Director, Client CIO & Consultant Relations

Reposted 25 Days Ago
Be an Early Applicant
2 Locations
In-Office
155K-185K Annually
Senior level
Software • Financial Services
The Role
The role involves managing OCIO client relations, expanding client relationships, and collaborating with sales teams and consultants to drive growth in institutional investment services.
Summary Generated by Built In
Business Unit:North America Institutional
Salary Range:
$155,000 USD - $185,000 USD

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.


Job Description:

In this role, you will support our OCIO client service and OCIO search consultant functions. As it relates to OCIO client service, you will be responsible for working with existing clients and expanding relationships where opportunity presents, developing relationships alongside our sales teams, and participating in finals and then serving on those relationships. With regards to OCIO search consultant coverage, you will be responsible for developing and deepening relationships with OCIO search consultants in collaboration with the consultant relations team and in the context of the firm’s broader strategy.

Someone with an established reputation and expertise in consulting and/or OCIO, a network in the space, and proven experience working with OCIO search consultants will be preferred. 

Location: Milwaukee or NY

Role Responsibilities: 

  • Active role with institutional clients to develop investment goals and objectives, determine asset allocation strategies, and implement multi-asset investment programs targeting specific outcomes. 

  • Effectively build and strengthen client relationships to retain and expand AUM. 

  • Lead periodic investment reviews, framing investment results in the context of overall market and economic conditions. 

  • Execute a proactive service model for a designated set of clients in collaboration with other members of the client team (e.g., investment analyst, administrative lead, strategist) and teams at Russell Investments (e.g., product/solutions, investment division, etc.). 

  • Serve as a senior member of the client service team, mentoring, developing, and providing oversight to the work of supporting team members and in thinking about the entirety of our U.S. client base. 

  • Partner with the sales team in closing new business with existing and prospective clients. 

  • Develop OCIO search consultant plans for Tier I consultants and proactively engage with assigned firms to support U.S. OCIO client growth. 

  • Partner with the consultant relations team to enable a coordinated and effective OCIO search consultant strategy.  

  • Participate in the development of institutional investment marketing and product development. 

  • Travel as needed to work with clients and consultants (50%). 

  • Proven experience working with OCIO search consultants preferred. 

Qualifications: 

  • Bachelor’s degree required; CFA strongly preferred. 

  • FINRA Series 7 and 63 (will consider ability to obtain within six months).  

  • 10 years of experience with a proven success record of dealing with institutional investors - experience with both retirement plans and various not-for-profits highly preferred. 

  • Commensurate experience covering OCIO search consultants required. 

  • Demonstrated experience providing advice on investment policy, strategic asset allocation, liability driven investing, capital market forecasting and portfolio implementation. 

  • In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy. 

  • Strong relationship management skills. 

  • Ability to work self-directed and be a contributing team member.  

  • Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience. 

  • Strong business judgment and resource management. 

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. 

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. 

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Equal Employment Opportunity 

Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation,  past or present unemployment status , or any other characteristic protected by law. 

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Seattle, WA
1,951 Employees

What We Do

Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.

Similar Jobs

Wells Fargo Logo Wells Fargo

Teller Part time Green Bay Mason

Fintech • Financial Services
Hybrid
Green Bay, WI, USA

Northwestern Mutual Logo Northwestern Mutual

Designer

Fintech • Insurance • Financial Services
Hybrid
Milwaukee, WI, USA
77K-142K Annually

Wipfli Logo Wipfli

Chief Financial Officer

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
De Pere, WI, USA

PwC Logo PwC

Cloud Data & Analytics Senior Manager (Insurance)

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
58 Locations
124K-280K Annually

Similar Companies Hiring

PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account