Strategic Institutional Relationships Manager

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

Benefits offered by this job

Hybrid work model

401(k) plan with employer contribution

Job summary

Great Gray Group in Boston, MA is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional relationships within our CIT business. The role requires strategic account planning, senior stakeholder engagement, and cross-functional coordination across Sales, Implementation, Legal, Compliance, Product and Operations.

You will partner with internal teams to deepen engagement, optimize product utilization, and drive growth while maintaining rigorous governance and

Qualifications

• Bachelor's degree; MBA or professional designation preferred.
• 7+ years of experience in institutional account management, preferably consultant relations, within financial services, asset management, or retirement industry.
• Demonstrated track record of managing and growing complex, high-value client relationships at a national or institutional level.
• Deep familiarity with defined contribution retirement plans and institutional investment vehicles strongly preferred.
• Experience managing relationships with institutional consultants, asset managers, national accounts and/or aggregators, with a strong understanding and familiarity of networked relationships across these entities.

Responsibilities

• Serve as the primary accountable relationship owner for a portfolio of institutional consultant and/or asset management firms engaged with Great Gray's CIT offerings
• Develop and execute comprehensive account plans for each assigned relationship, identifying opportunities to deepen engagement, expand product utilization, and drive measurable growth within the existing book
• Conduct regular strategic business reviews with senior client stakeholders to uncover evolving needs, growth opportunities and emerging risks, and to build alignment between Great Gray and client objectives
• Build and maintain multi-threaded relationships across client organizations, cultivating connections with C-suite executives, investment committees, operations teams, and other key decision-makers
• Strategic communications with clients, ensuring timely and highly professional client interactions across touchpoints
• Serve as the internal advocate for enterprise clients, coordinating closely with Sales, Implementation Solutions, Legal, Compliance, Product, and Operations to ensure seamless service delivery and alignment of strategic priorities
• Provide leadership for complex strategic initiatives, partnering with internal execution teams and external parties to ensure effective stakeholder alignment, clear ownership structures, and rigorous coordination to achieve successful outcomes
• Monitor account health, track key relationship metrics, and proactively flag risks or opportunities to leadership
• Maintain accurate and current records of all client activity, pipeline status, and relationship intelligence within the firm's CRM
• Stay current on market trends, regulatory developments, and competitive dynamics affecting CITs and the defined contribution plan landscape
• Other related duties as assigned

Skills

Relationship management

Strategic communication

CRM systems

Cross-functional collaboration

Negotiation skills

Travel readiness

Education

Bachelor's degree; MBA or professional designation preferred

Tools

CRM platforms

Job description

Great Gray Group in Boston, MA is seeking an Institutional Relationship Manager to lead a portfolio of high-value institutional relationships within our CIT business. The role requires strategic account planning, senior stakeholder engagement, and cross-functional coordination across Sales, Implementation, Legal, Compliance, Product and Operations.

You will partner with internal teams to deepen engagement, optimize product utilization, and drive growth while maintaining rigorous governance and