Associate, Institutional Relations

Corient; Chicago (IL); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life Insurance

Short-term & Long-term Disability coverage

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

A leading wealth management firm located in Chicago is seeking an Associate for Institutional Relations. Key responsibilities include managing communication with investors, supporting external sales teams, and conducting due diligence meetings. Applicants should have 3-5 years of relevant experience and be licensed or willing to be licensed under Securities regulations. This full-time role offers a salary range of $100,000–$120,000 and various employee benefits such as health plans, 401(k) matching, and flexibility in the workplace.

Qualifications

• 3-5 years of relevant experience in a related field.
• Licensed or willingness to be licensed Series 7 and 63.
• Asset Management or investment consulting background preferred.

Responsibilities

• Oversee communication and nurture relationships with investors.
• Analyze competitor positions to improve sales strategy.
• Assist with client due diligence and meetings.
• Work closely with portfolio managers on product messaging.
• Manage performance attributes and client communications.
• Respond to investor diligence questions and RFPs.
• Maintain Salesforce data and dashboards for sales staff.
• Establish organizational goals and procedures.
• Manage investor-focused events.
• Conduct business ethically and professionally.

Skills

Attention to detail

Communication

Relationship management

Education

Relevant experience (3-5 years)

Licensed or willingness to be licensed Series 7, 63

Tools

Salesforce

Job description

Description

CI Segall Bryant & Hamill Asset Management is headquartered in Chicago, with offices in Denver, Philadelphia, New York, and St. Louis. The firm had over $29 billion in assets under management as of December 31, 2024. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity, in addition to fixed income and alternatives. CI SBH is a subsidiary of CI Financial Corp.

CI SBH is seeking an Associate, Institutional Relations. The position’s objectives are to work with the external sales professionals and help gain and retain clients on SBH’s behalf. This entrepreneurial role requires a high-level of attention to detail, while working with Institutional Investors and coordinating their needs with external sales staff, marketing, internal client relations, compliance and portfolio managers.

Key Responsibilities

• Oversee communication and nurture relationships with investors, including handling investor requests for information; develop appropriate messages for the investment community and ensure that communications are disseminated promptly, efficiently, and in accordance with all regulations.
• Analyze competitor positions to help sales staff improve new business win rate, as well as evaluate appropriate universes to help identify future sales opportunities.
• Assist with clients and consultant due diligence onsite visits and quarterly update meetings.
• Work closely with portfolio managers and marketing on product specific messaging, as it relates to new business presentations and quarterly outlook.
• Coordinate and communicate with clients’ performance attributes and quarterly write ups.
• Respond to investor diligence questions, DDQs and review high priority RFPs.
• Maintain and create Salesforce data and Dashboards for sales staff.
• Establish the Investor Client Relations organizational goals, objectives, and operating procedures.
• Event management for current and prospective investors.
• Conduct business with the highest standards of personal, professional, and ethical conduct.

Required Qualifications

• 3-5 years of relevant experience.
• Licensed or willingness to be licensed Series 7, 63.
• Asset Management or investment consulting background would be ideal.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

The pay range for this position is $100,000–$120,000 per year. This position is exempt and is paid according to the laws of the State of Illinois. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.