases and maximize their ROI with PriceMetrix solutions.
• Operate as subject matter expert on the Practice Management tools, products and capabilities.
• Partner with multiple internal cross-functional teams (Client Development, Analytics, Product, Operations, Executive Leadership) to develop and execute client plans that align stakeholders on growth strategies and risk mitigation.
• Create and deliver Executive Business Reviews for client leadership teams, keynote presentations on industry insight, and coaching consultations/workshops for field leaders and advisor.
• Deliver practice management concepts at our clients focused on topics such as business productivity, client pricing, and advisor growth – supported by our research, in-house expertise and software solutions.
• Limited travel, usually around once per quarter.

Our dynamic Client Success team is headquartered in downtown Toronto. We operate within a collaborative team environment where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. In this role, you will report directly to the Director of Client Success.

Requirements

Professional experience:

• 6+ years of experience in financial services, preferably in wealth management.

Primary skills:

• Knowledge of the Wealth Management Industry and practice management concepts to help advisors grow their businesses.
• Experience in working with financial advisors and/or C-suite decision-makers.
• A proven track record of measurably impacting customer results through creative problem-solving, strategic consulting, and change management. Experience in doing this with SaaS platforms is desired but not required.
• Strong communication and relationship-building skills, with the ability to multithread across stakeholders and deliver compelling executive-level presentations.
• French is a nice to have.

Industry domain:

• Practice Management
• Coaching and Training
• Data and Analytics
• Account Management
• Business Development and Strategy
• Strategic Client Relationships

Your Growth

Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.

In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.

When you join us, you will have:

• Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
• A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
• Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
• World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.