ZipRecruiter

Log In

1

Institutional Relationship Manager Jobs (NOW HIRING)

P2P

Institutional Relationship Manager

Manhattan, NY · On-site

What You'll Be Doing Institutional Client Development & Acquisition * Proactively identify and ... Deep Relationship Management & Client Lifecycle * Develop a thorough understanding of each client ...

UMB Financial Corporation

Manage a book of Institutional client relationships aimed at retention and expansion * Continuously focus on improving client satisfaction and engagement with staff and board members * Ensure all ...

New

OKX

Institutional Relationship Management

What You'll Be Doing Institutional Client Development & Acquisition * Proactively identify and ... Deep Relationship Management & Client Lifecycle * Develop a thorough understanding of each client ...

Hancock Whitney Bank

The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...

next page

Showing results 1-20

All JobsInstitutional Relationship JobsInstitutional Relationship Manager Jobs

Institutional Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do institutional relationship manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for institutional relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is an institutional relationship manager?

An Institutional Relationship Manager is a financial professional who manages and nurtures relationships with institutional clients such as corporations, government agencies, pension funds, and non-profit organizations. Their primary responsibilities include understanding clients' financial needs, offering tailored solutions, and ensuring client satisfaction with the financial institution's products and services. They often act as a liaison between the client and various departments within their organization to coordinate services and resolve issues. Strong communication, analytical, and sales skills are essential for this role.

What are the main challenges institutional relationship managers face when managing multiple client accounts?

Institutional Relationship Managers often juggle multiple client accounts, each with unique needs and expectations. The main challenges include balancing competing priorities, maintaining consistent communication, and staying updated on each client's portfolio performance and organizational changes. Effective time management, strong organizational skills, and proactive engagement are essential to ensure all clients feel valued and receive tailored solutions. Building trust and deepening relationships while meeting compliance requirements can also be demanding but is key to long-term success in this role.

What are the key skills and qualifications needed to thrive as an institutional relationship manager, and why are they important?

To thrive as an Institutional Relationship Manager, a solid background in finance, business development, and client relationship management is essential, often supported by a relevant degree and experience in institutional sales or asset management. Familiarity with CRM systems, financial analysis tools, and industry certifications such as CFA or FINRA licenses is commonly required. Exceptional interpersonal skills, negotiation abilities, and strategic thinking help build trust and foster long-term client partnerships. These competencies are crucial for successfully managing complex client portfolios and driving institutional growth in a competitive financial landscape.

What is the difference between Institutional Relationship Manager vs Client Relationship Manager?

AspectInstitutional Relationship ManagerClient Relationship Manager
Required CredentialsBachelor's degree, financial certifications often preferredBachelor's degree, certifications like CRM or financial licenses beneficial
Work EnvironmentFinancial institutions, investment firms, banksBanking, financial services, corporate sectors
Employer & Industry UsagePrimarily in finance and investment sectorsAcross banking, insurance, and financial services
Search & Comparison IntentUnderstanding roles in institutional financeManaging individual or corporate client relationships

The Institutional Relationship Manager focuses on managing relationships with institutional clients like banks and investment firms, often requiring financial certifications. In contrast, the Client Relationship Manager handles individual or corporate clients across various sectors. Both roles involve client engagement but differ in client type and industry focus.

What cities are hiring for Institutional Relationship Manager jobs?

Cities with the most Institutional Relationship Manager job openings:

Who are the top companies hiring for Institutional Relationship Manager jobs?

The top employers for Institutional Relationship Manager jobs are:

What states have the most Institutional Relationship Manager jobs?

States with the most job openings for Institutional Relationship Manager jobs include:

What are popular job titles related to Institutional Relationship Manager jobs?

For Institutional Relationship Manager jobs, the most frequently searched job titles are:

Institutional Relationship Manager jobs near you
Infographic showing various Institutional Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Institutional Relationship Manager

Boston, MA • On-site, Remote

Great Gray
See more jobs at Great Grayexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago

Job description

Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. 

