Senior Client Accounts Director, Institutional AM — Hybrid

Oliver James Group; 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

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