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.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed