Senior Institutional Client Strategist — Hybrid

Lever, Inc.; Wilmington (DE); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Group medical, dental & vision

Life and disability insurance

Well-being stipend

401(k) with employer contributions

Job summary

Great Gray Group is seeking a Senior Institutional Client Associate to support relationships with asset managers and institutional clients. You will analyze relationship dynamics, develop dashboards, and translate insights into strategic actions for growth.

The role blends data, client engagement, and collaboration across teams in a hybrid Wilmington, DE environment. The position requires 5+ years in institutional asset management, Salesforce proficiency, and strong analytics.

Qualifications

• Bachelor’s degree in Finance, Business or related field with at least 5 years in institutional asset management.
• Experience in the Defined Contribution market is a plus.
• Proficient with Salesforce CRM.
• Proficient with business analytics and AI tools (Claude or similar).
• Microsoft Office 365 skills, including advanced Excel.
• Strong communication and interpersonal skills.
• Excellent project management and ability to handle multiple priorities.
• Entrepreneurial mindset and growth mindset values.

Responsibilities

• Develop, maintain and evolve client profiles reflecting 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.

Skills

Salesforce CRM

Advanced Excel

Business analytics

AI tools

Communication skills

Project management

Ambiguity tolerance

Entrepreneurial mindset

Education

Bachelor’s degree in Finance, Business or related field

Tools

Claude AI

Office 365

Job description

Great Gray Group is seeking a Senior Institutional Client Associate to support relationships with asset managers and institutional clients. You will analyze relationship dynamics, develop dashboards, and translate insights into strategic actions for growth.

The role blends data, client engagement, and collaboration across teams in a hybrid Wilmington, DE environment. The position requires 5+ years in institutional asset management, Salesforce proficiency, and strong analytics.