Senior Vice President, Senior Relationship Manager

Estimated salary: $200,000 - $250,000

About the Role

The Senior Vice President, Senior Relationship Manager will oversee all aspects of institutional client management for a book of approximately 30 strategic relationships, including public pension funds, endowments, foundations, corporate DB/DC, and other structures. This role serves as the primary day-to-day liaison to investment management, operations, reporting, marketing, legal, and other functions that contribute to the client journey.

Responsibilities

• Develop annual business reviews and participate in regular territory sessions.
• Build strategic and tactical engagement plans for each client, including investment meetings, cross-sells, executive introductions, and events.
• Serve as the primary contact and manage all client deliverables.
• Facilitate portfolio reviews and related meetings.
• Work closely with Institutional Sales and Consultant Relations teams to optimize Cohen & Steers' brand, presence, and client relationships.
• Obtain technical proficiency in CNS Strategies and demonstrate strong market acumen to engage clients directly.
• Directly manage associate(s) and indirectly oversee other teammates on technical aspects, career development, presentation skills, communication, and client engagement.
• Achieve and exceed KPIs such as retention rates, activity levels, meetings, and investment team engagements.
• Develop retention and growth plans identifying key strategic initiatives, issues, actions, and opportunities for each client.
• Maintain all client information and activities in Salesforce (CRM system).
• Collaborate with Channel Marketing, Product, Product Marketing, Legal, and other internal resources to deliver firm-wide support to institutional clients.
• Partner with Sales professionals to identify, introduce, network, and develop new business through existing relationships.

Requirements

• Bachelor’s degree from an accredited college.
• MBA or advanced certifications (CFA, CAIA) preferred.
• 10+ years of related experience in institutional relationship management, sales, consultant relations, or a hybrid role.
• Series 6 or 7 and Series 63 licenses (or obtain by 6-month anniversary).
• Executive presence and strong interpersonal skills.
• Excellent communication and writing skills.
• Proven ability as a strong individual contributor and effective team player.
• Financial services industry experience and strong investment acumen.
• Willingness to travel regularly (estimated 5 days/month, primarily in the eastern US/Canada).
• Demonstrates inclusive behaviors in support of a culture valuing diverse perspectives.
• Compliance with the firm’s hybrid work policy, requiring four days per week in the New York City office and one remote workday.