Position Overview
Description
Summary
The Strategic Relationship Manager, leads the development and growth of institutional client relationships, driving revenue through the sale of investment products and solutions. Identifies client needs, originates new opportunities, and delivers tailored strategies to meet complex investment objectives.
Major Duties
Own and lead relationships with complex institutional investment clients, acting as the primary senior contact.Drive new business generation, including identifying prospects, leading presentations, coordinating subject matter experts, and closing sales opportunities.Develop and execute client strategies, identifying growth opportunities, anticipating client needs, and shaping tailored solutions aligned to investment objectives.Collaborate across internal teams to ensure seamless delivery of services, effective issue resolution, and high levels of client sat...