Director of Client Management Jobs
Director of Client Management jobs are open across technology, financial services, healthcare, consulting, and professional services, from senior manager to VP level, with specializations in enterprise accounts, customer success, and strategic partnerships. Find a role that fits below and apply directly.
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Showing 5 of 24+ Director of Client Management jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 24 Director of Client Management Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsDirector of Client Management Job Market
Who's Hiring
Top Industries Hiring
- Law & Legal Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in director of client management jobs.
- 7+ years of client management or account management experience, including team leadership
- Demonstrated ability to manage and grow multi-million-dollar client portfolios
- Proficiency with CRM platforms such as Salesforce to track pipeline and account health
- Experience building and executing client success or retention strategies at scale
- Strong executive-level communication and stakeholder presentation skills
- Bachelor's degree in business, marketing, communications, or a related field
Tips for Your Director of Client Management Job Search
Quantify your client retention results
Hiring managers for this role want to see numbers behind your relationship management. Pull renewal rates, net revenue retention, and portfolio growth figures from past roles and put them in your resume before you apply.
Tailor your resume to account complexity
Some postings emphasize enterprise accounts worth eight figures, others focus on high-volume SMB books. Match your resume's examples to the account scale the job description describes so your experience reads as directly relevant.
Apply early to roles that fit
Migrate Mate lists director of client management openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by industry vertical
Client management workflows differ sharply between SaaS, financial services, and healthcare. Search by industry keyword alongside the job title so you're applying to roles where your domain experience transfers cleanly, not just your management skills.
Prepare a client scenario story for interviews
Expect at least one behavioral question about a deteriorating client relationship you turned around. Have a specific example ready that covers what triggered the problem, how you diagnosed it, what you did, and what the outcome was.
Negotiate scope alongside compensation
At director level, the number of accounts, the size of your team, and your budget authority shape your day-to-day more than base salary alone. When an offer comes, clarify those parameters before accepting so you're not inheriting an unworkable book.
Director of Client Management Jobs: Frequently Asked Questions
Which companies are hiring the most director of client managements?
The most active employers for director of client managements right now are Robert Half, JPMorganChase, and Optum, and the most openings are in New York, California, and Illinois, based on current listings on Migrate Mate as of November 2026. Technology and financial services firms consistently drive the highest volume of postings for this title.
How many director of client management jobs are remote?
About 85% of director of client management openings are fully remote or hybrid as of November 2026, reflecting strong employer flexibility at this seniority level. Roles focused on digital products, SaaS platforms, and customer success tend to offer the most remote arrangements, while positions requiring on-site executive relationship management or regular client travel lean toward hybrid or in-person.
How do you become a director of client management?
Most directors of client management progress from individual contributor account manager or customer success roles into team lead positions before stepping into director-level accountability. Building a record of growing and retaining a named client portfolio, developing direct reports, and influencing cross-functional teams, product, finance, and operations, is what moves candidates from manager to director. Industry specialization accelerates that path considerably.
Can you get hired as a director of client management without direct experience in that exact title?
Yes, candidates from adjacent titles, VP of Account Management, Head of Customer Success, Senior Client Partner, regularly make the transition. What employers evaluate is whether you've owned revenue accountability for a client portfolio, managed a team, and operated at an executive relationship level. If your resume shows those outcomes clearly, the title difference matters less than the scope of work you describe.
What does the director of client management interview process look like?
Expect a multi-stage process that typically opens with a recruiter screen, moves into a structured behavioral interview focused on client escalation and retention scenarios, and includes a panel session with cross-functional stakeholders from sales, product, or finance. Many employers add a case study or presentation round where you're asked to diagnose a struggling account and propose a recovery plan. References and a final executive interview usually close the process.
Where can I find and apply to director of client management jobs?
You can find and apply to director of client management jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience and industry background, then apply directly to each one that fits.
See All 24 Director of Client Management Jobs
Find roles that match your experience and apply in just a few clicks.
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