Executive Director, Institutional Relationship Management

3 days ago


Cincinnati, Ohio, United States Western & Southern Life Full time
Job Title

Executive Director, Institutional Relationship Management

About the Role

We are seeking a seasoned Executive Director to lead our Institutional Relationship Management team. As a key member of our senior leadership team, you will be responsible for developing and executing strategic plans to build and maintain strong relationships with institutional clients.

The ideal candidate will have a proven track record of success in relationship management, client service, and business development. You will have excellent communication and interpersonal skills, with the ability to work effectively with internal stakeholders, including executive management, portfolio managers, and operations teams.

You will also have experience working with institutional clients, including pension funds, endowments, and foundations. A deep understanding of investment management and asset allocation strategies is essential, as well as the ability to analyze complex data and make informed recommendations.

Key Responsibilities
  • Develop and execute strategic plans to build and maintain strong relationships with institutional clients
  • Provide exceptional client service, including regular meetings, reports, and analysis
  • Work closely with internal stakeholders to identify opportunities for cross-selling and upselling
  • Analyze complex data and make informed recommendations on investment strategies
  • Stay up-to-date on industry trends and developments, and share knowledge with the team
Requirements
  • 5+ years of experience in relationship management, client service, or business development
  • Proven track record of success in building and maintaining strong relationships with institutional clients
  • Deep understanding of investment management and asset allocation strategies
  • Excellent communication and interpersonal skills
  • Ability to work effectively with internal stakeholders, including executive management, portfolio managers, and operations teams
Salary

$120,000 - $150,000 per year, depending on experience



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