Relationship Manager

Relationship Manager – Sub-Advised Insurance

Compensation: $200,000–$275,000 Total Compensation

The Opportunity

A leading global investment management firm is seeking an experienced Relationship Manager – Sub-Advised Insurance to oversee and strengthen a portfolio of strategic insurance and institutional client relationships. This is a senior relationship-management opportunity for someone who has built their career within institutional asset management, insurance, sub-advisory, or sophisticated client service and is ready to take ownership of complex, high-value relationships. The Relationship Manager will serve as a primary point of contact for assigned clients, developing a deep understanding of their organizations, priorities, and servicing requirements while coordinating resources across Investments, Product, Operations, Legal, Compliance, and other internal teams. The primary focus of this position is relationship ownership, client retention, strategic servicing, and execution. This individual will provide continuity across important client relationships while partnering with business development professionals on broader account strategy and growth opportunities.

What You’ll Do

• Serve as a primary relationship manager for assigned insurance and sub-advisory clients.
• Develop trusted relationships across multiple levels of sophisticated institutional client organizations.
• Lead ongoing client engagement and day-to-day relationship management activities.
• Coordinate quarterly reviews, governance activities, reporting requirements, and other client deliverables.
• Maintain a thorough understanding of client priorities, key stakeholders, activities, and upcoming initiatives.
• Anticipate client needs and proactively address issues affecting the relationship.
• Monitor service expectations and coordinate the timely resolution of client issues.
• Partner across Investments, Product, Operations, Legal, Compliance, and other internal functions to ensure client commitments are met.
• Translate client needs into actionable internal plans and drive accountability across stakeholder groups.
• Support retention efforts through proactive relationship management and client advocacy.
• Contribute to strategic account planning and the identification of evolving client needs.
• Manage multiple complex relationships, projects, deadlines, and servicing requirements simultaneously.
• Support the development of junior team members and continued improvement of relationship-management processes.

What We’re Looking For

• 8+ years of experience in relationship management, client service, sub-advisory, insurance, or institutional asset management.
• Experience managing sophisticated institutional and/or sub-advisory client relationships.
• Experience working with insurance organizations and related investment relationships is highly desirable.
• Strong understanding of institutional client servicing, including governance processes, reporting requirements, reviews, and ongoing deliverables.
• Demonstrated ability to independently navigate and manage complex client relationships.
• Ability to build credibility and trusted relationships with senior client stakeholders.
• Strong client instincts with the ability to anticipate needs and proactively resolve issues.
• Ability to coordinate effectively across investment, product, legal, compliance, operations, and other internal teams.
• Excellent project management, organization, prioritization, and follow-through.
• Strong written and verbal communication skills with a polished client presence.
• Collaborative approach with the ability to influence stakeholders without direct authority.
• CFA, CAIA, or another relevant professional designation is preferred but not required.

Ideal Background

The ideal candidate may have developed through institutional client service or relationship management and progressed into an AVP, VP, Senior Relationship Manager, Senior Client Relationship Manager, or comparable role.

The strongest candidates will have moved beyond a supporting client-service function into genuine relationship ownership. They should be comfortable navigating sophisticated institutional organizations, coordinating complex internal resources, managing ongoing client obligations, and serving as a trusted and consistent point of contact.

Compensation

The anticipated total compensation range is $200,000–$275,000, depending on experience and qualifications.