Institutional Client Manager
September 2011 — March 2014
My current job involves institutional client retention, reporting to the CEO and providing strategic input on client matters. I am involved in setting up and hosting client meetings and client events. I have presented on firm products, including pitching for new business. I handle institutional client and prospective client queries and disseminate updates and portfolio commentary. I have been involved in the collation of portfolio commentary and strategic changes to marketing collateral. I distribute survey information and complete all due diligence documents. I write media summaries for the firm website landing page and was the full time Media Consultant for business for a year until we interviewed and hired a Marketing Assistant, allowing me to focus on clients. My role as Media Consultant involved setting up media interviews for TV, print and online media and managing the relationship with the firm's media company, including setting up media round tables and managing and providing edits to media releases. I also drive some of the client agreement drafting processes with input from the Compliance team. I drive some of the FICA and KYC document collation processes. I scored well in my performance appraisal.