HHiring Reality
← Great Gray Group

Institutional Relationship Manager

Great Gray Group
Location
Boston, MA
Posted
23 days ago
Department
Relationship Management
Salary
$150,000-$200,000
What they actually want (must-haves)
  • Bachelor's degree
  • 7+ years of experience in institutional account management within financial services, asset management, or the retirement industry
  • Demonstrated track record of managing and growing complex, high-value client relationships
  • Deep familiarity with defined contribution retirement plans and institutional investment vehicles
  • Experience managing relationships with institutional consultants and asset managers
  • Strong consultative approach
Nice to have
  • Advanced degree (MBA) or professional designation (CIMA, CFA, CAIA) preferred
  • Experience with national accounts and/or aggregators
  • Understanding of the consultant, plan sponsor and recordkeeper landscape
What the job really is

The Institutional Relationship Manager at Great Gray Group will manage and grow a portfolio of high-value institutional relationships, primarily with institutional consultants and asset managers. This role involves developing account plans, conducting strategic business reviews, and ensuring seamless service delivery by collaborating with various internal teams. The position requires regular communication with senior stakeholders and a focus on expanding product utilization and driving growth.

Benefits
  • Competitive compensation package
  • Group medical, dental and vision insurance
  • Employer-paid life and disability insurance
  • Annual well-being stipend
  • 401(k) plan with advantageous employer contribution model
Things to weigh
  • No salary listed in the posting, but a base pay range is provided
  • The role requires a significant amount of collaboration with various internal teams, which may indicate a complex work environment
  • The position involves managing high-value relationships, suggesting high expectations for performance and results
Job score4/5
Benefits3/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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