About the Team At Loomis Sayles, we place a high priority on providing exceptional client service. Our dedicated team of 25 Relationship Management professionals supports clients globally across business channels. Relationship Management plays a critical role in the firm’s client retention and growth strategy by delivering a high-touch, high-impact level of service that prioritizes timely, proactive, and transparent communication. The Relationship Management team works closely with clients, consultants, and colleagues to ensure that client needs are met with a deep understanding of client objectives and the firm’s investment capabilities and resources. About the Role In this role, the relationship manager (RM) serves as the primary client conduit for portfolio and investment information and is the client advocate in the investment process. The role requires a balance of collaborative engagement with internal teams and a strong client-centric mindset. Success in the role relies on consistent service excellence, building trust and identifying opportunities to deepen client relationships. Job Responsibilities Establishes oneself as the primary point of contact for assigned clients and develops an in-depth understanding of investment strategies that encompass client accounts Seeks to become a Trusted Advisor by delivering exceptional client service Provides clients and related consultants and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of clients’ mandates, working closely with product management, and Institutional Services teammates to retain and grow assets/revenue Develops broad understanding of client context, including client staff, all asset pools, consultants and other influencer relationships Understands and represents the broad range of Loomis strategies to clients and their consultants and other key influencers Plays a key role, along with Sales, in identifying client challenges that Loomis can solve, ideally by introducing new strategies/solutions, based on understanding of client context, that lead to broad, multi-mandate relationships Collaborates with Sales, Consultant Relations, Product Management and Portfolio Management to rebid and/or establish new relationships with existing clients Works collaboratively with Consultant Relations, maintains and nurtures relationships with consulting firms (Field Consultants in particular) for the benefit of Loomis and its clients Significant travel required: approximately 50 percent Qualifications & Education Requirements Bachelor’s degree, with MBA and/or CFA a plus FINRA licenses (Series 3, 63 and 7) Considerable (10+ years) experience with an investment management or consulting firm Strong knowledge of capital markets, including non-U.S. markets Experience working across multiple institutional channels including public funds, corporate, endowments, and foundations. Demonstrated ability to maintain product knowledge across a broad suite of investment strategies including equity, fixed income and multi-asset Demonstrated ability to proactively identify opportunities with clients and expand multi-product relationships Strong organizational skill attention to detail Effective verbal and written communication skills (a writing sample may be required) Excellent time management skills Ability to work independently and collaborate within Loomis Sayles
Read Full Description