Client Relationship Manager - United States
Client Relationship Manager - United States
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Job Description
Client Relationship Manager - Portfolio Analytics Remote (U.S.)
Captura Search has been engageed by a fast-growing analytics-led investment-technology firm to find their next Client Relationship Manager Portfolio Analytics. If youre an investment-consulting specialist who lives and breathes platforms such as Confluence (Investment Metrics) PARis MSCI InvestorForce or similar we need to talk.
Why our client needs you
Theyre scaling a best-in-class performance & risk SaaS used by Investment Consultanciesnationwide.
They want a trusted advisor who can translate complex Portfolio Analyticsinto powerful client narratives and spot upsell/expansion opportunities.
The role is 100 % remote within U.S. time zones and reports directly to the Head of Client Success.
What youll do
Own strategic relationships (circa 40 worth north of $10m): Liaising with client stakeholders at management level - at major tier one firms!
Bridge product & market: funnel client feedback to product engineering and sales.
Grow accounts: expand adoption and drive retention through consultative partnership.
Youll likely come from
Investment consulting giants (Mercer Aon Investments Willis Towers Watson Callan NEPC Meketa RVK) where you will have used tools like PARis / InvestmentMetricsor InvestorForce
Analytics & fintech vendors (Confluence PARis MSCI InvestorForce FactSet eVestment Style Analytics).
5 years delivering investment consultancy financial advisory or OCIO advisory to U.S. Investment Consultancies
Must-have toolkit
Mastery of PARis / InvestorForce (or comparable portfolio-analytics suites).
Fluency in portfolio analytics and multi-asset reporting.
Proven track record of consultative client-partner growth in the institutional space.
Interestedor know someone whod shine
Message us directly or submit you rsum to be considered for a confidential conversation. Referrals welcome!
#CapturaSearch #ExecutiveSearch #InvestmentConsulting #PortfolioAnalytics #PerformanceAttribution #FinTechCareers #RemoteJobs #PARis #InvestorForce #MSCI #Mercer #Aon #WTW #OCIO #PensionFunds #AssetOwners #Hiring
Required Experience:
Manager
Employment Type
Full-Time
