Relationship Manager, Investment Servicing Contract

Relationship Manager, Investment Servicing

Join one of the world’s preeminent asset management firms and an outstanding provider of global investment management, risk management and advisory services.

This role is responsible for deepening client relationships with of a book of current clients where high quality Investment Servicing is critical to the relationship and is often the reason why clients decide to do more business. This group will work across the ICB client franchise including Strategic, Corporate Pensions, DB and DC pension schemes, public sector pension schemes and their advisors.

Key Responsibilities

• Responsible for deepening and expanding existing client relationships
• Take on a greater role in cross selling to clients and to build client relationships, interacting with clients on a 1:1 basis
• Understanding where the client is on their investment journey and providing insights and expertise on our existing relationship
• Working with the key people at the client to bring them additional value added services that strengthen their connection 
• Responsible for attending client meetings, overseeing materials and, subsequent follow-up and client communication. These may include:
  • Client follow up
  • Q&A
  • Trustee meetings
  • Investment performance reviews and updates
  • Due diligence meetings (so far as it pertains to investment)
• Responsible for external/internal stakeholder engagement on investments, coordination with CEM on operation servicing needs and investment teams, assessing regulatory investment suitability
• Overseeing and coordinating the onboarding of new clients with operations teams and client change activities from and investment perspective, ensuring the delivery of investment or change as agreed with the client.
• Leading with investment related queries and discussions with client, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
• Collaborating with RMs on client account plans and briefing documents- collectively identifying opportunities for growth of the relationship
• Review of legal documents for commercials and investment intent
• Supports alignment across the sales organisation and with operational teams
• Escalation contact for Operating Events for all clients resulting in reputational/financial impact
• Works with Sales and operational teams in any projects/initiatives (regulatory, platform and/or client) impacting the ICB business/clients
• Through day to day relationship management, directs operational service activities to operational teams but works in partnership to ensure alignment.

Skills & Competencies:

• Strong relationship builder. Ability to engage and influence key internal and external stakeholders
• Ability to identify and work with sales teams on cross-selling opportunities
• Understanding of the UK pension fund market, investment industry and competitive landscape
• Ability to independently cover complex client requirements and look for bespoke solutions or a change in process where appropriate for clients
• Proficient with use of TeamWorld, including owning and updating TeamWorld with relevant notes
• Can reflect market dynamics to the firm to effect change
• Experience in a process driven, risk-controlled environment

Rate/Salary: