Client Account Services Sr. Manager (Asset Management)

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home

Base salary: $101,000–$173,000 annually for Maryland, Colorado, Washington, and remote workers. Additional discretionary bonus may apply.

Company

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

What you will do

• Manage the end-to-end service experience for institutional and sub-advised clients.
• Address complex and nonstandard client operational requirements, inquiries, and service issues.
• Analyze operational data and trends to identify risks, issues, and improvement opportunities.
• Lead client operations process enhancements and cross-functional initiatives.
• Coordinate with internal teams, external stakeholders, clients, and service providers.
• Support client onboarding and conduct regular operational due diligence meetings.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 8+ years of relevant professional experience.
• Experience supporting institutional and sub-advised clients is preferred.
• Strong knowledge of asset management and investment products is preferred.
• Excellent communication, relationship-building, analytical, prioritization, and time-management skills.
• FINRA licenses are not required and will not be supported for this role.

Culture & Benefits

• Hybrid work schedule.
• 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 work environment focused on diversity, equity, and inclusion.