Head of Client Services & Relationship Management (Chicago) Job at Phillip Capital Inc., Chicago, IL

V0hxSkwybmdxdUVwVUJjY25Pc2Ywclp4S2c9PQ==
  • Phillip Capital Inc.
  • Chicago, IL

Job Description

Overview

Head of Client Services & Relationship Management

Location: Chicago, IL (Hybrid)

Phillip Capital Inc., located in Chicago, is dually registered with the SEC/FINRA as a self-clearing broker dealer and the CFTC as a registered Futures Commission Merchant (FCM) serving professional traders and institutions with customized clearing, custody and global market access solutions.

Base pay range
$110,000.00/yr - $160,000.00/yr

Were Hiring Head of Client Services & Relationship Management

Responsibilities

  • Serve as the senior relationship lead for top institutional clients (introducing brokers, commercial hedgers, asset managers, RIAs, trading firms, fintechs).
  • Develop and execute client success strategies to strengthen partnerships and drive growth.
  • Lead and mentor the client services team, instilling a client-first culture.
  • Partner with internal teams (Operations, Product, Compliance) to deliver seamless service and innovative solutions.
  • Conduct regular client business reviews, offering strategic insights and identifying opportunities for expansion.

Qualifications

  • 7+ years of client services or relationship management experience in financial services, with at least 5 in leadership.
  • Strong understanding of clearing, custody, and brokerage operations.
  • Proven success building and growing institutional client relationships in a regulated environment.
  • Excellent communication, negotiation, and leadership skills.
  • Commercial mindset with the ability to identify new opportunities within existing accounts.

To be considered for this position, please apply via LinkedIn or submit a resume directly to careers@phillipcapital.com with Head of Client Services & Relationship Management in the subject line. Phillip Capital Inc. will not consider candidates sent by recruiters for this position.

Pay range: $110,000 - $160,000

Details

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Business Development and Customer Service

Referrals increase your chances of interviewing at Phillip Capital Inc. by 2x

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Full time,

Similar Jobs

PNC

Corporate & Institutional Banking Undergraduate Intern - Capital Markets Job at PNC

 ...contribute to the companys success. As a Capital Markets intern within PNC's Corporate & Institutional Banking (C&IB) organization, you will be based in Chicago,...  ...Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging and Corporate... 

Givinghomehealthcare

Medical Technical Writer Job at Givinghomehealthcare

 ...continue delivering exceptional care to those who need it most.The Technical Writer plays a critical role in supporting patients by developing clear, accurate, and comprehensive medical narratives. This position ensures information is communicated effectively, helping... 

Kina'ole Foundation

Site Superintendent-Site Safety and Health Officer Job at Kina'ole Foundation

 ...oversight and compliance with schedule, budgets, schedules, and Site Safety & Health Programs for field activities Coordination of work...  ...Other duties as assigned by Supervisor Site Safety & Health Officer Duties and Responsibilities: Provide health and safety (H... 

Skills Alliance

Director Global Supply Chain Job at Skills Alliance

 ...logistics, and customer fulfillment. Role Overview: The Supply Chain Director will play a pivotal role in leading and optimizing...  ...and Finance. The ideal candidate will have strong experience in global supply chain operations, be comfortable in a recently... 

CoxHealth

Speech-Language Path HHA Job at CoxHealth

Job Description Job Description Facility: Home Support: 2240 W Sunset St, Springfield, Missouri, United States of America, 65807 Department: 1514 Admin CHAH Scheduled Weekly Hours: 20 Hours: 8:00 AM - 5:00 PM Work Shift: Day Shift (United States...