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 lead significant, complex, and/or strategically important client relationships, with responsibility for delivering senior-level advice, strengthening client trust, and driving commercial outcomes. You will deliver strategic advice through asset allocation studies, guiding implementation, and promoting investment products, strategies, and solutions.
You will collaborate with other client-facing team members and act as a senior member of the Institutional team to create an exceptional client experience. You will utilize deep understanding of U.S. institutional retirement and non-profit markets, along with deep knowledge of portfolio management, liability-driven investing, alternatives, and multi-asset investment solutions to develop and deliver strategic advice to institutional investors.
Key Responsibilities
Business Development
Play a lead role with institutional clients to develop investment goals and objectives, determine asset allocation strategies, and implement multi-asset investment programs targeting specific outcomes.
Retain and grow revenue across assigned client relationships, expand wallet share, and partner effectively with sales on opportunities with existing and prospective clients.
Communicate firm investment views clearly and credibly, tailoring advice to each client’s objectives, governance structure, stakeholder needs, and level of investment sophistication.
Partner with the sales team in closing new business with existing and prospective clients
Relationship Management & Communication
Serve as the primary CCIO for significant, complex, and/or strategically important client relationships, including relationships with meaningful revenue, sophisticated governance structures, and senior client decision-makers.
Lead high-stakes client interactions with executive presence and sound judgment, including board, investment committee, C-suite, and other senior stakeholder meetings.
Lead cross-functional coordination across internal stakeholders including investment analysts, administrative leads, strategists, sales, product/solutions, Investment Division, and other internal partners to deliver integrated advice, resolve complex client issues, and ensure a consistent, high-quality client experience.
Contribute to broader Client CCIO platform effectiveness by mentoring others, sharing best practices, strengthening client delivery standards, and supporting functional or department priorities.
Qualifications
Bachelor’s degree required; CFA strongly preferred.
FINRA Series 7 and 63 required or ability to obtain within 90 days.
Significant experience working with institutional investors, with demonstrated success managing and growing institutional client relationships. Experience with retirement plans and not-for-profit clients preferred.
Demonstrated experience with sophisticated institutional clients, boards, and investment committees providing advice on investment policy, strategic asset allocation, liability-driven investing, capital market forecasting, portfolio implementation, and alternatives.
In-depth investment industry knowledge, including capital market theory, alternatives, and investment strategies that relate to the implementation of the Russell Investments 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.
Proven commercial orientation, including demonstrated success retaining revenue, growing revenue, and identifying opportunities to deepen client relationships.
Demonstrated ability to collaborate cross-functionally, influence without direct authority, mentor others, and contribute beyond individual client relationships.
Travel as needed to work with clients.
Employment Authorization
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.
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 OpportunityRussell 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.
Skills Required
- Bachelor's degree
- CFA charter or certification
- FINRA Series 7 license, or ability to obtain within 90 days
- FINRA Series 63 license, or ability to obtain within 90 days
- Significant experience working with institutional investors
- Demonstrated success managing and growing institutional client relationships
- Experience with retirement plans and not-for-profit clients
- Experience advising sophisticated institutional clients, boards, and investment committees
- Experience with investment policy, strategic asset allocation, liability-driven investing, capital market forecasting, portfolio implementation, and alternatives
- In-depth investment industry knowledge, including capital market theory, alternatives, and investment strategies
- Strong relationship management skills
- Outstanding communication, presentation, and consensus-building skills
- Proven team leadership and project management experience
- Proven commercial orientation, including revenue retention, revenue growth, and relationship expansion
- Ability to collaborate cross-functionally, influence without direct authority, mentor others, and work independently
- Ability to travel as needed to work with clients
- Legal authorization to work in the United States without employer sponsorship
Russell Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Russell Investments and has not been reviewed or approved by Russell Investments.
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Leave & Time Off Breadth — Time off starts at 20 days of vacation in year one (rising to 25 after four years) plus 10 paid holidays and nine sick days, which provides substantial leave coverage. Backup childcare and other leave supports add practical flexibility for life events.
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Retirement Support — A 401(k) company match up to 5% of eligible base salary, alongside access to select Russell Investments funds, offers a meaningful foundation for long‑term savings. This structure provides clear, predictable retirement support.
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Wellbeing & Lifestyle Benefits — Comprehensive medical coverage, employer HSA contributions, a Lifestyle Spending Account, and Modern Health access (10 counseling and 10 coaching sessions per year) strengthen overall wellbeing. These elements enhance total‑compensation value beyond base pay.
Russell Investments Insights
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.
