Client Portfolio Manager - Remote

Overview

The Client Portfolio Manager (CPM) acts as the primary relationship manager for assigned institutional client relationships, focusing on client retention and growth while collaborating with internal teams to deliver exceptional client experiences.

In Short

• Act as the primary relationship manager for institutional clients.
• Manage existing client relationships and ensure exceptional service.
• Collaborate with Client Service Team and Investment Team.
• Understand client and consultant market trends.
• Assist in thought leadership and product development.
• Moderate domestic travel expected.
• Maintain thorough use of CRM for client engagement.
• Mentor and develop Client Portfolio Analysts.
• Participate in special projects as needed.
• Strong cultural fit and team player required.

Requirements

• Bachelor’s degree required; Master’s degree a plus.
• Proven track record in relationship management with institutional clients.
• Deep understanding of institutional consultants.
• Strong knowledge of fixed income and capital markets.
• Ability to lead complex client relationships.
• Strong presentation and interpersonal skills.
• Effective communication skills for engaging clients.
• Ability to manage the full client lifecycle.
• Team player with leadership qualities.
• Ability to prioritize tasks and meet deadlines.

Benefits

• Hybrid work environment.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company contributions.
• Tuition reimbursement.
• $5,000 referral bonus for new hires.
• Generous paid time off including vacation and holidays.
• Paid volunteer time.
• Leave of absence programs.
• Fitness and health reimbursements.
• Annual performance-based bonus eligibility.