Account Executive, Institutional Client Service

Account Executive

This position serves as main point of contact with Russell Investment's institutional clients regarding high quality trust, custody, accounting, and administration services.

The Account Executive partners with the primary relationship owners and/or Client CIOs in executing the client's objectives and supporting the client's overall satisfaction with Russell Investments across the full variety of our services including Custom Portfolio Solutions, OCIO, and Investment Management. This position also provides resolution and innovative solutions to meet client needs while mitigating financial, legal, and reputational risk to Russell and its clients.

Location: Seattle or Milwaukee

Role Summary

The responsibilities of the individual in this position include:

• Primary responsibility and lead for trust, custody, accounting, and administration services. Ensures overall client satisfaction of asset servicing deliverables and supports entire client service team regarding strategic management of client relationships within the asset servicing program.
• Mitigate financial, legal, and reputational risk to Russell and clients. Maintain current knowledge of legal, risk, and client audit regulations. Maintain appropriate legal documentation to ensure regulatory and policy compliance.
• Provide subject matter expertise to support sales initiatives and new business prospects. Facilitate as SME in product teams or project management where applicable in partnership with key stakeholders for implementation and success.
• Ability to drive forward required AML documentation and execution of client legal agreements that include but are not limited to NDAs, Investment Management Agreements, and Subscription Agreements.
• Coordinate with the client and internal business units to ensure successful client onboarding.
• Help manage and facilitate client deliverables, that include but are not limited to compliance due-diligence questionnaires, required disclosures, and investment reviews.
• Support the primary relationship owners and/or Client CIOs on all areas of client administration.

The successful candidate will have extensive demonstrable skills and experiences including the following:

• 4+ years of professional experience working in client service or customer service within the financial services industry
• High exposure and strong knowledge of institutional investment industry, employee benefit plans and institutional investments.
• Strong legal, securities, and institutional compliance knowledge (e.g. ERISA)
• Exceptional client service experience/skills
• Project management experience
• Assertive, self-motivated and self-directed; possess a high level of initiative
• Exceptional leader with proven skills and ability to influence others
• Ability to excel in a fast paced, client deadline driven environment
• Ability to work efficiently and accurately under pressure to meet deadlines
• Superior verbal, written, and communication skills
• Excellent problem solving and analytical skills
• Team oriented; networking with others and partnering with peers

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender, age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.