Career Intelligence

What's next for Client Management Representative?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

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2021
Peak year · 240 people
20
Started here (first job)
Top role after 5 years
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming Client Management Representative.

Career Transitions by Time Period

Top roles people move into after Client Management Representative, broken down by years after.

Role +1y +2y +5y +10y +20y
Portfolio Specialist 50.0% 37.5% 14.3%
Financial Consultant 10.5% 21.9% 14.3%
Investment Management Consultant II 13.2% 15.6%
Managed Solutions Consultant 7.9% 9.4% 28.6%
Investment Management Consultant 7.9% 7.1%
Investment Consultant 5.3% 6.3%
Team Leader, Client Services 14.3%
REALTOR® 7.1% 10.0%
Executive Private Client Relationship Manager 20.0%
VP, Regional Planning Consultant 20.0%
Defined Benefits Representative III 2.6%
Benefits & Planning Consultant, Executive Services 2.6%
Account Executive 3.1%
Assistant Investment Officer 3.1%
Client Service Associate 3.1%

Where They Go Over Time

Top roles at each career milestone after becoming Client Management Representative.

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