Senior Institutional Client Relations & Insights

Great Gray; Wilmington (DE); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Group medical, dental and vision

Employer-paid life and disability

Annual well-being stipend

401(k) plan with employer contribution

Job summary

Great Gray is seeking a Senior Institutional Client Associate to support its Asset Manager & Consultant Relations Team. This role is integral in providing analytical insights to enhance client relationships and improve engagement quality.

The ideal candidate will possess a Bachelor's degree in Finance or Business, with at least 5 years of experience in institutional asset management. Key responsibilities include maintaining client profiles and developing reports that reflect market trends and

Qualifications

• 5 years of experience in institutional asset management or supporting institutional sales.
• Experience in the Defined Contribution market is a plus.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Develop and maintain comprehensive client profiles.
• Create dashboards and reports for leadership.
• Support Senior Relationship Managers in client communications.
• Collaborate with cross-functional teams.
• Contribute to process improvements.

Skills

Analytical skills

Communication skills

Project management

Salesforce CRM

Microsoft Office 365

Business analytics

Education

Bachelor's degree in Finance or Business

Tools

Salesforce CRM

Excel

Job description

Great Gray is seeking a Senior Institutional Client Associate to support its Asset Manager & Consultant Relations Team. This role is integral in providing analytical insights to enhance client relationships and improve engagement quality.

The ideal candidate will possess a Bachelor's degree in Finance or Business, with at least 5 years of experience in institutional asset management. Key responsibilities include maintaining client profiles and developing reports that reflect market trends and