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Rachel

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Rachel

Managing Director, Head of Client Solutions | AMG

United States

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Rachel

Summary

Rachel Jacobs is a seasoned professional in the field of client solutions and investment management, currently serving as the Managing Director at Affiliated Managers. With a career spanning over two decades, she has held leadership positions at prestigious firms such as Macquarie, Goldman Sachs, and Merrill Lynch. Rachel's expertise encompasses investments, mutual funds, and relationship management, underscored by her proficiency in various financial licenses including Series 24, 63, and 7. Her extensive experience in the nonresidential building operators sector showcases her versatility across different industries. Rachel is not only a strategic thinker but also a dedicated leader, fostering strong client relationships and driving business growth. She holds a degree from the University of Rhode Island, which laid the foundation for her successful career. Passionate about emerging technologies and sustainability, Rachel is committed to continuous professional development and innovation in her field.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Rachel

Work Experience

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Managing Director, Head of Client Solutions at

AMG

April 2023 - Present

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Senior Managing Director, Head of US Intermediary Distribution - Client Solutions Group, Americas at

Macquarie Group

May 2010 - April 2023

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Vice President, National Account Manager at

Goldman Sachs

December 2005 - May 2010

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Director, National Account Manager at

Lord, Abbett & Co. LLC

January 2001 - January 2005

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Client Associate at

Merrill Lynch

July 1999 - October 2001

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Rachel

Education

University of Rhode Island

January 1995 - January 1999

Frequently Asked Questions about Rachel

What company does Rachel work for?

Rachel is a Managing Director, Head of Client Solutions at AMG, a company specializing in Management investment, open-ended.

Where Rachel graduated from?

Rachel holds a degree in from University of Rhode Island.

Who is Rachel?

Rachel Jacobs is a seasoned professional in the field of client solutions and investment management, currently serving as the Managing Director at Affiliated Managers. With a career spanning over two decades, she has held leadership positions at prestigious firms such as Macquarie, Goldman Sachs, and Merrill Lynch. Rachel's expertise encompasses investments, mutual funds, and relationship management, underscored by her proficiency in various financial licenses including Series 24, 63, and 7. Her extensive experience in the nonresidential building operators sector showcases her versatility across different industries. Rachel is not only a strategic thinker but also a dedicated leader, fostering strong client relationships and driving business growth. She holds a degree from the University of Rhode Island, which laid the foundation for her successful career. Passionate about emerging technologies and sustainability, Rachel is committed to continuous professional development and innovation in her field.

Rachel`s contact details

Colleagues

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Oyin Bayode

Vice President, Affiliate Partnerships Team

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Patricia Figueroa

Vice President, Investor Relations

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Pilar Alfaro

Real Estate Agent

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Keith Stockbridge

Vice President - Finance and Accounting

Chris Raynor

Vice President - Finance and Accounting

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Caitlin Cunningham

Vice President, Executive Operations, Office of the CEO

Christopher Smith

Vice President, Risk Management and Internal Audit

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Janelle Ryan Cpa

Vice President, Financial Reporting at Affiliated Managers Group, Inc.

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Tracy Palandjian

Independent Director

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