Client Account Management Director

Oliver James; Baltimore (MD); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

Oliver James Group in Baltimore, MD, seeks a senior Client Account Management Director to own the operational relationship with institutional and subadvised clients. You will be the single point of contact for onboarding new accounts, changes, and day-to-day servicing, coordinating with relationship managers, operations, and legal/compliance.

In this senior individual contributor role, you will mentor colleagues, drive process improvements, and serve as the go-to expert and escalation point for

Qualifications

• 10+ years in asset management or investment management client service, onboarding or account management.

Responsibilities

• Lead onboarding, change and ongoing servicing for complex institutional and subadvised clients.
• Diagnose and resolve complex service issues, spotting trends before they become problems.
• Build service plans and scorecards alongside relationship managers.
• Work with custodians, consultants, platforms and administrators to keep everything running.
• Push for process and control improvements across the client lifecycle.
• Report on service health and client outcomes to senior leadership.

Skills

Client service experience

Onboarding experience

Account management

Job description

Client Account Management Director (Institutional / Subadvisory) | Global Asset Manager | Baltimore, MD Hybrid (4 days onsite)

A leading global asset manager is hiring a senior Client Account Management Director to own the operational relationship with its most complex professional clients across North America.

You'll be the single point of contact for everything operational once a client is on board: onboarding new accounts, managing changes, and making sure day-to-day servicing runs smoothly. Clients include institutions, insurance companies, consultants, platforms and intermediaries, with a focus on separate accounts and subadvised mandates.

This is a senior individual contributor role. You'll work hand in hand with the relationship management team, be the client's voice across operations, investment operations and legal & compliance, and act as the go-to expert and escalation point for the toughest accounts. You'll also help shape how the team works, driving process improvements and mentoring colleagues.

What you'll do

• Lead onboarding, change and ongoing servicing for complex institutional and subadvised clients
• Diagnose and resolve complex service issues, spotting trends before they become problems
• Build service plans and scorecards alongside relationship managers
• Work with custodians, consultants, platforms and administrators to keep everything running
• Push for process and control improvements across the client lifecycle
• Report on service health and client outcomes to senior leadership

What you'll bring

• 10+ years in asset management or investment management client service, onboarding or account management
• Hands-on experience servicing separate accounts and/or subadvised relationships
• Strong understanding of how institutional, insurance and intermediary clients operate
• The confidence to influence internally and push back diplomatically when needed
• Excellent organisation and attention to detail

Some relocation support may be available for the right candidate.