Investment Relationship Manager

3 weeks ago


Chicago, Illinois, United States William Blair Full time
About the Role:
As a Senior Client Relationship Manager at William Blair, you will be responsible for building and maintaining strong relationships with our Canadian institutional clients. You will leverage your knowledge of client investment strategies, account performance, and market developments to promote the sale of additional investment products and services.

Key Responsibilities:

  • Develop and strengthen relationships with key existing institutional clients
  • 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


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