Hilary Hopkins (Petit)
Summary
Results-driven Client Relationship Manager focusing on managing high-net-worth clients and foundations. Delivered exceptional service and support to business development, while leveraging deep knowledge of investment strategies, portfolio guidelines, and reporting requirements. Building lasting client relationships through a proactive, collaborative approach.
Overview
9
9
years of professional experience
Work History
Senior Associate, Relationship Management
Boston Common Asset Management
11.2021 - Current
- Served as the Relationship Manager for High-Net-Worth and Foundation clients, managing routine & ad hoc requests, quarterly reviews and annual board updates
- Coordinated the successful transition of a targeted 1.5B in AUM (HNW & Endowment) to a new custodial platform, providing internal guidance and client communication for a smooth experience
- Led full-cycle client onboarding - creating and implemented a comprehensive onboarding guide for client service teams, managing seamless account setup, compliance checks, and coordination across Operations, Trading and Portfolio Implementation
- Organized client conferences, preparing tailored materials and updating clients on new opportunities, portfolio changes, and ESG initiatives
- Served as a key member of the Multi-Asset Strategy Team, contributing strategic insights for decision-making and collaborating to address client inquiries
- Acted as a primary liaison for Board members, consultants, OCIOs, and Investment Committees, addressing SMA, Commingled fund and Mult-Asset investment strategy inquiries
- Partnered with Investment Directors on fee structures, asset allocation, portfolio implementation, and quarterly market commentary for client reports
- Conducted asset allocation analyses, delivering strategic recommendations to align multi-asset clients with long-term financial goals
- Collaborated with consultants to deliver customized reports and strategic support, facilitating institutional client service and onboarding
- Provided tax-efficient solutions for client needs, including RMDs, stock gifting, tax loss harvesting, QCDs, and liquidity requirements
- Supported internal and external audits by managing documentation, maintaining accurate data, and preparing quarterly questionnaires
- Supervised and mentored client service interns, managed workflows, delegated tasks based on priority & seniority, and conducted quality reviews to ensure accuracy, efficiency, and continuous process improvement
- Managed the client service team, overseeing projects, streamlining processes, and delivering comprehensive training to all new team members
Director
Aberdeen Standard Investments
08.2018 - 11.2021
- Reported to the US head of distribution, managing client relations and serving as a direct point of contact, providing daily performance analytics and conducting quarterly reviews and operational due diligence with clients and prospects
- Developed and executed tailored engagement plans and channel-specific research frameworks, while maintaining competitive analysis for priority products to enhance targeted sales efforts
- Managed Salesforce, facilitated client onboarding, tracked sales progress, and reported on dashboards to support AUM target achievement
Administrative Assistant
AEW Capital Management
08.2016 - 06.2018
- Organized meeting schedules and travel arrangements for senior executives
- Provided administrative support to managing directors, portfolio managers, and vice presidents
- Supported controller with capital calls and distribution lists
Administrative Assistant
Canaccord Genuity
08.2015 - 08.2016
- Provided administrative support to the VP of Real Estate and Facilities
- Documented account statements and supported the compliance department
- Assisted the marketing team in organizing yearly conference logistics
Education
Bachelor of Science - Recreation Management Policy - Program Administration
University of New Hampshire
Durham, NHSkills
- Analytical skills
- Business Development
- Client Relationship Management
- Communication
- Financial services
- Investment Strategies
- Problem solving
- Process Improvement
- Project management
- Sales and Account Management
Systems
- Advent APX
- MandateWire
- Microsoft Office Suite
- Portfolio Visualizer
- Salesforce
- Seismic
- S&P Global
Timeline
Senior Associate, Relationship Management
Boston Common Asset Management
11.2021 - Current
Director
Aberdeen Standard Investments
08.2018 - 11.2021
Administrative Assistant
AEW Capital Management
08.2016 - 06.2018
Administrative Assistant
Canaccord Genuity
08.2015 - 08.2016
Bachelor of Science - Recreation Management Policy - Program Administration
University of New Hampshire
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