Strategic Institutional Relationship Manager

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

Benefits offered by this job

Competitive compensation package

Group medical, dental & vision

Employer-paid life & disability

401(k) with employer contribution

Job summary

Great Gray Group in Boston is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional clients within the CIT program. The role collaborates with Sales, Implementation, Product, and Operations to deliver an exceptional client experience and expand product utilization.

The position requires 7+ years in institutional management, a bachelor’s degree (MBA/CFA/CAIA preferred), and the ability to travel nationally.

Qualifications

• Bachelor's degree; MBA or professional designation preferred.
• 7+ years in institutional account management within financial services or retirement industry.
• Proven track record growing complex, high-value client relationships at national/institutional level.
• Deep familiarity with defined contribution retirement plans and institutional investment vehicles.

Responsibilities

• Serve as the primary relationship owner for institutional consultants and asset managers engaging with Great Gray's CIT offerings.
• Develop and execute account plans to deepen engagement and drive growth.
• Conduct strategic business reviews with senior client stakeholders to align objectives and manage risks.
• Build multi-threaded relationships across client organizations, including C-suite executives and decision-makers.
• Coordinate with Sales, Implementation, Legal, Compliance, Product, and Operations to ensure service delivery.
• Lead complex strategic initiatives and ensure clear ownership and coordination.
• Monitor account health and pipeline, flag risks and opportunities to leadership.
• Maintain accurate records of client activity in the CRM.
• Stay informed on market trends, regulatory changes, and CIT landscape.

Skills

Client relationship mgmt

Strategic account planning

C-suite engagement

CRM proficiency

Presentation & negotiation

Cross-functional collaboration

Travel readiness

Education

Bachelor's degree

MBA or CFA/CAIA preferred

Tools

CRM platforms

Job description

Great Gray Group in Boston is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional clients within the CIT program. The role collaborates with Sales, Implementation, Product, and Operations to deliver an exceptional client experience and expand product utilization.

The position requires 7+ years in institutional management, a bachelor’s degree (MBA/CFA/CAIA preferred), and the ability to travel nationally.