Michael R. Dutton
Client Success Manager @Crisil Coalition Greenwich
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WORK HISTORY
Client Success Manager @Crisil Coalition Greenwich
Toronto, ON, CA
Oversee the customer experience for a portfolio of high-value accounts with the goals of retention, awareness and growth- Build and foster deep relationships at all levels of client firms, multi-tasking with customers to ensure alignment with their business goals- Use strategic thinking, consultative problem solving, and deep product knowledge to help customers achieve measurable business outcomes, new use cases and maximize their ROI with PriceMetrix solutions- Operate as subject matter expert on the Practice Management tools, products and capabilities- Partner with multiple internal cross-functional teams (Client Development, Analytics, Product, Operations, Executive Leadership) to develop and execute client plans that align stakeholders on growth strategies and risk mitigation- Create and deliver Executive Business Reviews for client leadership teams, keynote presentations on industry insights, and coaching consultations/workshops for field leaders and advisors- Deliver practice management concepts at our clients focused on topics such as business productivity, client pricing, and advisor growth – supported by our research, in-house expertise and software solutions.
EDUCATION
Sheridan College
Business Administration, Finance
Sheridan College
Adult Education Certificate
SKILLS
ABOUT MICHAEL R. DUTTON
I have more than 30 years of experience in Canadian Wealth Management spanning retail banking, fund company dealer relations, and a 15-year tenure at Manulife Wealth where I specialized in Practice Management and Learning & Development. My focus has always been to help advisors and their practices elevate their client experience, sharpen their value proposition, and adapt to the changing demands of our industry.In February 2025, I joined PriceMetrix, where I now help client firms use data driven insights to improve their growth, productivity, and pricing disciplines.I have a talent for making complex data simple, practical, and directly relevant to the work advisors do every day.Specialties: Relationship management, conferences, client relations, leadership, meeting facilitation, needs analysis, organizational skills, technical training, training programs, workshops.
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