Institutional Client Advisor

1 week ago

New York, NY, United States Selby Jennings Full time
About the Firm:

A leading, independent investment management firm with a long-standing reputation for excellence and innovating. The firm is dedicated to delivering active investment solutions across public and private markets for a diverse institutional and individual client base. Known for its collaborative culture and client-first approach, the organization values intellectual curiosity, teamwork, and a commitment to delivering exceptional outcomes.

Role Overview:
  • Title: Institutional Client Advisor
  • Location: New York City, New York
  • Purpose: Serve as the primary point of contact for institutional clients and limited partners, driving satisfaction, retention, and growth.
  • Scope: Lead client communications, provide consultative support, and coordinate internally to deliver relationship alpha, investment alpha, and operating alpha.
Key Responsibilities:
  • Act as a steward of enterprise relationships with assigned institutional clients.
  • Develop deep understanding of client investment pools, objectives, and organizational priorities.
  • Serve as a single point of contact for inquiries, ensuring proactive and responsive service.
  • Prepare and lead quarterly and annual portfolio review meetings with clients.
  • Maintain strategic account plans, monitor relationship health, and identify growth opportunities
  • Communicate performance updates, market insights, and new investment opportunities.
  • Partner with Institutional Sales to retain assets and win new mandates.
  • Coordinate with Investments, Marketing, and Account Operations to deliver seamless client experience.
  • Represent client perspectives internally to inform product and service evolution.
Requirements:
  • 10+ years of experience in institutional client relations, marketing, or institutional sales within asset management.
  • Bachelor's degree required; MBA or postgraduate degree preferred. CFA or CAIA strongly preferred.
  • Deep knowledge of public and private capital markets and institutional investor pools.
  • Exceptional communication and presentation skills; ability to interpret performance metrics.
  • Strong organizational and interpersonal skills; proven ability to influence across teams.
  • Entrepreneurial mindset; thrives in fast-paced environments.
  • Willingness to travel (~10-20%).

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