Senior Client Relationship Manager

Found in: beBee jobs US - 1 week ago

California, United States William Blair Full time

William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, U.S. fixed income, emerging markets debt, and multi-asset. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients' evolving needs.

We are seeking a highly motivated, Senior Client Services Manager to join our established Client Services team which is responsible for communicating portfolio construction, positioning, and outlook to clients. The Sr. CRM will manage strong and extensive relationships with the largest key institutional accounts to ensure account retention and promote the cross-sale of additional investment products and services. The individual will interact with clients regularly to stay on top of needs and concerns and to educate clients on current market trends, research and pertinent data. Responsibilities may include but are not limited to:

  • Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention.
  • Leverage knowledge of client investment strategy, account performance and market developments, combined with extensive William Blair product knowledge to promote the sale of additional strategies.
  • Implement complex transactions and client requests in an accurate and timely manner.
  • Provide direction and coordinate all sales and support efforts of Client Service Associates and others working on key client relationships to ensure a unified, high quality message and approach to all client interactions.
  • Mentor Client Relationship Managers in how to develop and reinforce relationships with clients and provide Investment Client Review support of smaller client relationships.
  • Convey deep investment experience, knowledge of William Blair's investment products and services, as well as a high degree of professionalism and poise in client review meetings.
  • Provide all necessary support to retain key institutional clients and achieve cross-sell goals for existing client base. Work with Sales to generate leads and assist in the sales process.

    QUALIFICATIONS:
    • Bachelor's Degree required
    • MBA or other advanced financial degree preferred
    • CFA preferred
    • 7-15 years of institutional experience in consulting, client relationship management or institutional portfolio management required
    • Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 90 days of start date
    • Extensive experience in managing complex investment expectations
    • Broad knowledge of capital markets and economics
    • Ability to provide direction in order to build a strong team environment
    • Extensive experience in making presentations to institutional investors
    • In-depth knowledge of investment strategies
    • Ability to deliver clear, effective communication and take responsibility for understanding others
    • Ability to build and maintain working relationships with others to achieve objectives
    • Dedication to detail and follow-up

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