Strategic Client Growth Manager
3 days ago
William Blair, a premier global boutique, has delivered trusted advice for nearly nine decades. We continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
Salary and BenefitsWe offer a competitive salary range of $120,000 - $180,000 per annum, commensurate with experience, plus benefits including health insurance, retirement plan, and paid time off.
Job DescriptionRole Overview: As a Senior Client Relationship Manager, you will build strong relationships with Canadian institutional accounts to ensure retention and promote the cross-sale of additional investment products and services.
Responsibilities:
- Develop and strengthen relationships with key existing institutional clients through proactive interactions to foster account retention.
- Leverage knowledge of client investment strategy, account performance, and market developments to promote the sale of additional strategies.
- Implement complex transactions and client requests in an accurate and timely manner.
- Provide direction and coordinate sales and support efforts of Client Service Associates and others working on key client relationships.
- Mentor Client Relationship Managers in developing and reinforcing relationships with clients.
- Convey deep investment experience and professionalism in client review meetings.
- Provide necessary support to retain key institutional clients and achieve cross-sell goals.
To succeed in this role, you will require:
- Bachelor's Degree.
- MBA or other advanced financial degree preferred.
- CFA required.
- 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.
- SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start.
- Extensive experience in managing complex investment expectations.
- Broad knowledge of capital markets and economics.
- Ability to provide direction 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.
- Ability to build and maintain working relationships with others.
- Dedication to detail and follow-up.
- Bilingual English/French preferred.
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