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Regional Director, Institutional Relationship Management
Finance & Investment Industry Company
Charlotte, NC, United States
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Job Description:
Overview
The Regional Director, Institutional Relationship Management is responsible for providing high quality service to Company’s existing institutional clients in the Eastern United States.
The successful candidate will be capable of building strong relationships all at levels of a client’s business to understand their investment needs, and identify potential cross selling opportunities. Success in the role will require the candidate to acquire a deep understanding of Company’s business processes, investment philosophy and approach, and effectively articulate this to clients.
The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.
Responsibilities include:
• Build and maintain deep relationships with staff at all levels of a client’s business
• Develop, coordinate and implement client service programs for existing institutional clients in the region
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients
Qualifications
• A minimum of eight to ten years of investment experience, ideally gained from working at an institutional asset manager in a relationship management capacity
• Experience working with defined contribution, defined benefit, endowment & foundation clients
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability and a focus on delivering consistent quality work
• Commitment to the philosophy and process underlying Company’s investment approach
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• An extensive knowledge of the institutional investment business
• Ability to prioritize and to exercise time management
• A strong academic background is required; MBA and/or CFA strongly preferred
• A proven track record successfully managing an existing book of business is required
It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.