Senior Director, Client Relationships

• Jun 2021 - Present

Institutional Client Service Manager, Relationship Management

• Mar 2013 - Jun 2021

As a Client Service Manager, I am the main point of contact for a set of institutional clients totaling $18B in AUM including Sub-advisory, Defined Benefit, Defined Contribution, Endowment and Foundation. I liaise clients and their vendors with internal units during and after onboarding of assets to transition accounts, lead contractual agreements and investment guideline negotiations, resolve complex issues, and communicate relevant sensitive information. As a Client Service Manager, I am the main point of contact for a set of institutional clients totaling $18B in AUM including Sub-advisory, Defined Benefit, Defined Contribution, Endowment and Foundation. I liaise clients and their vendors with internal units during and after onboarding of assets to transition accounts, lead contractual agreements and investment guideline negotiations, resolve complex issues, and communicate relevant sensitive information.

Client Service Supervisor

• Jun 2010 - Mar 2013

As a Client Service Supervisor, I managed a team of eight Associates responsible for servicing Investment Managers with $15B in AUM. Strategies ranged from North American equities and fixed income, Emerging Markets equities, and Derivative Instruments. I served as the escalation point person, with the aim of providing single-contact problem resolution.

Senior Client Service Associate

• Sep 2007 - Jun 2010

Portfolio Specialist

• Sep 2007 - Feb 2008