Institutional Client Manager

How you'll spend your time

You will be a key part of our Institutional LDI Client Management team, focusing on our LDI client base and be responsible for partnering with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.

Role Responsibilities

You will own the service experience for existing and new Institutional clients in line with the client’s IMA, SLA and Columbia Threadneedle standards. As a Client Manager we expect you to perform many, or all, of the following responsibilities, typically as the lead Client Manager but also in support of other more experienced team members for our most strategic and/or complex client relationships:

Pre-win

• Establish client service intent and map to the firm’s capabilities.
• Establish & start to manage service expectations with the client.
• Identify and begin to investigate/challenge potential service complexities.

Implementation and change

• Engage internal teams as required and own event from client perspective.
• Ensure clear understanding of client service intent internally as this evolves.
• Agree and document service commitments with client & internally.
• Be an escalation point for our India team to support client through necessary documentation/due diligence requirements (AML/KYC etc).
• Verify that service setup and first deliverables match client expectation.

Ongoing client service

• Manage the day-to-day client service relationship (proactive notifications, issue resolution etc.).
• Be accountable to the client for the resolution of service issues/opportunities and changes.
• Navigate the firm for the client for service matters, engaging appropriate expertise.
• Monitor delivery vs service commitments.
• Identify client impact due to regulatory/industry change and commission necessary response internally.
• Identify and drive client specific & thematic service improvements.
• Conduct periodic service reviews with the client and consult with them to achieve a better service experience.

In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:

• Working with the team to identify and migrate activities to the relevant centre of expertise.
• Be a contributor to identifying and driving opportunities for consistency of engagement/service delivery across regions.
• Identifying and driving process efficiencies, simplifying/enhanced controls and designing/providing MI to help us manage our team and client experience more effectively.
• Building internal partnerships across our firm to drive better outcomes for our clients and our partners.
• Contributing to the delivery of strategic change across the team.

To be successful in this role you will have

• Institutional Client Management experience, including experience of LDI, Segregated and Institutional Pooled mandates.
• Investment management experience including solid understanding of fund management, financial instruments, administration processes, performance analysis and reporting.
• Must be a structured individual.
• Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
• Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
• Good self-organisational and time management skills; ability to work under pressure to short deadlines.
• Drive and enthusiasm demonstrated through strive to achieve a first-class service management function.
• Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process.

It would be great if you also had

• Investment Management Certificate (or equivalent) preferred.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full timePermanentSales