Director of Relationship Management
17 hours ago
About the Role:
We are seeking an experienced Associate Director, Relationship Officer to join our Outsourced CIO (OCIO) Advisory Relationship Management Team at Common Fund. As a key member of our team, you will be responsible for providing exceptional client service to our advisory clients, partnering with our Investment Officers to ensure effective communication with OCIO Advisory clients, and developing and maintaining strong relationships with key decision-makers.
Key Responsibilities:
- Oversee 25+ OCIO Advisory clients, focusing on communication and relationship management
- Ensure process consistency and messaging for clients through various channels
- Develop and maintain relationships with key decision-makers
- Collaborate with Investment Officers to refine and execute client frameworks
- Coordinate client preparation, committee meetings, and new business presentations
- Oversee follow-up and outstanding items related to client meetings and inquiries
- Provide education and orientation to trustees, staff, and other stakeholders
- Work collaboratively with Investor Services and Business Development on client onboarding and lead generation
- Share best practices among OCIO and internal groups to ensure consistency
- Assist with RFP responses and ad hoc projects
Requirements:
- Undergraduate degree required
- Minimum 5 years of experience in a similar role within the institutional asset management industry
- Excellent interpersonal, communication, and organizational skills
- Strong verbal, written, and presentation skills
- Ability to handle multiple responsibilities and work independently
- Willingness to travel up to 25% and work effectively in a team environment
- Proficient knowledge of Adobe Acrobat Reader and Microsoft Office programs
About Common Fund:
Common Fund is a leading provider of investment solutions for institutional clients. We are committed to delivering exceptional client service and providing innovative investment strategies to help our clients achieve their goals.
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