Client Relationship Manager

Vice President, Institutional Client Service

Position Overview

Our client, a respected investment management firm, is seeking a Vice President, Institutional Relationship Management & Business Development to join its growing team. This high-visibility role will initially focus on servicing and strengthening relationships with existing institutional clients, with a clear path into territory-based business development, consultant relations, and new asset growth over time.

This opportunity is ideal for a polished, commercially minded professional who has succeeded in institutional asset management and is energized by joining a collaborative, entrepreneurial environment where top performers can make a measurable impact.

Key Responsibilities

• Serve as senior relationship manager for a portfolio of institutional clients including pensions, endowments, foundations, consultants, OCIOs, and other sophisticated allocators.
• Lead client review meetings, board presentations, update calls, and strategic discussions.
• Deliver a proactive, high-touch client experience that drives retention and satisfaction.
• Partner closely with investment, operations, and leadership teams to ensure seamless client support.
• Build and deepen relationships with institutional prospects, consultants, and referral sources.
• Execute disciplined outreach, pipeline development, and follow-up strategy.
• Identify new opportunities across channels, geographies, and investor segments.
• Grow into a production-oriented role with significant upside tied to results.
• Provide market intelligence on competitors, allocator demand, consultant trends, and product opportunities.
• Contribute to enhancements in go-to-market strategy, client engagement, and sales processes.
• Share best practices and external perspective to support growth initiatives.

Qualifications

Required Experience

• 10+ years of relevant experience in institutional asset management, OCIO, RIA, investment consulting, or a related institutional platform.
• Strong background in institutional client service, relationship management, consultant relations, and/or business development.
• Experience working directly with sophisticated institutional investors.
• Strong understanding of investment products, performance discussions, and capital markets.

Preferred Attributes

• Executive presence with strong communication and presentation skills.
• Comfortable presenting to boards, CIOs, investment committees, and senior stakeholders.
• Entrepreneurial, energetic, and commercially driven.
• Collaborative, adaptable, and low-ego leadership style.
• Motivated by growth, impact, and long-term upside.