Relationship Management, MD
Core
Lead strategic engagement and delivery for a portfolio of institutional Asset Owner clients (public pensions, endowments, foundations, corporations, OCIOs) as a player-coach leader.
Role type
Senior IC Managing Director / Team Lead (Asset Owner Relationship Management)
Builds
Integrated custody, accounting, performance, and data services solutions for institutional investors
Domain
Financial Services / Asset Management / Institutional Investing
Deliverable
client delivery
Required skills
Strategic relationship management, team leadership and mentorship, cross-functional solution delivery, executive stakeholder management, business development and revenue growth, risk and governance management, CRM data management, client presentation and sales execution
Preferred skills
CFA designation, advanced degree, deep understanding of investment operations and regulatory environments
Technologies
SF360 CRM
Responsibilities
Lead strategic relationship coverage for a portfolio of Asset Owner clients; Build, mentor, and lead a team of relationship managers; Partner with product and technology to deliver holistic front-to-back solutions; Identify and pursue strategic opportunities to expand capabilities and revenue; Ensure proactive management of client sentiment and risk items; Manage assigned clients to develop new business and retain existing revenue streams
Seniority
Senior, hands-on IC with team leadership