Role Overview
Laplace is a private wealth management consulting company with over 30 years of experience. The Client Activation and CRM Manager will define and drive the client value development strategy, animating the client portfolio, commercial activation, relational marketing, client journeys, and CRM contribution to data collection, equipment, and loyalty.
What You Will Do
The Client Activation and CRM Manager will build devices to identify commercial opportunities, orient advisor actions, and industrialize key moments in private wealth. They will directly contribute to the growth of assets under management, increase equipment rates, and improve client retention.
Why It Might Be a Fit
The ideal candidate will have experience in client value development, commercial activation, relational marketing, and CRM contribution. They will be able to build devices to identify commercial opportunities and industrialize key moments in private wealth.
Requirements
- experience in client value development
- commercial activation
- relational marketing
- CRM contribution
- ability to build devices to identify commercial opportunities and industrialize key moments in private wealth
To apply for this job please visit carriere-crystal.csod.com.
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