Overview

Company
Oliver James
Location
Baltimore, Maryland, United States
Oliver James

Finance & Banking • Baltimore, Maryland, United States

Client Account Management Director

Baltimore, Maryland, United StatesPosted 6 hours ago
Finance & Banking

About the Role

Client Account Management Director (Institutional / Subadvisory) | Global Asset Manager | Baltimore, MD Hybrid (4 days onsite)

A leading global asset manager is hiring a senior Client Account Management Director to own the operational relationship with its most complex professional clients across North America.

You'll be the single point of contact for everything operational once a client is on board: onboarding new accounts, managing changes, and making sure day-to-day servicing runs smoothly. Clients include institutions, insurance companies, consultants, platforms and intermediaries, with a focus on separate accounts and subadvised mandates.

This is a senior individual contributor role. You'll work hand in hand with the relationship management team, be the client's voice across operations, investment operations and legal & compliance, and act as the go-to expert and escalation point for the toughest accounts. You'll also help shape how the team works, driving process improvements and mentoring colleagues.

What you'll do

  • Lead onboarding, change and ongoing servicing for complex institutional and subadvised clients
  • Diagnose and resolve complex service issues, spotting trends before they become problems
  • Build service plans and scorecards alongside relationship managers
  • Work with custodians, consultants, platforms and administrators to keep everything running
  • Push for process and control improvements across the client lifecycle
  • Report on service health and client outcomes to senior leadership

What you'll bring

  • 10+ years in asset management or investment management client service, onboarding or account management
  • Hands-on experience servicing separate accounts and/or subadvised relationships
  • Strong understanding of how institutional, insurance and intermediary clients operate
  • The confidence to influence internally and push back diplomatically when needed
  • Excellent organisation and attention to detail

Some relocation support may be available for the right candidate.

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What You'll Do

Lead onboarding, change and ongoing servicing for complex institutional and subadvised clients
Diagnose and resolve complex service issues, spotting trends before they become problems
Build service plans and scorecards alongside relationship managers
Work with custodians, consultants, platforms and administrators to keep everything running
Push for process and control improvements across the client lifecycle
Report on service health and client outcomes to senior leadership

Skills & Technologies

Finance & Banking