Account Manager Consultant Relations OCIO

Department

Robecos Global Consultant Relations Team is responsible for building and maintain strong relationships with investment consultants who advise Robecos clients ensuring the firms strategies capabilities and performance are accurately understood and appropriately positioned. The team acts as a central point of coordination between Global Consultants and internal stakeholders.

Position & Requirements

The role holder will support the servicing coordination and development of relationships with global Outsourced Chief Investment Officer (OCIO) clients and their associated consultant partners. Working closely with the Global Consultant Relations Team the role is responsible for ensuring highquality account management operational coordination and client support across a portfolio of global OCIO relationships. This role plays a key part in delivering a consistent professional client experience and supporting the firms global consultant and OCIO engagement strategy.

Key Responsibilities

• Act as a primary point of contact for daytoday servicing needs across assigned Global OCIO accounts in partnership with senior relationship managers.
• Coordinate responses to OCIO and consultant requests including data reporting due diligence questionnaires presentations and meeting materials.
• Support the preparation and delivery of client and consultant meetings reviews and updates including agenda management materials coordination and followup actions.
• Maintain accurate and uptodate account information interaction records and pipeline activity within CRM and internal systems.
• Liaise with internal stakeholders (investment teams client reporting operations legal and compliance) to ensure timely and accurate delivery of client requirements.
• Assist with monitoring OCIO and consultant trends mandates and governance developments relevant to global accounts.
• Support senior team members with account planning relationship mapping and strategic initiatives across the Global OCIO channel.
• Ensure all activities are conducted in line with internal policies regulatory requirements and compliance standards.

Skills and Characteristics

• Strong organisational skills with the ability to manage multiple priorities in a global deadlinedriven environment.
• Excellent written and verbal communication skills with a professional and clientfocused approach.
• High attention to detail and a strong commitment to quality and accuracy.
• Collaborative mindset with the ability to work effectively across regions cultures and functions.
• Proactive reliable and solutionsoriented with sound judgement and discretion.
• Strong analytical capability and confidence working with investmentrelated data and materials.

Experience and Qualifications

• 36 years experience in asset management institutional client servicing consultant relations OCIO or a related financial services role.
• Familiarity with institutional investment products and solutions and an understanding of the OCIO and investment consultant landscape.
• Experience supporting global or crossborder client relationships is strongly preferred.
• Bachelors degree in finance economics business or a related discipline; professional qualifications (e.g. CFA or progress toward CFA) are advantageous.
• Proficiency in Microsoft Office and CRM systems; experience working in a global operating model is a plus.

Robeco Recruiting Team