Client Account Management Director
Oliver James · oliverjames.com
BaltimoreHybridDirector
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The job in short
Client account management director.
InsuranceComplianceLegal
Details
- Found
- 9 d ago · posted 2026-10-29
- Location
- Baltimore, US
Full description
Client Account Management Director (Institutional / Subadvisory) | Global Asset Manager | Baltimore, MD
Hybrid (4 days onsite)
A leading global asset manager is hiring a senior Client Account Management Director to own the operational relationship with its most complex professional clients across North America.
You'll be the single point of contact for everything operational once a client is on board: onboarding new accounts, managing changes, and making sure day-to-day servicing runs smoothly. Clients include institutions, insurance companies, consultants, platforms and intermediaries, with a focus on separate accounts and subadvised mandates.
This is a senior individual contributor role. You'll work hand in hand with the relationship management team, be the client's voice across operations, investment operations and legal & compliance, and act as the go-to expert and escalation point for the toughest accounts. You'll also help shape how the team works, driving process improvements and mentoring colleagues.
What you'll do
Lead onboarding, change and ongoing servicing for complex institutional and subadvised clients
Diagnose and resolve complex service issues, spotting trends before they become problems
Build service plans and scorecards alongside relationship managers
Work with custodians, consultants, platforms and administrators to keep everything running
Push for process and control improvements across the client lifecycle
Report on service health and client outcomes to senior leadership
What you'll bring
10+ years in asset management or investment management client service, onboarding or account management
Hands-on experience servicing separate accounts and/or subadvised relationships
Strong understanding of how institutional, insurance and intermediary clients operate
The confidence to influence internally and push back diplomatically when needed
Excellent organisation and attention to detail
Some relocation support may be available for the right candidate.
For a confidential conversation, contact Alex Westacott at [email protected] or apply directly.
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