The Role

Great Gray is looking to add an Institutional Relationship Manager on our Relationship Management team. 

This role is responsible for managing and growing a portfolio of high-value institutional relationships within Great Gray's CIT business, serving as the primary point of contact for enterprise-level accounts with a focus on institutional consultants and asset managers. This role partners closely with internal teams across Sales, Implementation, Product, and Operations to deliver a seamless client experience while identifying opportunities to deepen engagement and expand the utilization of Great Gray's CIT offerings.

Location

This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities 

  • Serve as the primary accountable relationship owner for a portfolio of institutional consultant and/or asset management firms engaged with Great Gray's CIT offerings
  • Develop and execute comprehensive account plans for each assigned relationship, identifying opportunities to deepen engagement, expand product utilization, and drive measurable growth within the existing book
  • Conduct regular strategic business reviews with senior client stakeholders to uncover evolving needs, growth opportunities and emerging risks, and to build alignment between Great Gray and client objectives
  • Build and maintain multi-threaded relationships across client organizations, cultivating connections with C-suite executives, investment committees, operations teams, and other key decision-makers
  • Strategic communications with clients, ensuring timely and highly professional  client interactions across touchpoints
  • Serve as the internal advocate for enterprise clients, coordinating closely with Sales, Implementation Solutions, Legal, Compliance, Product, and Operations to ensure seamless service delivery and alignment of strategic priorities
  • Provide leadership for complex strategic initiatives, partnering with internal execution teams and external parties to ensure effective stakeholder alignment, clear ownership structures, and rigorous coordination to achieve successful outcomes
  • Monitor account health, track key relationship metrics, and proactively flag risks or opportunities to leadership
  • Maintain accurate and current records of all client activity, pipeline status, and relationship intelligence within the firm's CRM
  • Stay current on market trends, regulatory developments, and competitive dynamics affecting CITs and the defined contribution plan landscape
  • Other related duties as assigned

Qualifications & Experience

  • Bachelor's degree; advanced degree (MBA) or professional designation (CIMA, CFA, CAIA) preferred
  • 7+ years of experience in institutional account management, and preferably consultant relations, within financial services, asset management, or the retirement industry
  • Demonstrated track record of managing and growing complex, high-value client relationships at a national or institutional level
  • Deep familiarity with defined contribution retirement plans and institutional investment vehicles strongly preferred
  • Experience managing relationships with institutional consultants, asset managers, national accounts and/or aggregators, with a strong understanding and familiarity of networked relationships across these entities
  • Understanding of the consultant, plan sponsor and recordkeeper landscape, including how institutional clients evaluate and select investment vehicles
  • Proven ability to engage and build credibility with senior-level stakeholders across large, complex organizations
  • Strong consultative approach - able to understand client business objectives and translate them into relevant product and service solutions
  • Exceptional communication, presentation, and negotiation skills
  • Highly collaborative, with experience working cross-functionally with Implementation, Legal, Compliance, and Product teams
  • Proficiency with CRM platforms and ability to manage a complex pipeline with discipline and accuracy
  • Willingness to travel nationally as required to support client relationships and attend industry events
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Comfortable navigating ambiguity
  • Entrepreneurial mindset to bring best practice ideas to the team
  • Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration

Base Pay Range*

$150,000-$200,000

*This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate's prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the 'Base Pay Range' noted above.

Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
         Be an integral part of a high-growth organization!
         Competitive compensation package
         Group medical, dental and vision insurance
         Employer-paid life and disability insurance
         Annual well-being stipend
         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement
 
Company Background 
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts ("CITs"), with over $370 billion in CIT assets under management, across more than 1,020 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. 
 
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
 
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
 
Madison Dearborn Partners ("MDP") purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
 
Investor Background 
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.
 
Equal Employment Opportunity Policy
Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
 
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
apply for this job

Apply