Senior Institutional Client Partner

Columbia Threadneedle Investments; Amsterdam; Hybrid; EUR 84,000 - 116,000; Full time

Job summary

Columbia Threadneedle Investments in Amsterdam is seeking an experienced Institutional Client Management professional to lead client engagements and partner with Sales to deliver an outstanding client experience for our Netherlands-based clients.

You will coordinate with internal teams, drive RFP responses, and manage end-to-end client relationships, ensuring service delivery aligns with commitments and regulatory requirements.

Qualifications

• Significant institutional client relationship management experience.
• Strong investment management knowledge across funds and instruments.
• Structured, with proven track record of workflow and project management skills.

Responsibilities

• Lead client engagements during pre-win phase in partnership with Sales.
• Own responses to service elements of RFPs, pitches & initial due diligence events.
• Establish client service intent and map to the firm’s capabilities.
• Discuss & start to manage service expectations with the client.
• Identify and begin to investigate/challenge potential service complexities.
• Take the lead to identify and drive solutions to service needs.
• Manage client engagement throughout events on behalf of the firm, ensuring Sales lead is kept informed.
• Drive negotiation of client contractual documentation in partnership with the Sales lead and contracting experts.
• Engage internal teams as required and own event from client perspective.
• Ensure clear understanding of client service intent internally as this evolves.
• Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally.
• Agree and document proposition with client & internally.
• Provide / set up provision of required (e.g. regulatory) information to client.
• Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor, etc).
• Verify that service setup and first deliverables match client expectation.
• Be able to own and lead the ongoing client relationship, partnering appropriately with Sales to ensure a unified client engagement experience.
• Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
• Be accountable to the client for the resolution of investment- and service-related issues/opportunities and changes.
• Co-ordinate and own prep, meetings and follow-up for ongoing events such as due diligence and investment review meetings.
• Navigate the firm for the client, using influencing skills to accelerate the right client and firm outcome.
• Proactively monitor delivery vs proposition, including sign-off where required for service deliverables.

Skills

Client relationship management

Investment management

Project management

Stakeholder management

Communication

Education

Investment Management Certificate or CFA

Job description

Columbia Threadneedle Investments in Amsterdam is seeking an experienced Institutional Client Management professional to lead client engagements and partner with Sales to deliver an outstanding client experience for our Netherlands-based clients.

You will coordinate with internal teams, drive RFP responses, and manage end-to-end client relationships, ensuring service delivery aligns with commitments and regulatory requirements.