Account Manager Consultant Relations OCIO

Department

Robeco’s Global Consultant Relations Team is responsible for building and maintaining strong relationships with investment consultants who advise Robeco’s clients, ensuring the firm’s strategies, capabilities, and performance are accurately understood and appropriately positioned. The team acts as a central point of coordination between Global Consultants and internal stakeholders.

Position & Requirements

The role holder will support the servicing, coordination and development of relationships with global Outsourced Chief Investment Officer (OCIO) clients and their associated consultant partners. Working closely with the Global Consultant Relations Team, the role is responsible for ensuring high-quality account management, operational coordination and client support across a portfolio of global OCIO relationships. This role plays a key part in delivering a consistent, professional client experience and supporting the firm’s global consultant and OCIO engagement strategy.

Key Responsibilities

• Act as a primary point of contact for day-to-day servicing needs across assigned Global OCIO accounts, in partnership with senior relationship managers.
• Coordinate responses to OCIO and consultant requests, including data, reporting, due diligence questionnaires, presentations and meeting materials.
• Support the preparation and delivery of client and consultant meetings, reviews and updates, including agenda management, materials coordination and follow-up actions.
• Maintain accurate and up-to-date account information, interaction records and pipeline activity within CRM and internal systems.
• Liaise with internal stakeholders (investment teams, client reporting, operations, legal and compliance) to ensure timely and accurate delivery of client requirements.
• Assist with monitoring OCIO and consultant trends, mandates and governance developments relevant to global accounts.
• Support senior team members with account planning, relationship mapping and strategic initiatives across the Global OCIO channel.
• Ensure all activities are conducted in line with internal policies, regulatory requirements and compliance standards.

Skills and Characteristics

• Strong organisational skills with the ability to manage multiple priorities in a global, deadline-driven environment.
• Excellent written and verbal communication skills, with a professional and client-focused approach.
• High attention to detail and a strong commitment to quality and accuracy.
• Collaborative mindset with the ability to work effectively across regions, cultures and functions.
• Proactive, reliable and solutions-oriented, with sound judgement and discretion.
• Strong analytical capability and confidence working with investment-related data and materials.

Experience and Qualifications

• 3–6 years’ experience in asset management, institutional client servicing, consultant relations, OCIO, or a related financial services role.
• Familiarity with institutional investment products and solutions, and an understanding of the OCIO and investment consultant landscape.
• Experience supporting global or cross-border client relationships is strongly preferred.
• Bachelor’s degree in finance, economics, business or a related discipline; professional qualifications (e.g. CFA or progress toward CFA) are advantageous.
• Proficiency in Microsoft Office and CRM systems; experience working in a global operating model is a plus.

As a Dutch asset manager operating globally, Robeco combines global reach and ambitions with its head office in Rotterdam. Employees at Robeco are encouraged to think internationally and put the client first, while staying grounded. The company has strong links with academia, supporting research in quantitative and sustainability investing strategies. Robeco offers an informal and flexible office atmosphere that gives people room to be themselves, to grow and to perform to the best of their ability.