Senior Institutional Client Advisor — Data-Driven Growth (Hybrid)

Remote; San Francisco (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

High-growth company

Competitive compensation

Medical/Dental/Vision insurance

Life & Disability Insurance

Well-being stipend

401(k) plan

Job summary

Great Gray Group in the United States is seeking a Senior Institutional Client Associate to strengthen our Asset Manager & Consultant Relations team. You will translate data into actionable insights to improve client engagement and support growth with institutional partners.

Ideal candidates have 5+ years in institutional asset management, strong Salesforce and analytics skills, and the ability to work across sales, operations, legal, and finance in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Business or a related field and a minimum of 5 years of relevant industry experience in institutional asset management, ideally for an asset manager, or experience supporting institutional sales or relationship management teams
• Experience in the Defined Contribution market is a plus
• Demonstrated proficiency with Salesforce CRM
• Proficient with business analytics and leveraging AI to create efficiencies, including Claude or a similar tool
• Microsoft Office 365 skills, including advanced proficiency in Excel creating reporting, tables and visuals
• Strong communication and interpersonal skills, with the ability to problem-solve and navigate complex business conversations
• Exceptional project management skills, including business/technical writing
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

Responsibilities

• Develop, maintain and evolve comprehensive client profiles to reflect enterprise characteristics, business priorities and scope of relationship
• Develop recurring reporting, dashboards, and commentary that help leadership understand asset manager trends, product performance, partnership health, and strategic priorities.
• Develop quarterly business review materials to support Senior Relationship Managers' client reviews, including analytics on sales and client engagement metrics and milestones
• Support Senior Relationship Managers on institutional client calls and direct communications
• Collaborate cross-functionally with sales, operations, legal, compliance, finance and implementation teams on a regular basis.
• Partner with technology and operations to represent and translate the team's reporting needs to technology/CRM enhancements
• Track institutional pipeline activity and relationship-development priorities, helping ensure follow-through on opportunities, risks, next steps, and internal ownership.
• Contribute to process improvements that enhance relationship intelligence, data quality, reporting discipline, knowledge sharing and institutional business planning.
• Maintain agenda for internal team calls
• Complete other related duties as assigned

Education

Bachelor's degree in Finance, Business or a related field

Job description

Great Gray Group in the United States is seeking a Senior Institutional Client Associate to strengthen our Asset Manager & Consultant Relations team. You will translate data into actionable insights to improve client engagement and support growth with institutional partners.

Ideal candidates have 5+ years in institutional asset management, strong Salesforce and analytics skills, and the ability to work across sales, operations, legal, and finance in a fast-paced environment.