Ameriprise Financial · Amsterdam
Other
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Where you’ll fit in & what our team goals are…How you'll spend your time...
You will own the ongoing relationship and experience for existing and new Institutional and Fiduciary clients in line with our contractual agreements and Columbia Threadneedle standards. As a Senior Client Manager we expect you to be able to perform all of the following responsibilities, primarily for our most strategic and/or complex clients:
Pre-win
Be able to lead client engagements during pre-win phase in partnership with Sales.
Support Sales lead in commercial discussions with client and internally.
Own response to service elements of Requests For Proposals (RFPs), pitches & initial due diligence events.
Establish client service intent and map to the firm’s capabilities.
Discuss & start to manage service expectations with the client.
Identify and begin to investigate/challenge potential service complexities.
Take the lead to identify and drive solutions to service needs.
Onboarding, implementation and change
Manage client engagement throughout event on behalf of the firm, ensuring Sales lead is kept informed as appropriate.
Drive negotiation of client contractual documentation in partnership with the Sales lead and our contracting experts.
Engage internal teams as required and own event from client perspective.
Ensure clear understanding of client service intent internally as this evolves.
Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally.
Agree and document proposition with client & internally.
Provide / set up provision of required (e.g. regulatory) information to client.
Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor, etc).
Verify that service setup and first deliverables match client expectation.
Ongoing client experience
Be able to own and lead the ongoing client relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience. For some clients you will be the lead relationship manager, whereas for others you will share this responsibility with Sales.
Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
Be accountable to the client for the resolution of investment- and service-related issues/opportunities and changes, leading and coordinating with responsible internal teams to ensure accurate and timely delivery.
Co-ordinate and own prep, meetings and follow-up for ongoing events such as due diligence and investment review meetings.
Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics), using influencing skills to accelerate the right client and firm outcome.
Proactively monitor delivery vs proposition, including sign-off where required for service deliverables, and achieve an accelerated positive outcome to areas of inefficiency/performance challenges.
Proactively identify client impact due to regulatory/industry change and commission necessary response internally and with clients.
Proactively identify and drive client specific & thematic improvements to their experience.
Conduct periodic service reviews with the client and consult with them to achieve a better client experience.
In addition, we expect you to play an active role in driving and supporting the strategic goals of the Client Management function, such as:
Working with Client Management leadership to identify and migrate activities to the relevant centre of expertise.
Identifying and driving opportunities for consistency of engagement and delivery across regions.
Identifying and driving process efficiencies, simplifying/enhancing controls and designing/providing management information to help us manage our team and client experience more effectively.
Building internal partnerships across our firm to drive better outcomes for our clients and our partners.
Contributing strongly to the design and delivery of strategic change across the team.
To be successful in this role you will have...
Fluent Dutch language
Significant and relevant Institutional client relationship management experience, including experience of Fiduciary, LDI, Segregated and Institutional Pooled mandates.
Strong investment management experience including thorough understanding of fund management, financial instruments, administration processes, performance analysis and reporting.
Must be a structured individual with a proven track record of strong workflow management and project management skills.
Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
Good self-organisational and time management skills; ability to work under pressure to short deadlines.
Drive and enthusiasm demonstrated through proactive outcomes to achieve a first-class client management function.
Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process.
If you also had this, it would be great...
Investment Management Certificate (or equivalent) and/or CFA preferred.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is €84,000 – €116,000 per year. Final compensation will be determined based on job-related knowledge, skills, experience, and location. This role may also be eligible for performance-based variable pay and benefits.
Full-Time/Part-Time
Worker Sub Type
Job Family Group
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.