Global Relationship Management Associate

Working at PPM America, Inc.

PPM America, Inc. (PPM) is a client-focused investment manager, and our mission is to deliver client-specific solutions and world class service to investors in the pursuit of their unique investment objectives.  PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Click here for a description of our assets under management and our investment strategies.

PPM was named one of the Best Places to Work in Money Management by Pensions & Investments in 2022. We attract professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage collaboration by giving our teams the freedom to speak openly and share new ideas. PPM’s values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career, and at PPM you would join a community of employees with a long track record of dedicating their time and support to local nonprofits with the effort of strengthening local families and increasing economic opportunities.

At PPM, we believe that diversity and inclusion are integral to the success of our growth and longevity. PPM is committed to a culture of respect and believe that inclusion is the key to this culture, enabling our ability to innovate, execute, and grow for the benefit of our associates, clients, shareholders, and the communities where we live.

Global Relationship Management Department Description

The Global Relationship Management Department is responsible for supporting, maintaining, and growing PPM’s global client and partner relationships.

Summary of Role

The Global Relationship Management Associate is responsible for building and maintaining strong relationships with clients, partners, prospective clients referred by our distribution partners, and stakeholders and reports to the Senior Managing Director, Head of Global Relationship Management. The role will act as the primary point of contact for clients, working closely with internal teams to meet and exceed client expectations. The Global Relationship Management Associate  is accountable for meeting a wide array of client needs and partnering successfully with our investment teams and other internal teams.

Role Responsibilities

• Manage and build client relationships by leading scheduled and ad-hoc interactions (meetings, phone and e-mail), effectively communicating to designated client investment and operations teams and prospective clients referred by our distribution partners.
• Respond to ad-hoc inquiries from clients and sales/distribution partners. Responses need to be clearly communicated easy-to-understand and audience-appropriate.
• Work closely with internal teams, including portfolio management, legal and compliance, and portfolio services distribution, marketing, product development and client support to provide solutions for client needs and ensure a seamless client experience.
• Schedule and host client and prospective clients referred by our distribution partners calls and meetings with respective PPM teams including evening calls with PPM’s Asia clients.
• Coordinate development of client presentation materials and performance reports with team members. Assist as needed with development of marketing materials, including presentation enhancements and quarterly communications.
• Oversee co-design of new client mandates, from initial stages through launch, by leading internal and external communications and collaboration.
• Support PPM America’s affiliate, Jackson National Life, and their distribution teams.
• Identify opportunities for upselling or cross-selling additional products and services to existing clients, channels and prospective clients referred by our distribution partners.
• Maintain new business pipeline and activity metrics.
• Stay informed about industry trends, market conditions and competitors to identify opportunities and threats.
• Review client materials to ensure accuracy and quality control.
• Develop and maintain all client and prospective clients referred by our distribution partners related activity in PPM’s CRM (Dynamics) and Compliance Systems.
• Prepare regular reports on client and prospective clients referred by our distribution partners activities, satisfaction levels, and business performance.
• Monitor and report on key performance indicators related to client relationships.
• Occasional travel including international travel (10%).

Required Skills & Experience

• Bachelor’s Degree required.
• 3+ years of investment experience in relationship management, account management or a similar role preferred or broader relevant work experience in the financial services industry required.

Desired Skills & Experience

• Master’s Degree or additional designations such as CFA, CAIA, encouraged.
• Exceptional oral and written communication skills, as well as the ability to communicate effectively with individuals possessing a wide range of financial sophistication.

• Works with a sense of urgency and keen eye for detail.
• Ability to gather information from various parts of the organization and package it into a coherent and relevant message for clients. Demonstrates entrepreneurial spirit, self-discipline and motivation, creative thinking, patience and an ability to work well in both a small working team, as well as a larger cross-functional team to gather and produce content.
• Strong interpersonal, organizational, client service, and consultative sales skills.

Benefits

At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

• Competitive salary and bonus
• Medical, dental and vision coverage
• 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
• Tuition and professional certification reimbursement
• Paid parental leave
• Adoption assistance
• Holidays and paid time off
• Paid time off to volunteer
• Life insurance
• Gift matching

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