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    Client Relationship Manager - United States

    🚀 Client Relationship Manager - Portfolio Analytics | Remote (U.S.)

    Captura Search has been engageed by a fast-growing, analytics-led investment-technology firm to find their next Client Relationship Manager – Portfolio Analytics. If you’re an investment-consulting specialist who lives and breathes platforms such as Confluence (Investment Metrics) PARis, MSCI InvestorForce, or similar, we need to talk.


    Why our client needs you

    • They’re scaling a best-in-class performance & risk SaaS used by Investment Consultancies nationwide.

    • They want a trusted advisor who can translate complex Portfolio Analytics into powerful client narratives, and spot upsell/expansion opportunities.

    • The role is 100 % remote within U.S. time zones and reports directly to the Head of Client Success.

    What you’ll do

    • Own strategic relationships (circa 40, worth north of $10m): Liaising with client stakeholders at management level - at major tier one firms!

    • Bridge product & market: funnel client feedback to product, engineering and sales.

    • Grow accounts: expand adoption and drive retention through consultative partnership.

    You’ll likely come from

    • Investment consulting giants (Mercer, Aon Investments, Willis Towers Watson, Callan, NEPC, Meketa, RVK) where you will have used tools like PARis / InvestmentMetrics or InvestorForce

    • Analytics & fintech vendors (Confluence PARis, MSCI InvestorForce, FactSet, eVestment, Style Analytics).

    • 5+ years delivering investment consultancy, financial advisory or OCIO advisory to U.S. Investment Consultancies

    Must-have toolkit

    • Mastery of PARis / InvestorForce (or comparable portfolio-analytics suites).

    • Fluency in portfolio analytics and multi-asset reporting.

    • Proven track record of consultative client-partner growth in the institutional space.


    🌟 Interested—or know someone who’d shine?
    Message us directly or submit you résumé to be considered for a confidential conversation. Referrals welcome!

    #CapturaSearch #ExecutiveSearch #InvestmentConsulting #PortfolioAnalytics #PerformanceAttribution #FinTechCareers #RemoteJobs #PARis #InvestorForce #MSCI #Mercer #Aon #WTW #OCIO #PensionFunds #AssetOwners #Hiring

    Account Manager

    United States

    $125,000 - $175,000

    72

     

    Account Manager

    United States

    $125,000 - $175,000

    72

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    Contact Us

    75 Shelton St, London, WC2H 9JQ

    ClientService@CapturaSearch.com

    0203 884 0377

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