Associate/Manager | Institutional Client Accounts

1 week ago


Philadelphia, Pennsylvania, United States Macquarie Bank Full time
About the Role

We are seeking an experienced Associate/Manager to join our Client Solutions Group as an Institutional Client Account Manager. This role will be responsible for facilitating all client needs, onboarding new client accounts, delivering client reporting, and being an internal advocate for the client.

Key Responsibilities
  • Partner with Institutional Relationship Management, Consultant Relations, and Portfolio Managers to form a dedicated service team.
  • Develop strong relationships with internal support teams such as Compliance, Legal, Product Management, and Operations to ensure a consistent and superior client experience.
  • Foster the strategic vision of the Relationship Manager.
Requirements
  • Bachelor's Degree in Business, Finance, or related field with 2-7 years' experience at an asset management firm working with US and non-US institutional and sub-advisory clients.
  • Securities Industry Essentials, Series 7 and Series 63 exams passed.
  • Knowledge of investments, including Fixed Income, Equity, Real Estate, Alternatives, and Private Equity product offerings.
  • Experience with Institutional separate account onboardings, project management, and CRM system/Salesforce.
  • High level of personal and professional integrity.
About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. We provide access to specialist investment expertise across a range of capabilities, including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Benefits
  • Hybrid and flexible working arrangements.
  • One wellbeing leave day per year and minimum 25 days of annual leave.
  • Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregivers.
  • Paid volunteer leave and donation matching.
  • Range of benefits to support your physical, psychological, and financial wellbeing.
  • Employee Assistance Program, a robust behavioural health network with counselling and coaching services.
  • Recognition and service awards.

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