Institutional Relationship Manager

Position Title:

Relationship Manager

About the Role:

The Relationship Manager plays a crucial role in fostering client relationships and facilitating communication between clients and the investment team. This position requires a proactive individual who can effectively manage a diverse client portfolio while maintaining a high level of organization. The successful candidate will engage with large institutional investors and present investment strategies and updates. Adaptability and strong interpersonal skills are essential for navigating the complexities of client interactions and internal dynamics. This role offers significant professional growth in a dynamic, supportive environment.

Relationship Manager Responsibilities

Manage a portfolio of 25-50 large institutional clients, ensuring their needs are met and expectations exceeded

Assist in the transition of new clients into the firm thoughtfully and effectively

Collaborate closely with the investment team to align client goals with investment strategies

Present investment reports and updates to clients from day one

Engage in both managing existing business and pursuing new business opportunities

Travel periodically for client meetings and presentations, primarily within the continental US and select international locations

Work alongside a client service team while also being hands‑on with client materials and presentations

Maintain organization across multiple client engagements and follow‑ups

Relationship Manager Requirements

2-5 years of experience in finance or asset management, with a strong understanding of market dynamics and investment principles

Experience working with large institutional investors or ultra‑high‑net‑worth individuals is preferred

A Bachelor’s degree is required

Knowledge of captive insurance is preferred

Benefits

100% medical insurance coverage

Flexible work hours based on productivity

Opportunity for professional growth and partnership potential

Casual and collaborative company culture

If you are a Relationship Manager looking to take the next step in your career, apply now!

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