Research Manager Product Consultant

About the position

The Research Manager Product Consultant role is part of the Research Manager Client Success team, which consists of global experienced professionals. The clients supported are based across the US and include Tier 1 to 3 clients who expect a high level of service. The team values collaboration, hard work, and continuous learning from clients and each other. The role is critical for client retention and business generation, allowing the individual to lead initiatives that impact the future advancement of the business. The consultant will learn about clients' businesses and help them identify needs through current and new products, contributing to high-quality client experiences.

Responsibilities

• Proactively monitor live transactions to ensure application operability and user success
• Provide outstanding client service by assisting clients with trade and commission management, service interruptions and/or production issues, user training, and general application usage
• Host client meetings to assist with training, product demos, and transactional support
• Produce scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion
• Partner with in-house Professional Services with client onboarding events to ensure proper training, user access and testing of production environments
• Compile daily operational reports to communicate the health of the business (i.e., volumes, risk exposure) to management

Requirements

• Experience managing client relationships
• Interest in the Capital Markets and the financial markets
• Excellent written and verbal communication skills, with the ability to adapt to all levels of management and clientele
• Exceptional interpersonal skills that encourage healthy dialogue and trusted client relationships
• Good organizational and time-management skills to adhere to deadlines and deliverables
• Ability to work independently while still interacting within an integrated team structure

Nice-to-haves

• Bachelor's degree and/or equivalent related work experience
• Strong knowledge of internet based applications
• Proficient in MS Office Suite

Benefits

• Health care coverage designed for the mind and body
• Generous time off helps keep you energized for your time on
• Access a wealth of resources to grow your career and learn valuable new skills
• Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs
• Family friendly perks for partners and children
• Retail discounts and referral incentive awards