Senior Relationship Manager
5 days ago
Senior Relationship Manager
About the Role:The Senior Relationship Manager will play a crucial role in building and retaining business through fulfilling clients' needs and offering proactive, personalized relationship management and client service designed to make their investment experience with Western & Southern Life an exceptional one.
This requires a unique ability to nurture complex relationships, partnering with each client to understand and fulfill his or her individual business needs. The Senior Relationship Manager is responsible for opportunistically growing third-party business through cross-selling of existing third-party clients and generating leads on prospective new clients designed to bolster business development efforts within the region.
Internally, the position involves strategic collaboration with senior team members in business development, portfolio management, operations, marketing, legal/compliance, and executive management. Externally, the position involves strategic collaboration with senior-level executives, finance/investment committee members, Boards of Directors, consultants, and other professional business partners of the client (domestic and international).
Responsibilities:- Develop and implement customized relationship management plans to proactively service the individual needs of each client and consultant when applicable.
- Seek to expand firm business with existing clients by anticipating needs and introducing additional investment solutions.
- Schedule and lead formal client review meetings with client senior management, Investment Committees, and Boards of Directors.
- Demonstrated successful experience in institutional relationship management with at least five years of experience working as a relationship manager with institutional clients.
- Proven client service experience, preferably in institutional asset management or financial services industry, including the leadership and coordination of internal resources to address daily client issues, requests, and questions.
- FINRA Series 7 and 66 required or obtained within the first six months.
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