William Blair
Senior Client Relationship Manager
William Blair, Chicago, Illinois, United States, 60290
Join William Blair, the Premier Global Boutique.William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team. This individual will build strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and services.
Responsibilities include but may not be limited to:
Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention
Leverage knowledge of client investment strategy, account performance and market developments to promote the sale of additional strategies
Implement complex transactions and client requests in an accurate and timely manner
Provide direction and coordinate all sales and support efforts of Client Service Associates and others working on key client relationships
Mentor Client Relationship Managers in how to develop and reinforce relationships with clients
Convey deep investment experience and professionalism in client review meetings
Provide all necessary support to retain key institutional clients and achieve cross-sell goals
Additional responsibilities as requested
Qualifications:
Bachelor's Degree required
MBA or other advanced financial degree preferred
CFA required
7-10 years of institutional experience in consulting, client relationship management or institutional portfolio management required
Previous experience working in the Canadian institutional marketplace preferred
SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
Extensive experience in managing complex investment expectations
Broad knowledge of capital markets and economics
Ability to provide direction in order to build a strong team environment
Extensive experience in making presentations to institutional investors
In-depth knowledge of investment strategies
Ability to deliver clear, effective communication
Ability to build and maintain working relationships with others
Dedication to detail and follow-up
Bilingual English/French preferred
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice.
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We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team. This individual will build strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and services.
Responsibilities include but may not be limited to:
Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention
Leverage knowledge of client investment strategy, account performance and market developments to promote the sale of additional strategies
Implement complex transactions and client requests in an accurate and timely manner
Provide direction and coordinate all sales and support efforts of Client Service Associates and others working on key client relationships
Mentor Client Relationship Managers in how to develop and reinforce relationships with clients
Convey deep investment experience and professionalism in client review meetings
Provide all necessary support to retain key institutional clients and achieve cross-sell goals
Additional responsibilities as requested
Qualifications:
Bachelor's Degree required
MBA or other advanced financial degree preferred
CFA required
7-10 years of institutional experience in consulting, client relationship management or institutional portfolio management required
Previous experience working in the Canadian institutional marketplace preferred
SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
Extensive experience in managing complex investment expectations
Broad knowledge of capital markets and economics
Ability to provide direction in order to build a strong team environment
Extensive experience in making presentations to institutional investors
In-depth knowledge of investment strategies
Ability to deliver clear, effective communication
Ability to build and maintain working relationships with others
Dedication to detail and follow-up
Bilingual English/French preferred
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice.
#J-18808-Ljbffr