Investment Relationship Manager Jobs (NOW HIRING)

Recognized ten times as a Chicago's Best and Brightest Companies to Work For and nine times as a National Best and Brightest Companies to Work For. Wespath is seeking a talented individual to join our award-winning organization as our Investment and Business Development Relationship Manager.

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

This role serves as the primary relationship owner for adefined portfolio of institutional clients and prospects, with accountabilityfor client satisfaction, retention, and asset growth. The position isresponsible for deepening existing client relationships, identifyingopportunities to expand services and assets under management, and supportingnew business development efforts aligned with Wespath's OCIO offering.
The role partners closely with Investment Management, ClientService, Analytics, Compliance, and Marketing to deliver a highquality,fiduciaryfocused client experience throughout the full client lifecycle-fromprospect engagement and onboarding through longterm relationship managementand renewal.
ESSENTIAL DUTIES ANDRESPONSIBILITIES:

(The following are intended todescribe the general content of and requirements for the performance of thisposition. It is not to be construed as an exhaustive statement of duties,responsibilities or requirements.)

• Own and grow a defined book of institutional clients and prospects, serving as the primary relationship manager while actively prospecting, qualifying, and advancing new opportunities through the full OCIO sales cycle.
• Proactively build and manage a robust sales pipeline, originating new nonprofit prospects and guiding them from initial engagement through due diligence, finalist presentations, and closing.
• Lead salesoriented client and prospect meetings, including investment committees and boards, effectively articulating Wespath's OCIO value proposition, competitive differentiation, and missionaligned investment approach.
• Drive new asset growth and longterm retention by deepening relationships, identifying expansion opportunities, and positioning Wespath to win mandates in a competitive OCIO landscape.
• Lead and coordinate RFPs, proposals, finalist presentations, and onboarding, partnering with internal stakeholders to deliver compelling, accurate, and differentiated responses that convert prospects into clients.
• Demonstrate deep knowledge of the OCIO industry, including key competitors, market trends, and buyer decision drivers, and consistently position Wespath's nonprofit, faithbased, valuesaligned model to win.
• Partner crossfunctionally with investment, marketing, and operations teams to align sales strategy, messaging, reporting, and service delivery across the entire client lifecycle.
• Serve as a visible ambassador for Wespath, leveraging conferences, nonprofit networks, faithbased and missiondriven events to generate leads, expand brand awareness, and support longterm growth initiatives.
• Mentor and develop IIS analysts and specialists, reinforcing sales discipline, clientcentric thinking, and an understanding of how their work supports prospect conversion and client growth.

Investment and Business Development Relationship Manager- Compensation and Benefits:

• Medical, dental, vision and well-being benefits from HealthFlex on day one!8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 22 days of PTO + 12 paid holidays
• Hybrid work environment. The office is located in Glenview, IL.
• Free financial planning assistance from EY.
• Paid parental leave.

Tuition reimbursement and other development opportunities
The compensation range for this position is 163,000-195,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant's qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.