Managing Director, Relationship Manager

Firm Overview: Our client is a leading global investment advisory and portfolio management firm serving endowments, foundations, pension plans, family offices, and ultra-high-net-worth investors. The firm partners with clients to design and oversee customized investment programs across public and private markets, offering services that include outsourced CIO, portfolio management, and investment consulting.

Managing Director, Client Solutions - Texas Region

Position Summary:

The Managing Director, Client Solutions will serve as a senior relationship executive responsible for a portfolio of institutional and private clients throughout Texas. This individual will partner closely with investment professionals and cross-functional teams to deliver an exceptional client experience, deepen existing relationships, and support regional business development efforts.

Key Responsibilities:

Relationship Management:

• Act as the senior relationship lead for a portfolio of institutional and private clients.

• Develop and maintain trusted partnerships with key decision-makers and stakeholders.

• Lead ongoing client engagement efforts, including regular reviews, strategic discussions, feedback sessions, and issue resolution.

• Identify evolving client needs and connect them with relevant firm capabilities and solutions.

• Serve as an advocate for clients internally, ensuring responsiveness, alignment, and effective execution across teams.

• Provide strategic guidance to clients by understanding their objectives, constraints, and long-term priorities.

Business Development:

• Develop and execute a growth strategy for the Texas region.
• Identify, cultivate, and advance new business opportunities across relevant investor segments.
• Represent the firm through client meetings, conferences, networking events, and industry engagements.
• Expand the firm's presence and brand recognition within the regional market.
• Support proposal preparation, finalist presentations, and onboarding activities for prospective clients.
• Maintain disciplined tracking of client activity, relationships, and business development efforts.
• Provide leadership with updates on client engagement, retention metrics, pipeline activity, and market developments.

Qualifications:

• Bachelor's degree required; advanced degree and/or professional designation preferred.

• 15-20+ years of experience in institutional relationship management, investment advisory, business development, asset management, or a related field.

• Demonstrated success managing sophisticated investor relationships and contributing to new business growth.

• Experience working with family offices, foundations, endowments, pensions, and other institutional investors.

• Strong understanding of investment management and the ability to engage in complex investment discussions with both clients and internal stakeholders.

• Strong organizational, leadership, and execution capabilities.

• Ability to manage multiple priorities in a fast-paced environment.

• Willingness to travel throughout Texas and periodically across broader markets.