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About the Role

Lead significant, complex, and/or strategically important client relationships, delivering senior-level advice, strengthening client trust, and driving commercial outcomes. Deliver strategic advice through asset allocation studies, guiding implementation, and promoting investment products, strategies, and solutions. Collaborate with other client-facing team members and act as a senior member of the Institutional team to create an exceptional client experience.

Responsibilities

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.
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.

Requirements

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.
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.
Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Skills

Asset allocation
Investment products
Investment strategies
Portfolio management
Liability-driven investing
Multi-asset investment solutions
Relationship management
Communication
Presentation
Consensus-building
Team leadership
Project management
Commercial orientation

Experience Level

Senior-level

Education Level

Bachelor's degree
CFA preferred
FINRA Series 7
FINRA Series 63

Salary/Compensations

$200,000 USD - $220,000 USD

Benefits

Healthcare
Retirement programs
Vacation
Wellbeing programs
Sales incentives based on activity, revenue, cashflow generation, or other performance criteria

About the Company

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.

Equal 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.