Senior Institutional Relationship Manager

Selby Jennings; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

Dental/Vision coverage

401(k) retirement plan

PTO & holidays

Professional development

Job summary

Selby Jennings is seeking a Relationship Manager to join its Institutional Client Coverage team in San Francisco. You will manage a portfolio of strategic institutional clients, expanding relationships, and driving engagement across investment, data, analytics, and market solutions.

The role suits someone with experience covering institutional investors who enjoys building long-term relationships, solving complex client challenges, and operating in a consultative, commercially driven

Qualifications

• 5–12 years in Institutional Sales or related roles.
• Experience covering pensions, insurers, endowments, consultants, or asset managers.
• Strong understanding of investment markets and institutional portfolio concepts across asset classes.
• Proven track record of senior-level relationship management and commercial outcomes.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work cross-functionally and navigate complex organizations.
• Experience in asset management or financial services preferred.

Responsibilities

• Manage a portfolio of large institutional client relationships as trusted advisor.
• Develop and execute strategic account plans for retention and growth.
• Build senior-level relationships with investment professionals and executives.
• Partner with internal product, research, and commercial teams to deliver solutions.
• Identify opportunities to increase adoption of firm products and services.
• Stay informed on market trends and client priorities to offer insights.
• Coordinate client meetings, reviews, and strategic planning discussions.
• Maintain high client engagement while managing multiple complex relationships.

Skills

Relationship management

Client engagement

Presentation skills

Communication

Cross-functional collaboration

Strategic thinking

Education

Bachelor's in Finance/Economics

MBA preferred

Tools

CRM (Salesforce)

Market data tools

Job description

Selby Jennings is seeking a Relationship Manager to join its Institutional Client Coverage team in San Francisco. You will manage a portfolio of strategic institutional clients, expanding relationships, and driving engagement across investment, data, analytics, and market solutions.

The role suits someone with experience covering institutional investors who enjoys building long-term relationships, solving complex client challenges, and operating in a consultative, commercially driven