Institutional Client Relationship Manager

Capital Group; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Job summary

Capital Group in Chicago is seeking an Institutional Client Relationship Manager to oversee and service a territory of institutional investor clients across large corporate, public, and endowment sponsors.

You will focus on retaining and expanding relationships, travel to client sites, and coordinating with internal teams to deliver an exceptional client experience.

Qualifications

• 10+ years of financial services experience, with at least 5 in institutional space.
• Demonstrated excellence in client service and sales in the institutional channel.
• Strong communication skills, including presenting and leading teams.

Responsibilities

• Retain and grow relationships with institutional clients in the assigned territory.
• Spend time outside the office visiting clients to deliver superior service.
• Collaborate with Capital Group’s institutional teams and resources to serve clients.

Skills

Communication skills

Presentation skills

Client service excellence

Sales experience (institutional)

Travel flexibility

Tools

Series 7

Series 66/63

Series 65

Job description

## Institutional Client Relationship ManagerApply: Chicago: Full time: Posted Yesterday: JR6795**“I can be myself at work.”**You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. **“I can influence my income.”** You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. **“I can lead a full life.”** You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. * Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options* Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love* Access on-demand professional development resources that allow you to hone existing skills and learn new ones**“I can succeed as an Institutional Client Relationship Manager at Capital Group.”** As one of our Client Relationship Managers (CRM) working within the Institutional Client Service Group, you will have direct responsibility for overseeing and servicing a territory representing a wide array of our institutional investor clients. These clients include large corporate, public, and endowment/foundation plan sponsors that have investments with Capital Group spanning all of Capital Group’s offerings; equity, fixed income, and multi asset. Our clients are defined benefit pension providers, defined contribution plan sponsors, and endowments/foundations that can include nonprofit organizations or universities. You will be a part of a Midwest team that includes a Senior Relationship Manager, Associate Relationship Manager, and an Institutional Sales Support Coordinator. In addition to working directly with our institutional clients, you will also work closely with their field consultants. This will require coordination, collaboration, and partnership across Capital Group’s institutional teams, and other resources within the organization that support our client service efforts. Your primary focus will be on retaining and growing our overall relationships with the institutional clients in your territory. You will spend time working outside of our offices, making proactive calls and visits to your clients with the goal of delivering a superior client service experience. “**I am the person Capital Group is looking for.”*** You have minimum of 10 years' financial service experience of which 5 years is in the institutional space.* You have a track record of delivering excellence in client service and sales in this channel.* You have strong communication skills, including the ability to deliver presentations and lead teams to successful client outcomes.* You have experience navigating all of Capital Group’s internal resources to deliver excellence in client service as part of your skill set.* You have flexibility to travel. **Registrations*** This role requires the Series 7, Series 66 or 63, and the Series 65 **Base Salary Range:** $150,000 – $190,000**“I can apply in less than 4 minutes.”** You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.