Institutional Client Relationship Manager
1 week ago
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job DescriptionKayne Anderson Rudnick Investment Management ("KAR"), a Registered Investment Advisor is currently seeking an Institutional Client Relationship Manager to be based in our Los Angeles office, work a hybrid schedule and must be able to travel frequently.
The successful candidate is responsible for providing excellent client service and communication to KARs institutional clients. Its focus will be on client reporting, client engagement, account retention, and ad-hoc requests, as well as utilizing data, technology, and engaging marketing and operations to enhance our overall client experience. This role will work closely with the KAR institutional sales and consultant relations teams, senior investment professionals, and client portfolio managers as well as the Virtus Investment Partners' institutional sales and consultant relations professionals. Our existing clients are within the endowment & foundation, corporate, public plan, religious and Taft Hartley sub sectors.
Duties and Responsibilities
- Collaborate with the Managing Director to coordinate and execute a strategic plan so to further strengthen relationships for KARs institutional client base.
- Provide a high level of client service and communication with assigned institutional clients. Seek cross-selling opportunities through client interactions.
- Further strengthen relationships with assigned institutional consultants through timely and impactful communication with both each firm's manager research and field consultants. Seek opportunities to have KAR equity strategies favorably rated on institutional consultant platforms.
- Oversee assigned new business development opportunities through the prospective client due diligence process; manage information requests and meetings through the client decision-making process.
- Work with client stakeholders to define success metrics and determine engagement strategies.
- Participate in industry conferences and events to promote the firm, build industry relationships with both prospective clients and institutional consultants and remain current in industry trends.
Ideal Qualifications
- BA/BS Degree in business or finance, with 7+ years of external experience in the asset management industry, with demonstrated successful institutional client service and retention experience.
- MBA and/or CFA designation preferred.
- In-depth knowledge of various asset classes with a focus on public equities.
- Excellent organizational, interpersonal and time management skills.
- Detail-oriented with the ability to establish priorities, execute responsibilities and work within a collaborative, team-oriented environment.
- FINRA Series 7 license or CFA preferred.
- Ability to maintain flexible hours; some travel is required and will vary based on client meeting schedules.
The base salary range for this position is $186,000 to $227,000.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.
At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- 401K
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Paid Volunteer days
- Potential for bonus participation
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high-quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's website at www.kayne.com.
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