Institutional Relationship Manager
Core
Serve as the primary contact for institutional clients (pension plans, endowments, foundations) and their investment consultants to drive relationship growth and deliver high-quality client service.
Role type
Institutional Relationship Manager
Builds
Long-term client relationships and organic growth for the firm's investment strategies
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, investment strategy articulation, stakeholder engagement, CRM data capture, Salesforce proficiency, Microsoft Office proficiency
Preferred skills
Experience with pension plans, endowments, and foundations, industry network development
Technologies
Salesforce, Microsoft Office
Responsibilities
Serve as primary contact for assigned institutional and intermediary clients, lead client engagement including calls and meetings, own timely resolution of client inquiries, deepen client relationships through proactive engagement, articulate the firm's investment strategies, partner with internal teams to deliver coordinated service, capture client activity and insights in Salesforce
Seniority
Mid-Senior level (5-15 years experience)
