Asset Management

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Senior Institutional Client Relationship Manager, Central & Western US

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United States - California, United States - Illinois, United States - New York

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Client advisory / Relationship management

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Asset Management

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Job Reference #

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338779BR

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City

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Chicago, New York, San Francisco

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Job Type

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Full Time

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Your role

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Are you ready to expand our institutional footprint across the Central and Western US States? Do you bring an established network and the ability to turn relationships into funded mandates? Can you represent us with credibility in front of CIOs, boards, and investment committees?

We're looking for a Senior Institutional Client Relationship Manager, Central And Western US States to:

• originate new institutional relationships by engaging pensions, endowments, foundations, insurers and similar allocators, delivering sustained net new asset growth
• drive mandate wins by managing opportunities from first meeting through funding with discipline and focus
• promote our strategies by articulating our investment approach in client meetings, finalist presentations and due diligence sessions
• deepen senior relationships and lead strategic engagements with CIOs, boards, and investment teams
• build a forward pipeline by identifying, qualifying, and advancing high-quality opportunities
• represent us in the market by participating in targeted conferences and relationship-driven forums
• collaborate across teams by working with portfolio managers and specialists to deliver coordinated solutions
• maintain visibility by tracking activity, pipeline, and momentum through consistent CRM usage

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Your team

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You'll join our Institutional Client Coverage team within UBS Asset Management in our New York, Chicago or San Francisco office. We focus on building meaningful, long-term partnerships with some of the most sophisticated investors in the market. We're a dedicated team highly focused on growing the institutional client base with an open corporate culture that values individual contribution and encourages proactive input and feedback. As a client relationship manager, you'll contribute towards delivering a consistent client experience, while providing a seamless integration of solutions.

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Your expertise

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• ideally 10+ years' experience in institutional investment distribution, business development, or senior client relationship management
• proven track record of originating and funding institutional mandates with measurable asset growth
• established relationships with institutional investors across the Central and Western US States
• strong knowledge of asset management products and ability to discuss portfolio construction, performance, and risk
• familiarity with engaging decision-makers such as CIOs, boards, and investment committees
• strong communication, collaboration, and relationship-building skills with a structured and proactive approach
• willingness to travel across the territory
• appropriate licensing required (series 3, 7)
• CFA, CAIA, MBA or equivalent credentials preferred

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About us

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UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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Salary information

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The indicative gross base salary range as a full-time equivalent role:

• United States - California - San Francisco min USD 230000 - max USD 275000
• United States - Illinois - Chicago min USD 230000 - max USD 275000
• United States - New York - New York min USD 230000 - max USD 275000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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Join us

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At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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Disclaimer / Policy statements

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UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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n Senior Institutional Client Relationship Manager, Central & Western US | UBS - Experienced professionals - job boardsn

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