Senior Institutional Client Associate

Job overview

The Senior Institutional Client Associate is a hybrid position based in Wilmington, DE, with four days onsite and one day remote each week. Compensation is not specified. The role supports Great Gray’s Asset Manager & Consultant Relations Team, which works on retirement services and institutional partnerships. The associate turns relationship, business activity, fund-flow, and market information into useful analysis and reporting for relationship managers and leadership. The work supports stronger client engagement, informed business planning, and growth across institutional and asset manager partnerships.

What you'll do

• Develop and maintain client profiles
• prepare recurring reports, dashboards, commentary, and quarterly business review materials
• support client calls and communications
• collaborate with sales, operations, legal, compliance, finance, implementation, technology, and operations teams
• track pipeline activity and relationship priorities
• contribute to process improvements
• maintain internal team-call agendas.

What we're looking for

Skills & competencies

senior institutional client associate

hybrid

wilmington de

great gray

client relations

institutional asset management

retirement services

salesforce crm

business analytics

quarterly business reviews

reporting

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• employer-paid life and disability insurance
• annual well-being stipend
• 401(k) plan with employer contribution model.

Why this role

Hybrid schedule with four onsite days and one remote day weekly. Visa sponsorship or transfer is unavailable.

About the employer

Great Gray is hiring for this role. Industry: Trusts, Estates, and Agency Accounts. Sector: 52.