Senior Institutional Relationship Manager

Great Gray Group.; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Group medical, dental and vision

Employer-paid life and disability

Annual well-being stipend

401(k) plan with employer contribution

Job summary

Great Gray Group is seeking an Institutional Relationship Manager to oversee a portfolio of high-value institutional clients in the CIT space. You will partner with Sales, Implementation, Product, and Operations to deliver exceptional client experiences and drive growth.

The role requires managing executive relationships across large organizations, developing account plans, and coordinating with internal teams to ensure seamless service delivery.

Qualifications

• Bachelor's degree; advanced degree (MBA) or professional designation (CIMA, CFA, CAIA) preferred.
• 7+ years of institutional account management experience in financial services, asset management, or retirement industry.

Responsibilities

• Serve as the primary relationship owner for institutional consultant and asset management clients in Great Gray's CIT offerings.
• Develop and execute account plans to deepen engagement and expand product utilization.
• Lead strategic business reviews with senior client stakeholders to align objectives and identify opportunities.

Skills

Relationship management

Institutional clients

C-suite engagement

CRM platforms

Travel readiness

Education

Bachelor's degree

MBA or CFA/CAIA preferred

Tools

CRM software

Job description

Great Gray Group is seeking an Institutional Relationship Manager to oversee a portfolio of high-value institutional clients in the CIT space. You will partner with Sales, Implementation, Product, and Operations to deliver exceptional client experiences and drive growth.

The role requires managing executive relationships across large organizations, developing account plans, and coordinating with internal teams to ensure seamless service delivery.