Institutional Client Relationship Manager
Core
Overseeing and servicing a territory of institutional investor clients including large corporate, public, and endowment/foundation plan sponsors across equity, fixed income, and multi-asset offerings.
Role type
Senior Institutional Client Relationship Manager
Builds
Retains and grows relationships with institutional clients in a specific territory
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
Institutional client service, sales, financial service experience, communication, presentation, internal resource navigation, travel
Preferred skills
Leading teams, collaboration across institutional teams
Technologies
None stated
Responsibilities
Overseeing and servicing a territory representing a wide array of institutional investor clients; making proactive calls and visits to clients; coordinating and collaborating with field consultants and internal institutional teams; delivering a superior client service experience.
Seniority
Senior, hands-on IC