Job Description

About the Company

We are a global wealth management and institutional asset management firm overseeing more than $850B in assets under management across private wealth, sovereign funds, pension institutions, endowments, and ultra-high-net-worth advisory platforms.

Our services span portfolio management, alternative investments, private equity, real assets, structured products, ESG-focused strategies, and digital advisory solutions. Operating in highly regulated global markets, we maintain long-standing relationships with institutional investors, family offices, and multinational financial intermediaries.

As client expectations evolve toward personalization, transparency, digital engagement, and performance accountability, we are seeking a strategic Chief Client Officer (CCO) to lead global client experience, retention, growth, and strategic relationship management at enterprise scale.

This is not a relationship management oversight role. This is a client-centric transformation mandate.

Job Function

The Chief Client Officer will architect and lead the firm’s global client strategy across institutional, private wealth, and strategic intermediary channels. This executive will oversee client engagement frameworks, service delivery standards, retention strategies, cross-sell growth initiatives, and digital client experience modernization.

The CCO will ensure that client relationships are not only retained but also expanded, deepened, and strategically aligned with long-term firm growth.

Essential Duties and Responsibilities

• Define and execute a global client engagement strategy across institutional and private wealth segments

• Lead global client service, relationship management, and client success organizations

• Oversee key account strategy for sovereign funds, pension funds, and UHNW portfolios

• Establish client retention and expansion frameworks tied to revenue growth

• Develop enterprise-level client satisfaction and Net Promoter Score (NPS) programs

• Drive personalization strategy leveraging data analytics and digital advisory platforms

• Lead strategic client communications during market volatility and performance cycles

• Collaborate with Investment and Product teams to align portfolio solutions with evolving client needs

• Strengthen onboarding, reporting transparency, and performance communication standards

• Oversee client-facing technology transformation initiatives

• Guide cross-border service consistency across global offices

• Manage executive-level client escalations and relationship risk mitigation

• Mentor regional client leadership teams across multiple jurisdictions

Strategic Support

• Advise the CEO and Board on client concentration risk and retention strategy

• Support international expansion into new wealth and institutional markets

• Contribute to the M&A integration strategy for acquired client portfolios

• Align client strategy with long-term AUM growth objectives

• Strengthen institutional partnerships and global intermediary alliances

• Support investor communications and brand positioning efforts

Job Qualifications and Requirements

• 15+ years of executive leadership in wealth management, asset management, or institutional financial services

• 8+ years managing global client relationship organizations

• Proven track record overseeing portfolios exceeding $100B+ in AUM

• Strong understanding of institutional investment products and alternative asset classes

• Experience leading multi-region client service teams

• Demonstrated success driving retention and expansion in long-cycle advisory relationships

• Deep understanding of global regulatory frameworks in financial services

• Bachelor’s degree required; MBA or advanced finance degree preferred

• CFA designation or equivalent financial credentials preferred

Personal Capabilities and Qualifications

• Executive presence with exceptional stakeholder communication skills

• Strong relationship-building and trust-based leadership approach

• High emotional intelligence and a client-centric mindset

• Analytical thinker with performance-driven orientation

• Resilience in volatile financial market environments

• Strategic yet operationally disciplined

• Cross-cultural leadership capability

• Strong ethical and governance orientation

Working Conditions

• Hybrid executive model with 30–40% global travel

• Direct interaction with institutional boards, CIOs, and UHNW clients

• High-accountability role tied to AUM growth and retention performance

• Frequent Board and investor reporting responsibilities

• Exposure to global financial market volatility and regulatory oversight

Compensation & Benefits

Total Executive Compensation Package: $325,000 – $433,000 USD

Executive Compensation Includes:

• Competitive base salary within stated range

• Performance-based annual bonus tied to AUM growth and retention metrics

• Long-term equity participation and executive incentive plans

• Comprehensive executive health and wellness benefits

• Retirement and deferred compensation programs

• Relocation and global mobility assistance

• Executive leadership coaching and advisory support

• Generous PTO and executive leave structure

Why Join Us

• Lead global client strategy within a top-tier wealth and asset management firm

• Influence multi-hundred-billion-dollar institutional relationships

• Drive personalized client engagement in evolving financial markets

• Partner with world-class investment leadership teams

• Competitive executive compensation aligned with enterprise performance

• Opportunity to redefine client excellence at a global financial scale