Institutional Relationship Manager

About the Role : The Institutional Relationship Manager is responsible for developing, maintaining, and expanding relationships with institutional clients to drive business growth and achieve organizational objectives. The ideal candidate possesses excellent interpersonal skills, a deep understanding of institutional client needs, and a proactive approach to relationship management.

Key Responsibilities :

Serve as the primary contact for institutional clients, ensuring high levels of satisfaction and engagement.

Identify new business opportunities and cultivate relationships to achieve growth targets.

Collaborate with internal teams to deliver tailored financial solutions and services.

Monitor client accounts and ensure compliance with regulatory requirements and company policies.

Prepare and deliver presentations, proposals, and reports to key stakeholders.

Analyze market trends and client feedback to identify areas for improvement.

Participate in industry events, conferences, and networking opportunities.

Qualifications :

Bachelors degree in Business, Finance, or related field (Masters preferred).

5+ years of experience in institutional relationship management or a related financial services role.

Proven track record of managing and expanding institutional client portfolios.

Strong analytical, communication, and negotiation skills.

Proficiency in CRM software and MS Office Suite.

Ability to travel as required

Annual Compensation : $85,000 - $120,000.

Benefits :

Comprehensive health insurance (medical, dental, vision)

401(k) retirement plan with company match

Generous paid time off (vacation, sick leave, personal days)

Professional development opportunities

Employee assistance program