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Institutional Client Development Manager
2 months ago
William Blair is a leading investment management firm 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.
About the RoleWe are seeking a highly skilled Senior Client Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with our Canadian institutional clients, ensuring account retention and promoting the cross-sale of additional investment products and services.
Key Responsibilities- Client Relationship Management: Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention.
- Business Development: 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.
- Transaction Execution: Implement complex transactions and client requests in an accurate and timely manner.
- Team Leadership: 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.
- Mentorship: Mentor Client Relationship Managers in how to develop and reinforce relationships with clients and provide Investment Client Review support of smaller client relationships.
- Client Communication: 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.
- Account Retention: 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.
- Education: Bachelor's Degree required. MBA or other advanced financial degree preferred.
- Experience: 7-10 years of institutional experience in consulting, client relationship management, or institutional portfolio management required. Previous experience working in the Canadian institutional marketplace preferred.
- Licenses: SIE Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start.
- Skills: 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. Bilingual English/French preferred.
