Senior Institutional Client Relationship Manager - Hybrid

124 CCG CCG; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Profitability bonus

Retirement plan with 15% employer_conc

Job summary

Capital Group is seeking an experienced Institutional Client Relationship Manager to oversee and service a broad institutional client base across the Midwest. You will retain and grow relationships with defined benefit plans, endowments, and foundations, coordinating with field consultants to deliver superior client service.

You bring at least 10 years in financial services, 5 in institutional space, plus strong presentation and leadership skills.

Qualifications

• Minimum of 10 years' financial services experience, with 5 years in institutional space.
• Proven track record of delivering excellence in client service and sales in institutional channel.

Responsibilities

• Oversee and service a territory representing institutional investor clients (corporate, public, endowment/foundation).
• Retain and grow relationships with institutional clients; coordinate with field consultants.
• Proactively call and visit clients to deliver superior client service across Capital Group offerings.

Skills

Client service

Sales experience

Presentation skills

Communication skills

Travel flexibility

Job description

Capital Group is seeking an experienced Institutional Client Relationship Manager to oversee and service a broad institutional client base across the Midwest. You will retain and grow relationships with defined benefit plans, endowments, and foundations, coordinating with field consultants to deliver superior client service.

You bring at least 10 years in financial services, 5 in institutional space, plus strong presentation and leadership skills.