Institutional OCIO Relationship & Growth Leader

Wespath; Glenview (IL); Hybrid; USD 163,000 - 195,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

8% employer contribution to retirement plan

22 days of PTO plus 12 paid holidays

Free financial planning assistance

Paid parental leave

Tuition reimbursement

Job summary

Wespath in Glenview, Illinois, seeks a Client Relationship Manager to oversee a portfolio of institutional clients. The role focuses on expanding relationships, increasing asset growth, and driving new business development. Candidates should have 5-10 years in institutional investing or client relationship management. The position offers a hybrid work environment with competitive compensation and a comprehensive benefits package.

Key responsibilities include managing client satisfaction, leading sales meetings, and collaborating with cross-functional teams to optimize service delivery.

Qualifications

• 5-10 years of experience in institutional investing or comparable client-facing role.
• Strong proficiency in Microsoft Office and CRM platforms.
• Exceptional communication and presentation skills.

Responsibilities

• Manage relationships for institutional clients, focusing on satisfaction and growth.
• Build sales pipeline and lead client meetings.
• Coordinate proposals, RFPs, and onboarding processes.

Skills

Institutional investing

Client relationship management

Business development

Advanced Microsoft Office

CRM platforms

Presentation skills

Relationship-building

Analytical skills

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Wespath in Glenview, Illinois, seeks a Client Relationship Manager to oversee a portfolio of institutional clients. The role focuses on expanding relationships, increasing asset growth, and driving new business development. Candidates should have 5-10 years in institutional investing or client relationship management. The position offers a hybrid work environment with competitive compensation and a comprehensive benefits package.

Key responsibilities include managing client satisfaction, leading sales meetings, and collaborating with cross-functional teams to optimize service delivery.