Institutional Client Management Consultant Jobs

Complex RFP project management experience, within Alternatives and/or Fixed Income preferred

Manage the coordination and completion of Requests for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs")

Undergraduate degree (economics, finance or business preferred)

Base 90-110k + bonus (experience pending)

Maintain a database of standard RFP responses and hone/create new language as appropriate

Commit to improving the efficiency of the RFP process and quality of RFP submissions

3+ years’ experience, preferably within Investment Banking, Investor relations or an Alternative Credit Management

Strong analytical, problem solving and project management skills

Contact management, including CRM/Salesforce maintenance

Helping to manage internal IOI and client tracking initiatives

Excellent presentation, business writing and oral communication skills

Assisting with new business pipeline through client & consultants updates and other internal reporting

2-5 years of professional experience within the investment management industry

Participate in various projects and cross-functional working groups related to the Client Service Management function

Client Analyst - Institutional Wealth Management

You will work closely with Client Service Managers and be accountable for coordinating client-related activities

Excellent communication skills, both oral and written

Strong opportunity for career growth

Support strategically significant organizational initiatives, including cross-selling of key Mastercard products, capabilities and solutions to deepen relationships

Negotiate, execute and manage the customer contract agreement process, ensuring global linkage of resources and information sharing

Ability to manage and grow internal and external cross functional relationships and partnerships with executives at all levels

Sound business judgment with established strategic and conceptual thinking and planning skills

Develop detailed business cases, including financial analysis/modeling, in support of merchant initiatives

Bachelor’s degree required; MBA preferred

Previous experience in customer service or other related fields (preferably > 3 years)

Strong problem-solving and critical-thinking skills

Strong interpersonal, listening, writing, and technical skills

Entry-level communication with our client base

Navigating through our systems and softwares

Assist with communication and liaising about the program and answering questions/providing additional information to our clients

Provides administrative support to Client Management Coordinators

2 years of professional legal, finance, healthcare, or business experience required

Ability to manage and execute work with outstanding organization and time-management

Critical thinking and problem-solving skills

Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement

Assists with building client relationships by ensuring client records are timely and accurately maintained

Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Performs other duties and responsibilities as assigned.

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Responds to FA questions by telephone, email and occasional personal visits.

Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects.

Required Qualifications, Skills and Capabilities:

Strong understanding of the Asset Management industry, including active and passive strategies

Develop deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc

Existing relationships in the institutional channel, preferably asset owners or asset managers, with capacity to prospect new external relationships

Experience developing and executing on a data driven sales business plan within a defined channel or region

Excellent written and verbal communication skills.

Services client accounts through day-to-day account, project, and stakeholder management, best practices advisement, and coordination of production resources.

Ownership and coordination of client projects, budget management, tactical consulting and problem solving, and developing/maintaining essential relationships, both internal and external

Click Here to review our U.S. Eligibility Requirements

Accountable for the day-to-day quality, timeliness and overall standard of all project work produced for assigned clients.

May provide guidance to lower level staff, but has no formal supervisory responsibility.

Primarily focused on providing communication project consultancy and implementation guidance for assigned client accounts.

Experience on Client Onboarding Change Management.

Capture requirements, prioritize investments, work with Compliance Engineering and Operations to test and deploy features.

Strong problem solving skills and the ability to develop creative solutions to complex operational challenges.

What you’ll be doing (ie. job duties):

What we look for in you (ie. job requirements):

You’ve got positive energy. You’re optimistic about the future and determined to get there.

Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously

Completion of a four-year degree from an accredited university or equivalent work experience

Minimum 5 years’ experience working in a Client Service role in the brokerage, investment advisory, or financial services environment

Excellent math skills and the ability to quickly grasp financial and investment concepts

Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service

Prepares and provides documentation and materials required for client calls and visits; may participate in investment reviews and annual reviews

Working knowledge of ERISA guidelines and regulations

Experience working with financial advisors

Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients

Understanding of retirement plans from an operational, record-keeping, and investment perspective

Proficiency in navigating CRM systems and MS Office Suite

Brick Bonus success sharing program

Working knowledge of ERISA guidelines and regulations

Experience working with financial advisors

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients

Understanding of retirement plans from an operational, record-keeping, and investment perspective

Proficiency in navigating CRM systems and MS Office Suite