Relationship Manager - Sub-Advised Insurance
Core
Primary relationship contact for strategic insurance and sub-advisory clients, ensuring service delivery, governance, and execution of client commitments.
Role type
Senior Relationship Manager (Institutional Insurance/Sub-Advisory)
Builds
Strategic client accounts and long-term partnerships within the insurance and sub-advisory sectors
Domain
Global Capital Markets / Institutional Asset Management / Insurance
Deliverable
client delivery
Required skills
Strategic relationship management, client servicing and operational excellence, cross-functional coordination, organizational agility, client retention and partnership development
Preferred skills
CFA, CAIA, or other relevant designations
Technologies
N/A
Responsibilities
Serve as primary relationship manager for assigned insurance and sub-advisory clients; Maintain ongoing client engagement and lead day-to-day relationship management activities; Coordinate quarterly reviews, governance activities, reporting requirements, and client deliverables; Monitor service expectations and facilitate resolution of client issues; Partner with Investments, Product, Operations, Legal, and Compliance teams to support execution; Support retention efforts through proactive relationship management and client advocacy; Contribute to strategic account planning and identification of client needs; Provide continuity of coverage across strategic relationships; Support development of junior team members and relationship management processes
Seniority
Senior, hands-on IC