{"id":1050754,"url":"https://alion.io/job/great-gray-senior-institutional-client-associate","title":"Senior Institutional Client Associate","company":{"id":5795,"name":"Great Gray","domain":"greatgray.com","url":"https://alion.io/company/great-gray","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wilmington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":84000,"max_usd":176000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3402},"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":true},{"name":"Microsoft Office","optional":true},{"name":"Salesforce","optional":true}],"status":"live","first_seen_at":"2026-09-18T20:12:50Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-13T11:24:17Z","board_verified":true,"closed_at":null,"days_open":24,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":24},"description":"The Role\nGreat Gray is looking to add aSenior Institutional Client Associate to our Asset Manager & Consultant Relations Team. This is a critical member of the Asset Manager & Consultant Relations team, supporting Senior Relationship Managers and the business leveraging thoughtful analysis of relationship dynamics, business activity, fund flows and market trends into actionable insights, with the goal of bringing continuous improvement to the quality of our client engagement. The role is ideal for a highly analytical, organized, and commercially minded professional who can connect data, relationship intelligence, and business strategy to support growth across Great Gray’s institutional and asset manager partnerships.\nLocation\nThis position will work from our Wilmington, DE office. Great Gray currently supports a hybrid work model with 4 days onsite in the office and 1 day remote.\nVisa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.\nResponsibilities\nDevelop, maintain and evolve comprehensive client profiles to reflect enterprise characteristics, business priorities and scope of relationship\nDevelop recurring reporting, dashboards, and commentary that help leadership understand asset manager trends, product performance, partnership health, and strategic priorities.\nDevelop quarterly business review materials to support Senior Relationship Managers’ client reviews, including analytics on sales and client engagement metrics and milestones\nSupport Senior Relationship Managers on institutional client calls and direct communications\nCollaborate cross-functionally with sales, operations, legal, compliance, finance and implementation teams on a regular basis.\nPartner with technology and operations to represent and translate the team’s reporting needs to technology/CRM enhancements \nTrack institutional pipeline activity and relationship-development priorities, helping ensure follow-through on opportunities, risks, next steps, and internal ownership.\nContribute to process improvements that enhance relationship intelligence, data quality, reporting discipline, knowledge sharing and institutional business planning.\nMaintain agenda for internal team calls\nComplete other related duties as assigned\nQualifications & Experience\nBachelor’s degree in Finance, Business or a related field and a minimum of 5 years of relevant industry experience in institutional asset management, ideally for an asset manager, or experience supporting institutional sales or relationship management teams\nExperience in the Defined Contribution market is a plus\nDemonstrated proficiency with Salesforce CRM\nProficient with business analytics and leveraging AI to create efficiencies, including Claude or a similar tool\nMicrosoft Office 365 skills, including advanced proficiency in Excel creating reporting, tables and visuals\nStrong communication and interpersonal skills, with the ability to problem-solve and navigate complex business conversations\nExceptional project management skills, including business/technical writing\nAbility to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.\nComfortable navigating ambiguity.\nEntrepreneurial mindset to bring best practice ideas to the team.\nYour standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.","description_format":"text","description_chars":3502,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-09-18T23:49:03Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.823,"p_room":0.9,"age_days":24,"expected_fill_days":56,"reasons":["conf:1","win:mid"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/great-gray-senior-institutional-client-associate","json_url":"https://alion.io/job/great-gray-senior-institutional-client-associate.json","meta":{"generated_at":"2026-10-13T12:27:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19346,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5795},"rest":"https://alion.io/mcp/rest/get_company?id=5795"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgreat-gray-senior-institutional-client-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgreat-gray-senior-institutional-client-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgreat-gray-senior-institutional-client-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/great-gray-senior-institutional-client-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgreat-gray-senior-institutional-client-associate"}]}