Jim Maki Cima®
About Jim Maki Cima®
Jim Maki Cima® serves as the VP, Global Relationship Manager at Eaton Vance, where he has worked since 2008. He has a strong background in high-net-worth strategies and extensive experience in managing client relationships within national accounts and distribution channels.
Current Role at Eaton Vance
Jim Maki serves as the Vice President and Global Relationship Manager at Eaton Vance, a position he has held since 2008. In this role, he focuses on managing client relationships and developing strategies tailored to high-net-worth individuals. His responsibilities include overseeing national accounts and separate account management, which enhances his understanding of client dynamics and needs.
Previous Experience at MFS Investment Management
Prior to his current role, Jim Maki worked at MFS Investment Management from 1997 to 2008. He held two significant positions during this time: Managed Account Analyst and Business Development Manager. His tenure at MFS Investment Management spanned 11 years, during which he gained valuable experience in business development and managed accounts.
Education and Expertise
Jim Maki studied at UMass Boston, where he earned a Bachelor of Arts degree in Business/Managerial Economics from 1998 to 2003. His educational background complements his professional expertise, particularly in high-net-worth strategies, which is a vital aspect of his work in client relationship management.
Background in Client Relationship Management
Jim Maki has a strong background in managing client relationships, particularly within the Bank Trust and RIA Distribution Channels. His extensive experience in these areas contributes to his ability to navigate complex client dynamics and deliver tailored solutions that meet the needs of high-net-worth clients.