Account Manager (Level 2)

Overview

In this role you will manage and grow RLAM’s institutional strategic partnerships, acting as a trusted adviser to deliver exceptional client service and tailored investment solutions. You will lead retention activities, explore cross-selling, and support new mandates, working with cross-functional teams to ensure smooth transitions. You’ll represent RLAM at senior meetings and provide market insights to shape products and services. You thrive on building enduring client relationships and driving long-term business growth.

Pay / Benefits

• 28 days annual leave plus bank holidays
• up to 14% employer pension matching
• private medical insurance

Responsibilities

• Manage and develop relationships with RLAM’s institutional Strategic Partnership clients, providing trusted advisory and high-quality service delivery
• Create and execute tailored relationship plans with regular client engagement to anticipate needs and deliver investment solutions
• Lead client retention efforts and identify cross-selling, upselling, and new mandate opportunities in collaboration with Product and Investment teams
• Represent RLAM at trustee, committee and portfolio review meetings to build senior stakeholder relationships
• Oversee onboarding of new mandates and manage mandate changes with cross-functional coordination and timely delivery
• Act as the voice of the client internally, sharing market insights to influence RLAM’s products and client proposition
• Collaborate with Front Office, Operations, Compliance, Legal and other teams to ensure a seamless, compliant client experience and accurate record keeping
• Provide strategic change and transition coordination for complex client projects
• Support new product launches through seed capital negotiations and related client engagement

Key requirements

• University degree or equivalent
• IMC (or equivalent) qualified
• Strong investment management and product knowledge
• Proven relationship management experience in investment management
• Experience and knowledge of the UK institutional marketplace (pensions, multi-managers, fixed income) and dealing with investment consultants

• Outstanding relationship-building skills
• Commercial awareness
• Ability to work independently and take ownership of a client portfolio
• Investment management knowledge
• Product knowledge
• Regulatory compliance awareness

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