Sr. Relationship Mgr.-Institutional
| Company | Ameriprise Financial |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelors degree or equivalent
- A minimum of 3-5 years in an institutional client service capacity
- Series 7, Series 3 and 66 (or 63 & 65 combined), or the ability to obtain within a defined period of time
Responsibilities
- Working with a Director, 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, but not limited to, 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 for upcoming client meetings. Attend in-person client meetings and/or conference calls with Directors where appropriate for Tier 1 and Tier 2 clients.
- 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 firms focus strategies and initiatives along with all policies and procedures relating to client facing personnel. Educate clients about Columbia’s strengths and capabilities.
Preferred Qualifications
- SalesForce experience
- CFA
- In-depth knowledge of investments
- Team player
- Excellent communication and organizational skills