Senior Client Relationship Manager

Areas of Interest:

Investment Management


Chicago, Illinois

Date Posted:


Job ID:


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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide.

About the Team:

As part of an established, formal institutional client services division for Investment Management, the client services team adheres to the notion that clients come first. It is responsible for communicating portfolio construction, positioning, and outlook to clients. Dedicated professionals in senior client relationship management and portfolio administration positions ensure effective client communication. 

Job Summary & Responsibilities:

Manage strong and extensive relationships with the largest key institutional accounts to ensure account retention and promote the cross-sale of additional investment products and services.  Interact with clients regularly to stay on top of needs and concerns and to educate clients on current market trends, research and pertinent data.  Coordinates efforts of all internal members of client team.  Mentors staff on developing client relationships.  Responsibilities may include but are not limited to:
  • Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention.
  • Leverage knowledge of client investment strategy, account performance and market developments, combined with extensive William Blair product knowledge to promote the sale of additional strategies.
  • Implement complex transactions and client requests in an accurate and timely manner.
  • Provide direction and coordinate all sales and support efforts of Client Service Associates and others working on key client relationships to ensure a unified, high quality message and approach to all client interactions.
  • Mentor Client Relationship Managers in how to develop and reinforce relationships with clients and provide Investment Client Review support of smaller client relationships.
  • Convey deep investment experience, knowledge of William Blair’s investment products and services, as well as a high degree of professionalism and poise in client review meetings.
  • Provide all necessary support to retain key institutional clients and achieve cross-sell goals for existing client base.  Work with Sales to generate leads and assist in the sales process.


  • Bachelor’s Degree required
  • MBA or other advanced financial degree preferred
  • CFA preferred
  • 7-10 years of institutional experience in consulting, client relationship management or institutional portfolio management required
  • Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 90 days of start date
  • Extensive experience in managing complex investment expectations
  • Broad knowledge of capital markets and economics
  • Ability to provide direction in order to build a strong team environment
  • Extensive experience in making presentations to institutional investors
  • In-depth knowledge of investment strategies
  • Ability to deliver clear, effective communication and take responsibility for understanding others
  • Ability to build and maintain working relationships with others to achieve objectives
  • Dedication to detail and follow-up

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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