Sr. Relationship Mgr. -Institutional

Responsible for working closely with Directors to build deep long-term relationships with clients to ensure that they have tremendous confidence and trust in our people, intellectual capital, investment processes, ownership structure, risk management, reporting and overall quality of services. This includes clients invested in separate accounts, sub-advisory relationships, collective funds, private funds and mutual funds. May independently service Tier 3 clients with the goal of providing high quality services, retaining revenue and AUM, and seeking to expand our client relationships. As part of your responsibilities, you will dedicate a portion of your time to and will be a member of our Client DDQ Team which is responsible for completing client questionnaires, RFIs, and other ad hoc inquiries. In your role, you will strive to exceed the expectations of external clients and internal business partners by delivering outstanding work that is instrumental in driving asset growth and client retention. You will be expected to receive, track, produce, review, and deliver complete, error free, and compliant questionnaires, reflecting current information in a clean and appropriate format as well as liaising with business partners and subject matter experts worldwide.

Key Responsibilities

• Working with a Director, serve as a point of contact for the firm's institutional clients. Maintain contact with clients on matters related to their portfolio(s) and provide firm updates.  Respond to all client inquiries including, but not limited to, questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, trading-commissions-directed brokerage and soft dollars, personnel changes at firm, capabilities, etc.
• Facilitate the orchestration of client management resources to best serve our institutional clients.  Work with portfolio, research, legal/compliance, product, marketing, operations, and senior management.  Maintain all client interactions and current client data in Salesforce.
• Arrange logistics, create presentation materials for upcoming client meetings.  Attend in-person client meetings and/or conference calls with Directors where appropriate for Tier 1 and Tier 2 clients. 
• Independently service the Tier 3 Institutional clients ensuring that all client needs are met. 
• Own the onboarding of new clients engaging with multiple business units including operations, client reporting, compliance, legal, sales and portfolio management.  
• Broaden existing relationships through solutions-based cross-sales in partnership with sales and consultant relations.  Maintain a detailed knowledge of the firms focus strategies and initiatives along with all policies and procedures relating to client facing personnel.  Educate clients about Columbia's strengths and capabilities.

Required Qualifications

• Bachelors degree or equivalent
• A minimum of 3-5 years in an institutional client service capacity
• Series 7, Series 3 and 66 (or 63 & 65 combined), or the ability to obtain within a defined period of time

Preferred Qualifications

• SalesForce experience
• CFA
• In-depth knowledge of investments
• Team player
• Excellent communication and organizational skills

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Full timeExemptSalesAMINV US Asset Management