Client Relationship Manager Reports

OMFIF is a dynamic and independent think tank. Through our London-based team we produce research and events on world finance and economic policy. We have a comprehensive global network of economic, political and investment decision-makers. Our members come from both the public and private sectors and comprise of some of the most well-known and respected financial and technology organisations in the world.

In addition to membership, we offer bespoke meetings and research on global policy and investment themes.

OMFIF operates through four thematic institutes: the Economic and Monetary Policy Institute (EMP) convenes leaders from public and private sector institutions to discuss macroeconomic trends and shape the future of monetary policy and political economy; the Digital Monetary Institute explores the topic of payments, including digital currency as an alternative to cash, and brings together technologists and policy-makers at the heart of decisions relating to the future of finance.

The Sustainable Policy Institute (SPI) focuses on sustainable finance, addressing the policy, regulatory and investment challenges posed by environmental, social and governance themes with those responsible for shaping the sustainability agenda; and the Sovereign Debt Institute convenes issuers across the global sovereign, supranational and agency debt community for high-level, strategic and constructive dialogue on the key issues each side faces.

At OMFIF, we strive to maintain a start-up atmosphere where creative ideas are encouraged, with no two days the same. We are looking for entrepreneurial people from diverse backgrounds who are keen to develop their skills, gain responsibility and share our vision of realising full potential, embodying the company values of independence, innovation and integrity.

The role:

The Client Relationship Manager is responsible for maintaining and expanding relationships with OMFIF’s existing institutional members and partners across the Economic and Monetary Policy Institute and the Sustainable Policy Institute
.

Reporting to the Chief Commercial Officer, the post holder will ensure the highest levels of engagement, satisfaction and value delivery for OMFIF’s members, while identifying opportunities for renewal, cross-institute collaboration and incremental growth.

This role suits a relationship-focused professional who excels at managing senior institutional clients, understands the intersection of macroeconomics and sustainability, and is motivated by supporting global policy dialogue and thought leadership.

Key Responsibilities:

• Manage and deepen relationships with existing members, ensuring strong engagement and alignment with OMFIF’s research and programme offerings.
• Drive renewals and incremental growth by identifying opportunities for cross-institute collaboration and bespoke engagement.
• Lead business development and commercial outreach for the Economic and Monetary Policy Institute and the Sustainable Policy Institute.
• Identify and secure new institutional members, sponsors and partners across central banks, financial institutions, and professional services organisations.
• Act as the primary point of contact for a portfolio of key public- and private-sector clients, maintaining consistent and high-quality communication.
• Work collaboratively with researchers, programmers and marketing teams to deliver value for members and ensure their priorities are reflected in OMFIF’s activities.
• Monitor engagement and satisfaction, addressing risks of attrition proactively and strategically.
• Provide market and client insights to inform product development, programming themes and commercial strategy.
• Support the delivery of OMFIF’s flagship events, meetings and round tables, ensuring effective participation and follow-up with key stakeholders.
• Prepare accurate reports and forecasts on renewals, engagement levels and account performance for the Chief Commercial Officer.
• Represent OMFIF at high-level meetings and events, reinforcing the value of membership and thought leadership.

Skills,

Experience and Qualifications:

• 5+ years’ experience in client relationship management, account management or partnerships, ideally within financial services, policy research or events.
• Proven ability to retain and grow institutional client portfolios and deliver high client satisfaction.
• Proven track record of developing and closing commercial deals.
• Strong understanding of - or interest in – macroeconomics and finance.
• Excellent communication and interpersonal skills, with confidence engaging at senior and executive levels.
• Commercially astute and client-focused, with a consultative and diplomatic approach.
• Organised, proactive and able to work effectively across teams and time zones.
• Strong project management skills and attention to detail.
• Proficiency in Microsoft Office and CRM systems (Salesforce preferred).
• A second language and international experience are strong advantages.