Institutional Relationship Manager
1 month ago
Federated Hermes is seeking an experienced Institutional Relationship Manager to join its Global Institutional Client Group. This is a unique opportunity to leverage extensive experience in institutional client relations to ensure exceptional client satisfaction and develop assigned accounts across all of Federated Hermes' multi-dimensional asset classes.
Key Responsibilities- Serve as primary point of contact for assigned institutional client relationships for the entire Federated Hermes relationship across all public and private investment management services, including EOS stewardship.
- Responsible for successful issue resolution taking into consideration client needs and business constraints.
- Maintain short-term and long-term client development plans.
- Identification of cross-selling opportunities of the entire Federated Hermes product suite and services.
- Maintain Salesforce with client-related contact.
- Monitor and manage the onboarding process, including problem resolution (in combination with other departments), point of escalation, facilitation of contract execution, and client communication.
- Build strong relationships with investment teams and maintain current investment and product knowledge.
- Serve as the liaison between Federated Hermes middle office and investment administration in order to ensure that clients receive the highest standard of operational support.
- Ensure assigned clients receive support for internal and regulatory requirements.
- High School diploma or equivalent required; Bachelor degree, MBA, CFA and/or CPF preferred.
- Minimum 7 years of experience in a client-facing position required; 10+ years of experience in the investment management industry or with institutional clients preferred.
- Knowledge of financial markets required.
- In-depth knowledge of industry financial products; In-depth knowledge of Federated Hermes' financial products preferred.
- Knowledge of institutional customers preferred.
- Must possess/immediately obtain FINRA Series 7 and Series 66 licenses.
Federated Hermes is a leading global asset manager focused on meeting the diverse and evolving needs of today's investors. With $757 billion in assets under management as of December 31, 2023, our investment solutions span 139 equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, as well as a range of separately managed account strategies.
Providing world-class investment management and engagement services to more than 10,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
Headquartered in Pittsburgh, Federated Hermes' more than 2,000 employees include those in London, New York and offices worldwide.
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