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About the Role

The Relationship Manager will be responsible for all aspects of institutional client management for a book of approximately 30 strategic relationships, including public pension funds, endowments, foundations, corporate DB/DC and other structures. The role’s critical functions include asset retention, cross-selling and maintaining a highly rated overall client experience with Cohen & Steers. This senior role will serve as the primary day-to-day liaison to the investment management, operations, reporting, marketing, legal and other functions that contribute to the client journey.

Responsibilities

Develop annual business review and participate in regular territory sessions
Build strategic and tactical engagement plans for each client to include investment meetings, cross-sells, executive introductions, events and more
Serve as the primary contact and manage all client deliverables
Facilitate portfolio reviews and related meetings
Work closely with the Institutional Sales and Consultant Relations teams across territories to optimize Cohen & Steers' brand, presence and clients
Obtain a level of technical proficiency on CNS Strategies and display strong market acumen to engage clients directly, without an investment team member
Directly manage associate(s) and indirectly other teammates assigned to RM on technical aspects, career development, presentation skills, communication skills, client engagement, etc.
Achieve and exceed KPIs such as maintenance and retention rates, activity levels, meetings, investment team engagements, etc.
Develop retention/growth plans that identify key strategic initiatives, issues, actions and opportunities with each client
Maintain all client information and activities in Salesforce (CRM system)
Collaborate and work closely with Channel Marketing, Product, Product Marketing, Legal and other internal resources to effectively deliver the resources of the firm to our institutional clients
Partner closely with the Sales professionals in the respective client territories to identify, introduce, network and develop new business through existing network and relationships

Requirements

Bachelor’s degree from an accredited college
Series 6 or 7 and Series 63 licenses (or obtain by 6-month anniversary)
Executive presence and solid interpersonal skills
Excellent communication and writing skills
Must be a strong individual contributor, and effective in team-oriented structure
Financial services industry experience and strong investment acumen
Must be willing to travel regularly to establish and build relationships (estimated travel 5 days/month, primarily in the eastern US/Canada)
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Agrees to comply with the firm’s hybrid work policy, which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.

Skills

Client management
Asset retention
Cross-selling
Client experience
Investment management
Operations
Reporting
Marketing
Legal
Salesforce (CRM system)
Channel Marketing
Product Marketing
Sales
Technical proficiency on CNS Strategies
Market acumen
Associate management
Career development
Presentation skills
Communication skills
Client engagement
Interpersonal skills
Writing skills
Individual contributor
Team-oriented
Investment acumen

Location

New York City

Work Type

Hybrid

Experience Level

10+ years of related experience in an (institutional relationship management, sales, consultant relations or hybrid role)

Education Level

Bachelor’s degree
MBA or Advanced certifications (CFA, CAIA) preferred

Salary/Compensations

$200,000 - $250,000

About the Company

Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.