Client Relationship Manager, EOS

Job title – Client Relationship Manager, EOS

Location – London

About Federated Hermes

Federated Hermes, Inc. is a global leader in active, responsible investment management, with $871.2B in assets under management, as of October, 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide.

Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide. For more information, visit FederatedHermes.com

Main Function of the Role

The job holder will have two primary functions:

• Client development: responsible for proactively managing relationships with an allocated number of global institutional clients, ensuring all client requirements are met and ad hoc requests for information are delivered on time. Build strong positive relationships with both internal stakeholders and external clients.
• Business development: support the sales director in a specific region, contributing to the sales process for the EOS services and ensuring close collaboration between the BD team and the EOS team.

Key Tasks and Responsibilities

• Onboarding and contract management: manage client take‑on process, working with internal operations and legal teams.
• Client relationship building: manage relationships with allocated clients, including complex or commercially sensitive clients, ensuring the highest level of service (e.g., query management, contract fulfilment, reporting requirements).
• Proactively reach out to clients, schedule regular meetings/calls to ensure close contact and deliver client presentations in formal settings where requested.
• Internal record‑keeping: draft and update client plans on Salesforce to ensure client knowledge is shared across the firm.
• Identify, execute and manage continuous improvement: lead initiatives relating to efficiency and experience across the EOS client base, develop and champion best‑practice processes, approaches and initiatives.
• Product knowledge: have a solid and up‑to‑date working knowledge of the EOS content, being able to deliver it to clients in various formats and forums.
• Internal stakeholder management: build strong relationships with and beyond the EOS team to ensure clients receive the highest standard of operational support, including working with events and marketing teams where relevant.
• Sales support: support the sales process for new EOS clients, working closely with the regional Sales Director; contribute to and lead RFIs/RFPs, participate in pitch meetings, and contribute to pricing stewardship group proposals and discussions.
• Regional expertise: proactively identify market/sector/industry/regulatory trends and client needs in the relevant region; share intel with the BD team and drive initiatives to respond to those trends and client needs, considering the global client base and shared‑service model.

Minimum Experience Required

• Minimum 5+ years of client‑facing experience in finance or professional services role.
• Demonstrable interest in sustainability.
• Ability to travel to the US, Canada, continental Europe and throughout the UK for client meetings on a minimal annual basis.

Desired but not Essential

• Experience working with global institutional investors.
• Qualifications: IMC, CFA certificate in ESG investing.

Candidate Profile

The EOS team votes at over 10,500 companies’ meetings annually and engages with approximately 1,000 companies for institutional investor clients.

You will be involved in all aspects of servicing and reporting to clients, including managing ad hoc requests and ensuring all service level agreements for assigned clients are met. You will also support the business development initiatives, such as working with the central sales team, assisting in tender responses, producing materials and coordinating events.

You will ideally have worked in a client‑facing role for at least four years in professional or financial services.

You will receive training in most aspects of the job but should have demonstrable experience of working in a fast‑paced, team‑based, client‑focused environment and must have a passion for client service and business development.

You should be committed, proactive, willing, diligent and responsible in undertaking all aspects of the role. Sensitivity in dealing with clients or prospects at a senior level is required as well as the flexibility to participate in a wide variety of client or prospect related tasks such as project management, coordinating responses to ad‑hoc requests, editing and preparation for meetings. You should be able to deal with client or prospect matters of an urgent or sensitive nature. You will be analytical, resourceful and well‑organised to assist the sales process.

Building good relationships with internal stakeholders across EOS, sales, RFP and events teams is important. You must be accountable for delivering on both regular duties and ad‑hoc tasks and should have a sense of urgency in execution; therefore, you will be highly organised, know how to prioritise and be accurate with an eye for detail. You will be able to function well as part of a collaborative team and be happy to contribute towards the continuous improvement of processes.

Demonstrable interest and experience in responsible investment will be an advantage. You are likely to be educated to degree level and other relevant qualifications are also desirable (Certificate in ESG Investing or Investment Management Certificate). You must be an advanced MS Office user (Excel, PowerPoint and Word) and possess strong literacy and numerical skills. Knowledge of fund management and financial services is desirable.

Diversity, Inclusion and Flexible Working

We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation.

We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying.

We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector.

We are a Disability Confident Employer and participate in the “Offer of Interview” scheme, intended to actively encourage applications from people with a disability or long‑term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888. You do not need to share details of your disability or long‑term condition.

If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888 to discuss the support you need.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance, Investment Management