Senior Institutional Relationship Manager - Pensions/endowments & Foundations/taft-hartley

DWS Group

Chicago, IL, US
Base: $146,000 to $255,000; bonus/equity: not spec...
Hybrid
7 years client coverage experience
Track record closing business
Strong interpersonal skills
The role is responsible for acquiring new institutional clients and generating additional revenue from existing clients in the Central region

Job Summary

  • The role is responsible for acquiring new institutional clients and generating additional revenue from existing clients in the Central region.
  • Candidates must have a proven track record of developing business and maintaining relationships with institutional asset owners and their consultants.
  • The position offers access to a range of personalized benefits including healthcare, company perks, and retirement plans within a hybrid working model.

Matching Summary

The role is responsible for acquiring new institutional clients and generating additional revenue from existing clients in the Central region.

Salary

Base: $146,000 to $255,000; Bonus/Equity: Not specified; Benefits: Personalized plan including healthcare and retirement

Skills & Requirements

Must-have

  • 7 years client coverage experience
  • Track record closing business
  • Strong interpersonal skills
  • Current knowledge of investment products
  • Flexible approach to travel

Nice-to-have

  • Self-motivated professional
  • Team-oriented culture fit
  • Creative thinker and innovator
  • Ability to operate independently

Key Requirements

  • Minimum Bachelors Degree
  • Series 7 and Series 63 licenses required
  • CFA or MBA preferred
  • Experience in financial sector
  • Relationships with institutional asset owners

Work Rights

Not specified

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