Job Description

Institutional Relationship Manager - US #9106

Federated Hermes is seeking an Institutional Relationship Manager- US to join its Global Institutional Client Group. This is a unique opportunity to join a large, global team in a newly established role! The successful candidate will leverage extensive experience in institutional client relations in order to ensure exceptional client satisfaction and develop assigned accounts across all of Federated Hermes’ multi-dimensional asset classes. As the Institutional Relationship Manager for several large, US-based clients, excellent investment and operational acumen, along with a proven ability to collaborate to understand and meet clients’ needs will be the foundation of your success!

Federated Hermes is a leading global asset manager focused on meeting the diverse and evolving needs of today’s investors. With $757 billion in assets under management as of December 31, 2023, our investment solutions span 139 equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, as well as a range of separately managed account strategies. Providing world-class investment management and engagement services to more than 10,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, Federated Hermes’ more than 2,000 employees include those in London, New York and offices worldwide.

RESPONSIBILITIES INCLUDE:

• Serve as primary point of contact for assigned institutional client relationships for the entire Federated Hermes relationship across all public and private investment management services, including EOS stewardship.
• Responsible for successful issue resolution taking into consideration client needs and business constraints.
• Maintain short-term and long-term client development plans.
• Identification of cross-selling opportunities of the entire Federated Hermes product suite and services.
• Maintain Salesforce with client-related contact.
• Monitor and manage the onboarding process, including problem resolution (in combination with other departments), point of escalation, facilitation of contract execution, and client communication.
• Build strong relationships with investment teams and maintain current investment and product knowledge.
• Serve as the liaison between Federated Hermes middle office and investment administration in order to ensure that clients receive the highest standard of operational support.
• Ensure assigned clients receive support for internal and regulatory requirements.

POSITION SPECIFICATIONS:

• High School diploma or equivalent required; Bachelor degree, MBA, CFA and/or CPF preferred.
• Minimum 7 years of experience in a client-facing position required; 10+ years of experience in the investment management industry or with institutional clients preferred.
• Knowledge of financial markets required.
• In-depth knowledge of industry financial products; In-depth knowledge of Federated Hermes’ financial products preferred.
• Knowledge of institutional customers preferred.
• Must possess/immediately obtain FINRA Series 7 and Series 66 licenses.

EXPLANATORY COMMENTS:

• Location: Federated Hermes Tower, Pittsburgh, PA 15222 preferred or MDT Advisors – Boston, MA 02110.
• Will be required to sign an employment agreement.
• Must possess/maintain a valid driver’s license.

Federated Hermes offers a competitive salary and benefits package along with a professional environment.

EOE – Including Disability / Vets

Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.

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