Client Relationship Manager

Torray Investment Partners is seeking an in-office client service professional to help strategize and lead the firm's client service and prospecting efforts. The candidate will join a tight-knit, collaborative team and serve as a vital link between the investment team, operations, wealth advisors, and clients. We are looking for a self-starter who takes initiative, works independently, and brings creative energy to everything they do. This individual will take ownership of client relationships end-to-end — from onboarding through ongoing reporting, periodic updates, and one-off inquiries — ensuring that every client feels informed, comfortable, and confidently supported. Strong interpersonal and communication skills are essential, as this role requires the ability to build genuine connections and instill confidence across a diverse client base. The client service professional will participate in investment team dialogues, developing a deep familiarity with the firm's philosophy and positioning. A key part of the role involves connecting the dots between the firm's investment decisions and the broader market environment, crafting thoughtful narratives that bring our thinking to life for both existing clients and prospects. The individual will have a supporting role in the firm's business development efforts with the potential for expanded responsibilities over time. Specific Responsibilities Include Client Liaison: Serve as the primary point of contact and coordinator between Wealth Advisors, Portfolio Managers, Operations, and clients, managing daily inquiries and transactions in a timely and accurate fashion. Client Reporting & Communications: Deliver customized, regular, and ad hoc reporting and analysis for clients and Wealth Advisors. Presentation & Meeting Support: Prepare, proof, and coordinate presentation materials for existing and prospective clients. Assemble portfolio data, investment insights, and qualitative analysis in preparation for meetings, events, RFPs, and prospect presentations. CRM & Data Management: Maintain accurate client files, account information, and new business pipeline activity within Hubspot, ensuring data integrity across all records. Prospecting & Business Development: Support the firm’s initiatives in identifying prospective client leads which may include industry networking and conference participation. Skills & Experience Required Experience: 5+ years of client service experience within financial services, specifically at an asset management firm, RIA, or institutional investment organization. Character & Work Ethic: Holds the highest ethical standards with a client-first mindset. Driven to outperform through hard work, creative problem solving, and a disciplined approach to taking ownership of their work. Collaboration & Initiative: Thrives in a team environment while equally comfortable working independently and taking full ownership of responsibilities. Licensing: Active FINRA Series 6 or 7 and Series 63/66 preferred, or ability to obtain within 12 months of hire. Technical Proficiency: Hands-on experience with CRM platforms (HubSpot), investment tools (Morningstar Direct, Advent APX or Axys), productivity tools (Adobe Acrobat, Claude Pro), and Microsoft Office Suite, with particular strength in PowerPoint. Torray promotes a flat structure that fosters an environment of strong work ethic and teamwork. Benefits include health insurance and a 401(k) plan. We offer a competitive salary commensurate with the candidate’s experience in client service. Various factors contribute to determining the actual base salary, including years of relevant experience, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. About Torray Investment Partners Torray Investment Partners’ primary objective of creating and preserving wealth for clients in a disciplined and consistent manner has deep roots. The firm was founded in 1972 by Robert E. Torray, who viewed common stock as a partial interest in a business, which allowed him to invest with a long‑term owner’s mindset. Throughout the subsequent decades and market cycles, the firm has steadfastly provided concentrated portfolios of select businesses with strong fundamentals, applied a thoughtful approach to risk management, and maintained a long‑term perspective. These enduring principles form the foundation of the investment philosophy and process that drive our active concentrated strategies. Torray Investment Partners is 100% independent, owned by the people responsible for the day‑to‑day operations and management of client capital. Our partnership approach and client‑centric culture guide us and underpin the way we do business. We manage three concentrated portfolios of 20–30 companies with low turnover that tend to look and act different than peers and benchmarks. Our equity strategies are primarily US‑focused and include Large Growth, Small/Mid Cap Growth, and Equity Income. #J-18808-Ljbffr