Index Relationship Manager
About the Company
Our client is a leading provider of investment, data, analytics, and technology solutions serving institutional investors and financial market participants globally. The firm partners with some of the world's largest investment organizations, helping them navigate complex markets, improve decision-making, and optimize portfolio outcomes across asset classes.
With a strong reputation in the institutional investment community and a collaborative, client-focused culture, the organization continues to invest in its commercial teams and offers significant opportunities for long-term career growth and development.
The Opportunity
The firm is seeking a Relationship Manager to join its Institutional Client Coverage team. This individual will be responsible for managing and expanding relationships with a portfolio of strategic institutional clients while identifying opportunities to deepen engagement across the firm's investment, data, analytics, and market solutions offerings.
This is an ideal opportunity for someone with experience covering institutional investors who enjoys building long-term relationships, solving complex client challenges, and operating in a consultative, commercially driven environment.
Key Responsibilities
- Manage a portfolio of large institutional client relationships and serve as a trusted advisor across investment and business stakeholders.
- Develop and execute strategic account plans focused on client retention, expansion, and long-term growth.
- Build senior-level relationships with investment professionals, portfolio managers, research teams, and executive decision-makers.
- Partner with internal product, research, and commercial teams to deliver solutions aligned with client objectives.
- Identify opportunities to increase adoption of the firm's products and services across existing accounts.
- Stay informed on market trends, industry developments, and client priorities to deliver relevant insights and recommendations.
- Coordinate client meetings, presentations, reviews, and strategic planning discussions.
- Maintain a high level of client engagement while managing multiple complex relationships simultaneously.
Qualifications
- 5-12 years of experience in Institutional Sales, Relationship Management, Consultant Relations, Institutional Distribution, Investor Relations, or Business Development.
- Experience covering institutional investors such as pensions, insurance companies, endowments, foundations, consultants, family offices, OCIOs, or asset managers.
- Strong understanding of investment markets and institutional portfolio management concepts across multiple asset classes.
- Demonstrated success managing senior-level client relationships and driving commercial outcomes.
- Excellent communication, presentation, and relationship-building skills.
- Ability to work cross-functionally and navigate complex organizations.
- Experience within asset management, institutional consulting, investment technology, market data, analytics, or related financial services environments is strongly preferred.
Compensation & Benefits
- Competitive base salary and incentive compensation.
- Comprehensive medical, dental, and vision coverage.
- 401(k) and retirement benefits.
- Generous paid time off and company holidays.
- Professional development and training opportunities.
- Long-term career advancement within a growing institutional business.
Why Join?
- Work with some of the largest and most sophisticated institutional investors in the market.
- Join a highly visible team with direct exposure to senior leadership and key strategic initiatives.
- Build relationships across a diverse institutional client base spanning multiple asset classes and investment strategies.
- Operate in a consultative role where relationship management and client impact are highly valued.
- Gain exposure to a broad suite of investment, technology, data, and market solutions.
- Be part of a collaborative organization that offers strong opportunities for career progression and professional growth.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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