Senior Institutional Client Relations Manager

LGBT Great; New York (NY); On-site; USD 205,000 - 240,000; Full time

Job summary

LGBT Great in New York, NY is looking for a dedicated professional to support relationships with large institutional clients. The role involves partnering closely with senior Account Managers, preparing tailored investor materials, and managing client activity to ensure timely execution.

This position requires a Bachelor’s degree in a relevant field and an MBA completed in the last 5 years, along with 3-7 years of relevant experience. A strong client service orientation and analytical skills are essential.

Qualifications

• 3-7 years of professional experience in client service roles, preferably in financial services or consulting.
• Understanding of fixed-income markets and core investment concepts.
• Progress toward CFA designation is a plus.

Responsibilities

• Coordinate with Account Managers to support relationships with institutional clients.
• Prepare tailored investor materials for client meetings.
• Manage client activity and ensure timely execution of requests.

Skills

Client service

Analytical skills

Communication

Project management

Education

Bachelor’s degree in Business, Finance, Economics, Accounting, Engineering or related field

MBA completed within the last 5 years

Job description

LGBT Great in New York, NY is looking for a dedicated professional to support relationships with large institutional clients. The role involves partnering closely with senior Account Managers, preparing tailored investor materials, and managing client activity to ensure timely execution.

This position requires a Bachelor’s degree in a relevant field and an MBA completed in the last 5 years, along with 3-7 years of relevant experience. A strong client service orientation and analytical skills are essential.