Institutional Relationship Manager

Responsibilities

• Serve as primary contact for assigned institutional and intermediary clients, ensuring high-quality client experience
• Deeply understand each client’s objectives, structure, and evolving needs to support long-term relationship success and organic growth
• Lead client engagement (calls, meetings, conferences, etc.), providing concise investment and firm updates often in partnership with the investment team
• Own timely resolution of client inquiries, requests, and issues, ensuring clear communication and strong follow-through
• Deepen client relationships through proactive engagement and partnership events
• Identify and build relationships with other key stakeholders (e.g. field consultants, investment staff, product/platform teams)
• Articulate the firm’s investment strategies and investment platform with clients
• Partner with internal teams to deliver coordinated, high-quality service for each client
• Collaborate with other Relationship Managers on innovative ideas, best practices, and industry insights; support implementation of improvements
• Participate in team initiatives and special projects that improve processes and the overall client experience
• Capture client activity, opportunities, and relationship insights in Salesforce
• Desire to continuously expand industry knowledge, with a long-term focus on professional growth and pursuing relevant certifications

Qualifications

• Bachelor’s Degree
• 5-15 years of relevant experience
• Experience working with institutional clients (e.g. pension plans, endowments & foundations) and consultants preferred
• Ability to work full time in the firm’s Baltimore office
• Ability to travel for client meetings and events
• Strong communication and presentation skills
• Team-oriented, self-motivated, and proactive
• Strong judgment, ability to work under pressure, and highly adaptable
• Strong analytical and problem-solving skills
• Able to balance current client needs with long-term objectives
• Acts in best interest of each client by understanding their needs and delivering exceptional service
• Experience with CRM systems, preferably Salesforce
• Proficient with Microsoft Office suite of products
• Ability to work in our Baltimore office

Benefits

• Competitive compensation package, including full benefits
• Medical, Dental, Vision, Wellness program participation incentive
• Financial wellness program
• Fitnesse event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)