Senior Institutional Relationship Manager - Pensions/Endowments & Foundations/Taft-Hartley

Reposted 3 Days Ago
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South Park, CA, USA
In-Office
146K-255K Annually
Senior level
Fintech • Financial Services
The Role
The Senior Relationship Manager will acquire new institutional clients, manage current relationships, and focus on asset owners and their consultants, ensuring investment solutions meet client needs while collaborating within a team.
Summary Generated by Built In
Job Description:

Employer:           DWS Group

Title:                    Senior Institutional Relationship Manager - Pensions/Endowments & Foundations/Taft-Hartley

Location:            Chicago

About DWS:

Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future.

Read more about DWS and who we are here.

Team / Division Overview

DWS is seeking a senior Institutional Salesperson Coverage professional in the Coverage Core Institutional team. You will be part of a global team within the Coverage (over 800 employees) deep U.S. institutional coverage team that includes relationship managers, investment specialists and client service and support groups. Clients and prospects covered include public pension funds, endowments & foundations, Taft-Hartley pensions, and other institutional investors.

The position will be primarily responsible for acquiring new institutional clients as well as additional revenues from existing client base focusing on institutional clients such as pensions, endowments and foundations for the Central region.

We are seeking candidates intensely focused on asset owners and the consultants who advise them, who are self-motivated and have a strong history in, and knowledge of the institutional marketplace, particularly pensions, endowments and foundations. 

Most importantly, candidates should have a proven track record of developing business and maintaining relationships with the institutional client base in Central region of US.  The candidate should have a proven track record of closing business and maintaining relationships with the targeted or similar institutional client base. He/she should be team-oriented, have strong interpersonal and relationship building skills. He/she should have current knowledge of investment products, investor demands and industry regulations.  As important, the candidate must be comfortable with operating in a highly collaborative team environment.

Role Details  

As a/an Senior Institutional Relationship Manager (Pensions/Endowments & Foundations/Taft-Hartley) in Central region Region, you will (be):

  • At least 7 years’ experience in the client coverage portion of the asset management industry such as a large asset manager, consultant and/or intermediary.

  • Excellent communications skills, both verbal and written; credibility and gravitas to operate with senior level with the organization as well as a broad range of external clients.

  • Driven professional, self-motivated, ability to operate independently; strong organizational skills with the ability to manage time efficiently and effectively

  • Flexible approach to travel is mandatory

We are looking for: 

  • Minimum Bachelors Degree or equivalent

  • Experience within the financial sector

  • Relationships with institutional asset owners and their consultants/advisors

  • Asset management industry experience

  • Good academic credentials; CFA and MBA a plus.

License(s) required:

  • Candidate should hold a series 7 and 63;

What we’ll offer you:

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.

The salary range for this position in Chicago is $146,000 to $255,000 . Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. 

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your RightsEmployee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Skills Required

  • 7 years experience in the asset management industry
  • Bachelor's Degree
  • CFA and MBA preferred
  • Relationships with institutional asset owners
  • Licenses Series 7 and 63

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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