Wespath

Investment and Business Development Relationship Manager

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Investments

Date Needed by:
9/1/2026

Primary Duties and Responsibilities: 

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 a
defined portfolio of institutional clients and prospects, with accountability
for client satisfaction, retention, and asset growth. The position is
responsible for deepening existing client relationships, identifying
opportunities to expand services and assets under management, and supporting
new business development efforts aligned with Wespath’s OCIO offering.

The role partners closely with Investment Management, Client
Service, Analytics, Compliance, and Marketing to deliver a high‑quality,
fiduciary‑focused client experience throughout the full client lifecycle—from
prospect engagement and onboarding through long‑term relationship management
and renewal.

ESSENTIAL DUTIES AND
RESPONSIBILITIES:

(The following are intended to
describe the general content of and requirements for the performance of this
position. 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 sales‑oriented client and prospect meetings, including investment committees and boards, effectively articulating Wespath’s OCIO value proposition, competitive differentiation, and mission‑aligned investment approach.
• Drive new asset growth and long‑term 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, faith‑based, values‑aligned model to win.
• Partner cross‑functionally 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, faith‑based and mission‑driven events to generate leads, expand brand awareness, and support long‑term growth initiatives.
• Mentor and develop IIS analysts and specialists, reinforcing sales discipline, client‑centric 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.

Minimum Requirements/Qualifications:

• Bachelor’s degree in
  finance, economics, accounting, business, or a related field, or equivalent
  relevant professional experience.
• Five to ten (5–10)
  years of relevant professional experience in institutional investing, client
  relationship management, business development, or a comparable senior client‑facing
  role.
• Strong technology
  proficiency, including advanced use of Microsoft Office (Outlook, Word, Excel,
  PowerPoint) and demonstrated ability to effectively leverage AI‑enabled tools
  and large language models (e.g., Microsoft Copilot, GPT‑based tools, Claude) to
  enhance research, analysis, communication, and productivity.
• Experience using CRM
  platforms (e.g., Salesforce or similar systems) to manage prospects, track
  pipeline activity, document client interactions, and support disciplined sales
  and relationship management processes.
• Exceptional written,
  verbal, and presentation skills, with the ability to clearly communicate
  complex investment concepts and persuasively present to senior leadership,
  boards, and investment committees.
• Strong relationship‑building,
  consultative selling, and influence skills, including experience managing
  complex, multi‑stakeholder client relationships and guiding prospects and
  clients through evaluation and decision‑making processes.
• Advanced Excel and
  PowerPoint skills, with experience developing analytical materials, sales
  presentations, and client‑facing deliverables for institutional audiences.
• Experience with
  institutional client reporting and portfolio management platforms, such as
  PARIS, Addepar, or similar performance measurement and reporting systems.
• Relevant
  professional experience within an OCIO, investment consulting firm, asset
  manager, or related institutional investment organization, or experience in a
  comparable senior investment, finance, treasury, or client‑facing role within a
  nonprofit or mission‑driven organization.

PREFERRED
QUALIFICATIONS

 
The ideal candidate will have demonstrated experience
working with custodians and institutional portfolio data, including holdings,
transactions, and cash‑flow files, and hands‑on expertise with institutional
reporting and analytics platforms such as PARIS (Investment Metrics), Addepar,
or comparable systems. This individual brings a strong understanding of
institutional client management and sales processes, including prospect
development, onboarding, ongoing relationship management, and retention, and is
comfortable using CRM platforms such as Salesforce to manage pipelines,
document client interactions, and support disciplined relationship management.
Preferred candidates will have prior experience within an OCIO, investment
consulting firm, or asset manager, or relevant experience in a comparable
investment, finance, or client‑facing role within a nonprofit or mission‑driven
organization. Strong presentation, persuasion, and relationship‑building skills
are essential, along with the ability to leverage modern technology—including
AI‑enabled tools—to enhance research, client communication, and productivity.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.