Lead Client Relationship Manager (College Savings)

Location: Owings Mills, Maryland, United States. Hybrid work is available, with up to one day per week from home. Travel required for 3–5 business trips per year.

Base salary: $99,000–$178,000 per year, depending on location, experience, and skills.

Company

Global asset management organization providing equity, fixed income, multi-asset, retirement, and other investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Oversee a large, highly complex 529 client relationship valued at more than $10 billion.
• Drive client satisfaction, retention, issue resolution, contract and operational compliance, and risk mitigation.
• Manage complex client projects, develop and track relationship metrics, and execute client service strategies.
• Coordinate recurring client meetings covering business strategy, marketing, distribution, and investment topics, including agendas, logistics, and outcomes.
• Collaborate with Investments, Global Product, Marketing, and Fund Operations on critical deliverables.
• Identify growth opportunities, advise clients on best practices and regulatory changes, and coach other team members.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 8+ years of relevant work experience.
• FINRA Series 7 and Series 63 licenses are required; licensing support is provided.
• Strong verbal and written communication skills with executive presence.
• Ability to manage multiple priorities, collaborate effectively, and apply sound analytical skills.

Culture & Benefits

• Hybrid work schedule with flexibility for one home-working day per week.
• Competitive compensation and annual bonus eligibility.
• Retirement plan and health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on equal opportunity and diverse perspectives.