Institutional Business Relationship Manager (RM)
Core
Institutional Business Relationship Manager supporting prospecting, cross-selling, and relationship management for large institutions (superfunds, asset consultants, insurance companies) across public and private market investment strategies.
Role type
Senior IC Institutional Business Relationship Manager
Builds
Client relationships and new business opportunities for large institutional clients
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
Institutional asset management experience, multi-asset class knowledge, portfolio construction, client relationship management, cross-selling, RFP coordination, CRM management, due diligence support
Preferred skills
Knowledge of SMA and commingled fund products, interest in expanding knowledge across asset classes
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Partner on client coverage and new business development; expand relationships with larger clients via value-add insights; develop and execute individual client relationship plans; attend portfolio manager roadshows and portfolio review meetings; coordinate offshore client meetings; support client investment due diligence; oversee new client onboarding; manage CRM and contact databases; liaise with internal investment teams; support Client Advisors in RFP coordination
Seniority
Senior, hands-on IC