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Senior Client Relationship Manager
1 month ago
At William Blair, we're committed to empowering our clients' success with passion, creativity, and rigor. As a Senior Client Relationship Manager, you'll play a vital role in building and maintaining strong relationships with our Canadian institutional clients.
Key Responsibilities:- Develop and strengthen relationships with key existing institutional clients through proactive, ongoing interactions.
- 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 all sales and support efforts of Client Service Associates and others working on key client relationships.
- Mentor Client Relationship Managers in how to develop and reinforce relationships with clients and provide Investment Client Review support of smaller client relationships.
- Convey deep investment experience, knowledge of William Blair's investment products and services, and a high degree of professionalism and poise in client review meetings.
- Bachelor's Degree required.
- 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.
William Blair is an equal opportunity employer. We comply with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service, or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application, nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices.
