Head of Client Services & Relationship Management

Phillip Capital Inc.Chicago, IL, US

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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

We’re 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

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Of Client Management • Chicago, IL, US