Investment and Business Development Relationship Manager

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 is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Location: 1901 Chestnut Ave, Glenview, Illinois 60025, United States

Primary Duties and Responsibilities

This role serves as the primary relationship owner for a defined portfolio of institutional clients and prospects, with accountability for client satisfaction, retention, and asset growth. The position is responsible for deepening existing client relationships, identifying opportunities to expand services and assets under management, and supporting new business development efforts aligned with Wespath’s OCIO offering.

The role partners closely with Investment Management, Client Service, Analytics, Compliance, and Marketing to deliver a high‑quality, fiduciary‑focused client experience throughout the full client lifecycle—from prospect engagement and onboarding through long‑term relationship management and renewal.

Key Responsibilities

• Own and grow a defined book of institutional clients and prospects, serving as the primary relationship manager while actively prospecting, qualifying, and advancing new opportunities through the full OCIO sales cycle.
• Proactively build and manage a robust sales pipeline, originating new nonprofit prospects and guiding them from initial engagement through due diligence, finalist presentations, and closing.
• Lead sales‑oriented client and prospect meetings, including investment committees and boards, effectively articulating Wespath’s OCIO value proposition, competitive differentiation, and mission‑aligned investment approach.
• Drive new asset growth and long‑term retention by deepening relationships, identifying expansion opportunities, and positioning Wespath to win mandates in a competitive OCIO landscape.
• Lead and coordinate RFPs, proposals, finalist presentations, and onboarding, partnering with internal stakeholders to deliver compelling, accurate, and differentiated responses that convert prospects into clients.
• Demonstrate deep knowledge of the OCIO industry, including key competitors, market trends, and buyer decision drivers, and consistently position Wespath’s nonprofit, faith‑based, values‑aligned model to win.
• Partner cross‑functionally with investment, marketing, and operations teams to align sales strategy, messaging, reporting, and service delivery across the entire client lifecycle.
• Serve as a visible ambassador for Wespath, leveraging conferences, nonprofit networks, faith‑based and mission‑driven events to generate leads, expand brand awareness, and support long‑term growth initiatives.
• Mentor and develop IIS analysts and specialists, reinforcing sales discipline, client‑centric thinking, and an understanding of how their work supports prospect conversion and client growth.

Compensation and Benefits

• Medical, dental, vision, and well‑being benefits from HealthFlex on day one.
• 8% employer contribution to retirement plan with an additional match up to 2% on day one.
• 22 days of PTO plus 12 paid holidays.
• Hybrid work environment. The office is located in Glenview, IL.
• Free financial planning assistance from EY.
• Paid parental leave.

Tuition reimbursement and other development opportunities. The compensation range for this position is $163,000-$195,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant’s qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.

Minimum Requirements / Qualifications

• Bachelor’s degree in finance, economics, accounting, business, or a related field, or equivalent relevant professional experience.
• Five to ten (5–10) years of relevant professional experience in institutional investing, client relationship management, business development, or a comparable senior client‑facing role.
• Strong technology proficiency, including advanced use of Microsoft Office (Outlook, Word, Excel, PowerPoint) and demonstrated ability to effectively leverage AI‑enabled tools and large language models (e.g., Microsoft Copilot, GPT‑based tools, Claude) to enhance research, analysis, communication, and productivity.
• Experience using CRM platforms (e.g., Salesforce or similar systems) to manage prospects, track pipeline activity, document client interactions, and support disciplined sales and relationship management processes.
• Exceptional written, verbal, and presentation skills, with the ability to clearly communicate complex investment concepts and persuasively present to senior leadership, boards, and investment committees.
• Strong relationship‑building, consultative selling, and influence skills, including experience managing complex, multi‑stakeholder client relationships and guiding prospects and clients through evaluation and decision‑making processes.
• Advanced Excel and PowerPoint skills, with experience developing analytical materials, sales presentations, and client‑facing deliverables for institutional audiences.
• Experience with institutional client reporting and portfolio management platforms, such as PARIS, Addepar, or similar performance measurement and reporting systems.
• Relevant professional experience within an OCIO, investment consulting firm, asset manager, or related institutional investment organization, or experience in a comparable senior investment, finance, treasury, or client‑facing role within a nonprofit or mission‑driven organization.

Preferred Qualifications

The ideal candidate will have demonstrated experience working with custodians and institutional portfolio data, including holdings, transactions, and cash‑flow files, and hands‑on expertise with institutional reporting and analytics platforms such as PARIS (Investment Metrics), Addepar, or comparable systems. This individual brings a strong understanding of institutional client management and sales processes, including prospect development, onboarding, ongoing relationship management, and retention, and is comfortable using CRM platforms such as Salesforce to manage pipelines, document client interactions, and support disciplined relationship management. Preferred candidates will have prior experience within an OCIO, investment consulting firm, or asset manager, or relevant experience in a comparable investment, finance, or client‑facing role within a nonprofit or mission‑driven organization. Strong presentation, persuasion, and relationship‑building skills are essential, along with the ability to leverage modern technology—including AI‑enabled tools—to enhance research, client communication, and productivity.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.