A top-tier institutional asset management firm in midtown Manhattan is currently looking to hire a Director, Senior Client Relationship Manager with 7 - 15+ years of institutional client relationship management experience within the asset management industry.
Summary:
The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen client relationships. The Director, Senior Client Relationship Manager will also actively pursue new business development opportunities within a hybrid model approach.
The Director, Senior Client Relationship Manager is responsible for leading assigned client experience efforts and builds upon the firmâs reputation for excellence in investment management and client service. This role advocates the client's best interest to the firm and serves clients as a trusted advisor on a broad range of asset management issues representing the full range of the firm's asset management capabilities. Additionally, this role builds market understanding of the firm as a provider of leading-edge investment solutions resulting in an increase in new business opportunities among the asset owner community.
Responsibilities:
• Develops, maintains, and communicates a relationship management strategy framework
• Ascertain the clientâs investment and servicing needs, strategy and priorities. From this, develop, agree upon and execute the client experience
• Conduct regular relationship reviews with client, both formal and informal
• Lead the clientâs dedicated team of portfolio managers, client portfolio managers, client service manager, and when appropriate consultant developers in the overall service of the relationship
• Build strong relationships with field consultants gathering market intelligence and disseminating it back to the team
• Provide oversight of client initiated RFI and DDQ process
• Anticipates emerging customer trends as a basis for recommending products and services and expanding the business
• Manages relationships that are characterized by significantly complex products and services provided and/or take a significant business development focus
Requirements:
• 7 - 15+ years of experience in a relationship management and/or business development role with a proven record in cultivating relationships within the institutional and intermediary asset owner marketplace
• Undergraduate degree
• Preferred designations: CFA, CAIA, CIPM or MBA (not required)
• Knowledge of the asset owner marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
• Preferred knowledge and/or interest in various asset classes, including public equities, fixed income and alternatives
• Confident prospecting, lead generation and relationship management skills
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