Client Relationship Manager - 1 year contract
iA Private Wealth
About this role
The Client Relationship Manager at iA Financial Group acts as a strategic partner to plan sponsors, providing expert guidance on retirement plans, fostering client loyalty, and enhancing the client experience through relationship management and communication. The role involves collaboration with clients and internal teams to deliver tailored solutions and strategic initiatives.
Skills
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
About iA Private Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for iA Private Wealth.
Salary
$58k – $80k
per year
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