Senior Relationship Manager - Institutional

About the Role

Key Responsibilities

• Working with Directors, serve as a point of contact for the firm's institutional clients.
• Maintain contact with clients on matters related to their portfolio(s) and provide firm updates.
• Respond to all client inquiries including questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, trading-commissions-directed brokerage and soft dollars, personnel changes at firm, capabilities, etc.
• Facilitate the orchestration of client management resources to best serve our institutional clients.
• Work with portfolio, research, legal/compliance, product, marketing, operations, and senior management.
• Maintain all client interactions and current client data in Salesforce.
• Arrange logistics, create presentation materials and obtain required approvals for upcoming client meetings.
• May attend in-person client meetings and/or conference calls with Directors where appropriate for Tier 1 and Tier 2 clients.
• Over time, independently service the Tier 3 Institutional clients ensuring that all client needs are met.
• Own the onboarding of new clients engaging with multiple business units including operations, client reporting, compliance, legal, sales and portfolio management.
• Broaden existing relationships through solutions-based cross-sales in partnership with sales and consultant relations.
• Maintain a detailed knowledge of the firm's focus strategies and initiatives along with all policies and procedures relating to client facing personnel.
• Educate clients about Columbia's strengths and capabilities.

Requirements

• 1-2 years' work experience.
• Series 7 and 63, or the ability to obtain within a defined period of time.
• Bachelor's degree or equivalent.
• Excellent communication skills.
• Detail orientated with the ability to work with high volumes whilst maintaining accuracy.
• Collaborative team player with flexibility and adaptability as it pertains to tasks.

Nice to Have

• Prior work experience from an asset management firm, brokerage house or broader financial services organization.
• Salesforce experience.
• Experience in PowerPoint.

Qualifications

• Bachelor's degree or equivalent.
• Series 7 and 63 licenses or ability to obtain within a defined period.

Benefits & Perks

• Competitive and comprehensive benefits program that supports all aspects of health and well-being, including vacation time, sick time, 401(k), health, dental and life insurances.
• Estimated base salary of $80,000 - $100,000 per year with pay-for-performance compensation, bonuses, commissions, and/or long-term incentives.