Business Unit:

North America Institutional

Salary Range:

$155,000 USD - $185,000 USD

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.

Job Description:

In this role, you will support our OCIO client service and OCIO search consultant functions. As it relates to OCIO client service, you will be responsible for working with existing clients and expanding relationships where opportunity presents, developing relationships alongside our sales teams, and participating in finals and then serving on those relationships. With regards to OCIO search consultant coverage, you will be responsible for developing and deepening relationships with OCIO search consultants in collaboration with the consultant relations team and in the context of the firm’s broader strategy.

Someone with an established reputation and expertise in consulting and/or OCIO, a network in the space, and proven experience working with OCIO search consultants will be preferred. 

Hiring Timeline: We will be reviewing applicants at the end of August and plan to begin interviews in early fall.

Location: Milwaukee or NY

Role Responsibilities: 

• Active role with institutional clients to develop investment goals and objectives, determine asset allocation strategies, and implement multi-asset investment programs targeting specific outcomes. 

• Effectively build and strengthen client relationships to retain and expand AUM. 

• Lead periodic investment reviews, framing investment results in the context of overall market and economic conditions. 

• Execute a proactive service model for a designated set of clients in collaboration with other members of the client team (e.g., investment analyst, administrative lead, strategist) and teams at Russell Investments (e.g., product/solutions, investment division, etc.). 

• Serve as a senior member of the client service team, mentoring, developing, and providing oversight to the work of supporting team members and in thinking about the entirety of our U.S. client base. 

• Partner with the sales team in closing new business with existing and prospective clients. 

• Develop OCIO search consultant plans for Tier I consultants and proactively engage with assigned firms to support U.S. OCIO client growth. 

• Partner with the consultant relations team to enable a coordinated and effective OCIO search consultant strategy.  

• Participate in the development of institutional investment marketing and product development. 

• Travel as needed to work with clients and consultants (50%). 

• Proven experience working with OCIO search consultants preferred. 

Qualifications: 

• Bachelor’s degree required; CFA strongly preferred. 

• FINRA Series 7 and 63 (will consider ability to obtain within six months).  

• 10 years of experience with a proven success record of dealing with institutional investors - experience with both retirement plans and various not-for-profits highly preferred. 

• Commensurate experience covering OCIO search consultants required. 

• Demonstrated experience providing advice on investment policy, strategic asset allocation, liability driven investing, capital market forecasting and portfolio implementation. 

• In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy. 

• Strong relationship management skills. 

• Ability to work self-directed and be a contributing team member.  

• Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience. 

• Strong business judgment and resource management. 

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. 

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. 

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Equal Employment Opportunity 

Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation,  past or present unemployment status , or any other characteristic protected by law.