Senior Director, Institutional CIO Advisory

Russell Investments

New York (NY)

On-site

USD 200,000 - 220,000

Full time

14 days+

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Job summary

Russell Investments in New York is seeking a senior professional to lead highly strategic institutional client relationships, delivering senior-level advice and driving commercial outcomes. You will analyze asset allocation, guide implementation, and promote investment products, strategies, and solutions.

You will work with CCIO and cross-functional partners to deliver an exceptional client experience, leveraging deep knowledge of U.S.

Qualifications

  • Bachelor’s degree required; CFA strongly preferred.
  • FINRA Series 7 and 63 required or ability to obtain within 90 days.
  • Significant experience with institutional investors and managing large client relationships.
  • Experience with retirement plans and not-for-profit clients preferred.
  • Deep knowledge of portfolio management, liability-driven investing, alternatives and multi-asset strategies.

Responsibilities

  • Lead institutional client relationships to deliver strategic investment advice and drive commercial outcomes.
  • Develop asset allocation strategies and multi-asset programs tailored to client goals.
  • Collaborate with internal teams to deliver integrated client solutions.
  • Mentor colleagues and raise client delivery standards.

Skills

Relationship management
Strategic advisory
Executive communication
Cross-functional collaboration

Education

Bachelor’s degree
CFA
FINRA Series 7 & 63

Job description

Russell Investments in New York is seeking a senior professional to lead highly strategic institutional client relationships, delivering senior-level advice and driving commercial outcomes. You will analyze asset allocation, guide implementation, and promote investment products, strategies, and solutions.

You will work with CCIO and cross-functional partners to deliver an exceptional client experience, leveraging deep knowledge of U.S.

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