Strategic Institutional Relationship Lead

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

Benefits offered by this job

Health, dental and vision insurance

Life and disability insurance

Annual well-being stipend

401(k) plan with employer contribution

Job summary

Great Gray is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional clients within its CIT business. You will serve as the main contact for enterprise clients and collaborate with Sales, Implementation, Product, Legal, and Operations to deliver a seamless client experience.

You’ll develop strategic plans, engage senior stakeholders, and drive growth while navigating regulatory and market changes in retirement plans.

Qualifications

• 7+ years of institutional account management experience.
• Experience with institutional consultants, asset managers, and national accounts.
• Deep familiarity with defined contribution retirement plans.
• Proven ability to engage senior-level stakeholders across large organizations.

Responsibilities

• Serve as the primary relationship owner for institutional consultants and/or asset managers in Great Gray’s CIT offerings.
• Develop and execute account plans to deepen engagement and grow product utilization.
• Conduct strategic reviews with senior client stakeholders to align objectives.
• Build multi-threaded relationships across client organizations, including C-suite and investment committees.
• Communicate strategically with clients to ensure professional interactions across touchpoints.
• Coordinate with Sales, Implementation, Legal, Compliance, Product, and Operations for seamless delivery.
• Provide leadership for complex initiatives with internal and external partners.
• Monitor account health and flag risks or opportunities to leadership.
• Maintain accurate records in the CRM for all activity and pipeline status.
• Stay current on market trends and regulatory developments affecting CITs.

Skills

Institutional account mgmt

Consultant relations

Senior-level engagement

CRM proficiency

Education

Bachelor’s degree

MBA

CIMA

CFA

CAIA

Job description

Great Gray is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional clients within its CIT business. You will serve as the main contact for enterprise clients and collaborate with Sales, Implementation, Product, Legal, and Operations to deliver a seamless client experience.

You’ll develop strategic plans, engage senior stakeholders, and drive growth while navigating regulatory and market changes in retirement plans.