Senior Institutional Relationship Executive

Western & Southern Financial Group; Cincinnati (OH); On-site; USD 180,000 - 240,000; Full time

Job summary

Western & Southern Financial Group seeks a VP, Senior Relationship Manager to drive strategic relationship development across Fort Washington Institutional clients and their consultants. You will maintain executive-level relationships with CIOs, investment committees, and boards to grow third‑party revenue through cross‑selling of investment strategies.

The role requires leading onboarding, contract negotiations, and cross-functional collaboration with management, marketing, and external

Qualifications

• Bachelor’s Degree in business (finance, marketing, accounting) or equivalent experience – Required
• Demonstrated success in institutional relationship management (10+ years) – Required
• Strong coaching/leadership for associates – Preferred
• Proven ability to present complex issues to executives – Required
• Strong analytical skills and project management experience – Required
• Ability to manage confidential client information – Required
• FINRA Licenses Series 7 and 66 within 180 Days – Required

Responsibilities

• Develops and implements relationship management processes across the client life-cycle for institutional relationships and consultants.
• Expand business with existing clients by anticipating needs and referring investment solutions; generate leads for new clients.
• Develops and executes a comprehensive sales plan for a direct institutional channel; identify markets and close new business.
• Proactively harvests relationships with consulting firms and national offices; pursue key rosters for strategies.
• Develops client meetings with senior leadership, investment committees, and boards; discuss strategy and performance.
• Lead onboarding, transition plans with custodians and external managers; negotiate contracts.
• Oversee platform relationships, model delivery, sub-advisory and wire house partners.
• Develop client presentations to communicate portfolio results and cross-sell strategies.
• Serve as project manager for institutional relationship initiatives (ops, compliance, custodial).
• Coach associates to provide high-quality service to clients.
• Advocate for client fundraising sponsorships and coordinate firm-wide client events.

Skills

Relationship management

Executive communication

Sales strategy

Prospecting

Client consulting

Cross-selling

Project management

Presentation skills

CRM familiarity

Education

Bachelor’s Degree in business related field

MBA preferred

Tools

Satuit

Microsoft Office (Word, Excel, PowerPoint)

Job description

Western & Southern Financial Group seeks a VP, Senior Relationship Manager to drive strategic relationship development across Fort Washington Institutional clients and their consultants. You will maintain executive-level relationships with CIOs, investment committees, and boards to grow third‑party revenue through cross‑selling of investment strategies.

The role requires leading onboarding, contract negotiations, and cross-functional collaboration with management, marketing, and external