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

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