Institutional Relationship Manager
About The Position
Serve as a key partner in a team-based coverage model for North American institutional clients delivering a high-quality client experience defined by our four pillars: investment excellence, operational excellence, consistency, and partnership. Build and maintain strong relationships with clients and key external stakeholders, including consultants, custodians, and administrators (some travel may be required to support this). Coordinate client meetings, including scheduling, agenda development, preparation of materials, and follow-up on action items. Support senior relationship managers, client onboarding, account maintenance, reporting requirements, operational changes, and issue resolution in partnership with cross-functional teams. Maintain accurate client activity, relationship information, opportunities, risks, follow-up actions, and business-at-risk information within Salesforce and other internal systems. Develop a strong understanding of institutional investors and market trends, effectively communicating insights and positioning JHI strategies and products to clients and internal partners. Assist in the preparation and delivery of client presentations, reporting, investment updates, RFPs, RFIs, and due diligence materials. In collaboration with senior relationship managers, contribute to client retention and growth initiatives by identifying opportunities, supporting relationship and defense plans, and partnering with investment, sales, and product specialists. Support the introduction of appropriate investment content, specialists, and capabilities without compromising the priority of retention and the existing client experience. Participate in projects and continuous improvement initiatives that enhance client experience, operational efficiency, and the use of technology and AI-enabled solutions. Carry out other duties as assigned. Success in this role comes from strong organization, collaboration, follow-through, sound judgment, and the ability to serve as a trusted support partner while progressively expanding relationship management responsibilities.
Requirements
- Experience in institutional asset management, relationship management, client service, investment operations, consultant relations, or a related investment-focused environment.
- Strong organizational, prioritization, and project management skills, with the ability to manage multiple competing priorities.
- Excellent written and verbal communication skills, with the ability to build effective relationships with clients and internal stakeholders.
- High attention to detail and a commitment to delivering accurate, timely, and high-quality work.
- Ability to work collaboratively within a team environment, support senior colleagues, take ownership of assigned responsibilities, and escalate issues appropriately.
- Proficiency with CRM systems, reporting tools, and Microsoft Office or similar productivity platforms.
- Foundational understanding of financial markets, investment products, or institutional investment processes.
Nice To Haves
- CFA designation, progress toward the CFA designation, or a willingness to pursue the credential.
- Experience in assisting, or desire to assist, in business development opportunities within investment management or financial services.
- Experience using Salesforce or similar client relationship management platforms.
- Exposure to client reporting, RFP/RFI support, investment presentations, or due diligence processes.
Responsibilities
- Serve as a key partner in a team-based coverage model for North American institutional clients delivering a high-quality client experience defined by our four pillars: investment excellence, operational excellence, consistency, and partnership.
- Build and maintain strong relationships with clients and key external stakeholders, including consultants, custodians, and administrators (some travel may be required to support this).
- Coordinate client meetings, including scheduling, agenda development, preparation of materials, and follow-up on action items.
- Support senior relationship managers, client onboarding, account maintenance, reporting requirements, operational changes, and issue resolution in partnership with cross-functional teams.
- Maintain accurate client activity, relationship information, opportunities, risks, follow-up actions, and business-at-risk information within Salesforce and other internal systems.
- Develop a strong understanding of institutional investors and market trends, effectively communicating insights and positioning JHI strategies and products to clients and internal partners.
- Assist in the preparation and delivery of client presentations, reporting, investment updates, RFPs, RFIs, and due diligence materials.
- In collaboration with senior relationship managers, contribute to client retention and growth initiatives by identifying opportunities, supporting relationship and defense plans, and partnering with investment, sales, and product specialists.
- Support the introduction of appropriate investment content, specialists, and capabilities without compromising the priority of retention and the existing client experience.
- Participate in projects and continuous improvement initiatives that enhance client experience, operational efficiency, and the use of technology and AI-enabled solutions.
- Carry out other duties as assigned.
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
- Competitive compensation
- Pension/retirement plans
- Various health, wellbeing and lifestyle benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
