Director, Relationship Management

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

About The Team

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

At Loomis Sayles, we place a high priority on providing exceptional client service. Our dedicated team of 25 Relationship Management professionals supports clients globally across business channels. Relationship Management plays a critical role in the firm’s client retention and growth strategy by delivering a high-touch, high-impact level of service that prioritizes timely, proactive, and transparent communication. The Relationship Management team works closely with clients, consultants, and colleagues to ensure that client needs are met with a deep understanding of client objectives and the firm’s investment capabilities and resources.

About The Role

In this role, the relationship manager (RM) serves as the primary client conduit for portfolio and investment information and is the client advocate in the investment process. The role requires a balance of collaborative engagement with internal teams and a strong client-centric mindset. Success in the role relies on consistent service excellence, building trust and identifying opportunities to deepen client relationships.

Job Responsibilities

• Establishes oneself as the primary point of contact for assigned clients and develops an in-depth understanding of investment strategies that encompass client accounts
• Seeks to become a Trusted Advisor by delivering exceptional client service
• Provides clients and related consultants and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of clients’ mandates, working closely with product management, and Institutional Services teammates to retain and grow assets/revenue
• Develops broad understanding of client context, including client staff, all asset pools, consultants and other influencer relationships
• Understands and represents the broad range of Loomis strategies to clients and their consultants and other key influencers
• Plays a key role, along with Sales, in identifying client challenges that Loomis can solve, ideally by introducing new strategies/solutions, based on understanding of client context, that lead to broad, multi-mandate relationships
• Collaborates with Sales, Consultant Relations, Product Management and Portfolio Management to rebid and/or establish new relationships with existing clients
• Works collaboratively with Consultant Relations, maintains and nurtures relationships with consulting firms (Field Consultants in particular) for the benefit of Loomis and its clients
• Significant travel required: approximately 50 percent
  
  

Qualifications & Education Requirements

• Bachelor’s degree, with MBA and/or CFA a plus
• FINRA licenses (Series 3, 63 and 7)
• Considerable (10 years) experience with an investment management or consulting firm
• Strong knowledge of capital markets, including non-U.S. markets
• Experience working across multiple institutional channels including public funds, corporate, endowments, and foundations.
• Demonstrated ability to maintain product knowledge across a broad suite of investment strategies including equity, fixed income and multi-asset
• Demonstrated ability to proactively identify opportunities with clients and expand multi-product relationships
• Strong organizational skill attention to detail
• Effective verbal and written communication skills (a writing sample may be required)
• Excellent time management skills
• Ability to work independently and collaborate within Loomis Sayles
  
  

Base Salary: $175,000 plus

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.