Senior Institutional Relationship Manager, SE Territory (Georgia or Texas Based)

Role Summary

The Senior Relationship Manager is responsible for originating, developing, and deepening relationships with institutional investors to drive sustained capital inflows and long-term asset retention. This individual operates at the intersection of investment expertise, commercial acumen, and client leadership, serving as a trusted advisor to sophisticated allocators while representing the full capabilities of the firm. Guides and mentors less experienced professionals and ensure compliance with sales policies and achievement of sales targets in key markets. This is a revenue-critical role with direct accountability for net flows, client satisfaction, and franchise growth.

Responsibilities

Capital Raising & Business Development (Prospects):

• Lead end-to-end sales efforts targeting institutional investors (pensions, endowments, foundations, OCIOs, insurance, sovereigns)
• Originate new client relationships and convert prospects into funded mandates across public and private strategies
• Navigate complex consultant-driven and direct sales processes, including RFPs, finals presentations, and due diligence cycles
• Build and maintain a high-quality pipeline with clear visibility into conversion probabilities and timing

Relationship Management & Retention (Clients):

• Serve as senior relationship lead for key institutional clients, owning long-term engagement strategy and asset retention
• Develop deep understanding of each client’s governance structure, decision-making process, and investment priorities
• Deliver consistent, high-value touchpoints including portfolio reviews, market insights, and bespoke client solutions
• Influence asset allocation decisions by positioning strategies within the context of total portfolio objectives
• Anticipate client needs, proactively address risks, and identify cross-sell/upsell opportunities across asset classes
• Coordinate internal resources (investment teams, product specialists, consultants relations, leadership) to deliver a unified client experience

Market Intelligence & Feedback Loop:

• Maintain real-time insight into client sentiment, competitor positioning, and industry trends
• Provide actionable feedback to investment and product teams to inform product development and positioning
• Act as a voice of the client within the organization

Internal Leadership & Collaboration:

• Partner closely with investment teams to ensure alignment between portfolio outcomes and client expectations
• Mentor junior sales and relationship professionals
• Contribute to broader distribution strategy, including segmentation, coverage models, and go-to-market priorities

Key Competencies

• Credibility with sophisticated investors: Commands respect in CIO-level conversations; understands portfolio construction, risk, and performance drivers
• Commercial ownership mindset: Treats revenue and retention as personal accountability, not a shared abstraction
• Consultative selling: Moves beyond product pitching to solving portfolio-level problems
• Resilience under pressure: Handles redemptions, underperformance, and difficult conversations without flinching
• Influence without authority: Aligns internal stakeholders to deliver for clients
• Judgment and prioritization: Focuses time on highest-value opportunities, not whoever emailed last

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience
• Series 7 and 63

Preferred:

• At least 5 years of experience selling products to institutional clients

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.