Manager, Institutional Investments

Raleigh-Durham, NC 27609

Posted: 09/24/2019 Industry: Employee Benefits & Retirement Services Job Number: 9.24 1 KEF Pay Rate: $85,000 - $100,000


  • The Manager, Institutional Investments will be responsible for supervising and directing the work of a team of 7-10 investment professionals working with Asset/Liability, Pensions, Endowments and Foundations
  • Manage workflow and set objectives and goals
  • Mentor analysts and provide guidance for career-pathing opportunities
  • Implement streamlined processes to improve efficiencies and team deliverables
  • Collaborate with Financial Advisors, Client Services staff, and clients to create and deliver investment recommendations 



  • MUST have 5+ years of previous investment/financial services industry experience (with a strong interest in capital markets)
  • Should possess strong management experience (hiring, training, mentoring, delegation & disciplinary)
  • Collaborate well with staff, management and other departments/business partners
  • Participate in client meetings as necessary
  • Strong communication, team-building and problem resolution skills
  • Exceptional organization and prioritization skills
  • Industry designations desired (CFA, CAIA, etc.)
  • A thought leader that resourcefully leads by example


Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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