Team Overview
Arrowstreet’s Client Relationship Management team is responsible for delivering an exceptional client experience to the firm’s global client base. Arrowstreet has been steadily growing and our global client base has expanded significantly over the last several years.
Job Overview
The Client Relationship Manager role on the Global Client Services team is responsible for servicing and managing all aspects of the relationship for a subset of our firm’s commingled fund and separate account clients. The role requires the development and maintenance of strong relationships with a number of internal business constituents across the firm in order to meet client needs, including day-to-day inquiries, client communications, reporting, and investment reviews. The candidate should be detail oriented and have the ability to prioritize and balance multiple client projects and requests simultaneously. There is a significant focus on delivering on our commitment to be a sustained fiduciary partner.
This Boston-based position will report to the Head of Global Client Services.
Responsibilities
Act as the primary point of contact for a select group of institutional clients.
Become a trusted resource to clients on any topic related to the firm and their mandate(s).
Promote and maintain a high standard of client service, advocating for both the firm and assigned clients as necessary.
Build relationships with field consultants for those client relationships that rely more heavily on guidance and input from investment consultants.
Develop and utilize detailed knowledge of the firm and our functional groups in order to enhance client relationships. Work cross-functionally with internal personnel to develop suitable and complete solutions.
Use experience and intuition to know when and how to mobilize the firm’s resources for clients, how to manage expectations (internally and externally) and how best to communicate nuanced business issues in an appropriate and effective manner.
Participate in the development and implementation of Arrowstreet’s policies and business practices.
Manage the onboarding process for new client relationships in conjunction with the Client Operations team.
Travel periodically, primarily within North America, to meet with clients at their offices.
Qualifications
An MBA or other graduate degree in finance is a plus
CFA or interest in earning the Charter is preferred
Active series 3 license or willingness to work toward one upon joining
3 - 10 years of working with institutional clients
Excellent communication (written and oral) and interpersonal skills
Attention to detail, working on multiple tasks, problem solving, and an analytical approach to work
Familiarity with quantitative equity investing would be viewed positively
Entrepreneurial enthusiasm, optimism
Willingness to travel
We maintain a friendly, team-oriented environment and place a high value on professionalism, attitude and initiative.
