Index Relationship Manager

Selby Jennings; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

Dental/Vision coverage

401(k) retirement plan

PTO & holidays

Professional development

Job summary

Selby Jennings is seeking a Relationship Manager to join its Institutional Client Coverage team in San Francisco. You will manage a portfolio of strategic institutional clients, expanding relationships, and driving engagement across investment, data, analytics, and market solutions.

The role suits someone with experience covering institutional investors who enjoys building long-term relationships, solving complex client challenges, and operating in a consultative, commercially driven

Qualifications

• 5–12 years in Institutional Sales or related roles.
• Experience covering pensions, insurers, endowments, consultants, or asset managers.
• Strong understanding of investment markets and institutional portfolio concepts across asset classes.
• Proven track record of senior-level relationship management and commercial outcomes.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work cross-functionally and navigate complex organizations.
• Experience in asset management or financial services preferred.

Responsibilities

• Manage a portfolio of large institutional client relationships as trusted advisor.
• Develop and execute strategic account plans for retention and growth.
• Build senior-level relationships with investment professionals and executives.
• Partner with internal product, research, and commercial teams to deliver solutions.
• Identify opportunities to increase adoption of firm products and services.
• Stay informed on market trends and client priorities to offer insights.
• Coordinate client meetings, reviews, and strategic planning discussions.
• Maintain high client engagement while managing multiple complex relationships.

Skills

Relationship management

Client engagement

Presentation skills

Communication

Cross-functional collaboration

Strategic thinking

Education

Bachelor's in Finance/Economics

MBA preferred

Tools

CRM (Salesforce)

Market data tools

Job description

Our client is a leading provider of investment, data, analytics, and technology solutions serving institutional investors and financial market participants globally. The firm partners with some of the world's largest investment organizations, helping them navigate complex markets, improve decision-making, and optimize portfolio outcomes across asset classes.

With a strong reputation in the institutional investment community and a collaborative, client-focused culture, the organization continues to invest in its commercial teams and offers significant opportunities for long-term career growth and development.

About the Company

Our client is a leading provider of investment, data, analytics, and technology solutions serving institutional investors and financial market participants globally. The firm partners with some of the world's largest investment organizations, helping them navigate complex markets, improve decision-making, and optimize portfolio outcomes across asset classes.

With a strong reputation in the institutional investment community and a collaborative, client-focused culture, the organization continues to invest in its commercial teams and offers significant opportunities for long-term career growth and development.

The Opportunity

The firm is seeking a Relationship Manager to join its Institutional Client Coverage team. This individual will be responsible for managing and expanding relationships with a portfolio of strategic institutional clients while identifying opportunities to deepen engagement across the firm's investment, data, analytics, and market solutions offerings.

This is an ideal opportunity for someone with experience covering institutional investors who enjoys building long-term relationships, solving complex client challenges, and operating in a consultative, commercially driven environment.

Key Responsibilities

• Manage a portfolio of large institutional client relationships and serve as a trusted advisor across investment and business stakeholders.
• Develop and execute strategic account plans focused on client retention, expansion, and long-term growth.
• Build senior-level relationships with investment professionals, portfolio managers, research teams, and executive decision-makers.
• Partner with internal product, research, and commercial teams to deliver solutions aligned with client objectives.
• Identify opportunities to increase adoption of the firm's products and services across existing accounts.
• Stay informed on market trends, industry developments, and client priorities to deliver relevant insights and recommendations.
• Coordinate client meetings, presentations, reviews, and strategic planning discussions.
• Maintain a high level of client engagement while managing multiple complex relationships simultaneously.

Qualifications

• 5-12 years of experience in Institutional Sales, Relationship Management, Consultant Relations, Institutional Distribution, Investor Relations, or Business Development.
• Experience covering institutional investors such as pensions, insurance companies, endowments, foundations, consultants, family offices, OCIOs, or asset managers.
• Strong understanding of investment markets and institutional portfolio management concepts across multiple asset classes.
• Demonstrated success managing senior-level client relationships and driving commercial outcomes.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work cross-functionally and navigate complex organizations.
• Experience within asset management, institutional consulting, investment technology, market data, analytics, or related financial services environments is strongly preferred.

Compensation & Benefits

• Competitive base salary and incentive compensation.
• Comprehensive medical, dental, and vision coverage.
• 401(k) and retirement benefits.
• Generous paid time off and company holidays.
• Professional development and training opportunities.
• Long-term career advancement within a growing institutional business.

Why Join?

• Work with some of the largest and most sophisticated institutional investors in the market.
• Join a highly visible team with direct exposure to senior leadership and key strategic initiatives.
• Build relationships across a diverse institutional client base spanning multiple asset classes and investment strategies.
• Operate in a consultative role where relationship management and client impact are highly valued.
• Gain exposure to a broad suite of investment, technology, data, and market solutions.
• Be part of a collaborative organization that offers strong opportunities for career progression and professional growth.