Senior Institutional Client Relationship Manager, Central & Western US

Position Senior Institutional Client Relationship Manager – Central and Western US States (Full Time) Job Number

338779BR

Responsibilities 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 Location Chicago, New York, San Francisco Qualifications 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 Salary United States – California – San Francisco: min USD 230,000 – max USD 275,000 United States – Illinois – Chicago: min USD 230,000 – max USD 275,000 United States – New York – New York: min USD 230,000 – max USD 275,000 per annum Benefits Competitive benefits and variable compensation may be offered. EEO Statement 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. #J-18808-Ljbffr UBS