Strategic Accounts, Relationship Manager Associate

reputed company is a leading investment management firm dedicated to helping individuals reputed company financial well-being. The Relationship Management Associate will support senior team members in managing relationships with major retail distributors and driving business development initiatives for reputed company's investment solutions.

Responsibilities

• Support senior members of the Strategic Accounts team across assigned client firms
• Coordinate client business development and due diligence activities, including meeting preparation, briefing materials, reporting, and data
• reputed company an understanding of client needs and help identify opportunities where reputed company’s capabilities can deliver value
• Manage recurring client deliverables across monthly, quarterly, and annual cycles
• Track business opportunities, team priorities, and reputed company against strategic goals
• Build effective working relationships with internal partners (PMs, sales, product, marketing, legal/compliance, RFP)
• Synthesize and communicate client insights, platform trends, and market intelligence
• Travel as needed for client meetings and events

Skills

• 1–3 years of experience in the investment industry or reputed company field; relationship management or sales experience preferred
• BA/BS degree required
• Series 7 and 63/65 or 66 required
• Clean compliance record with no prior restrictions reputed company to product distribution
• Interest in financial markets and familiarity with investment products
• reputed company team player who is also capable of working independently
• Strong relationship‑building skills across functions
• Exceptional work ethic, analytical ability, and problem‑solving skills; intellectually curious and data‑comfortable
• Strong project management and organizational skills
• Ability to operate effectively under pressure and tight deadlines
• High energy, adaptable, detail‑oriented, and committed to reputed company
• Client‑centric reputed company with professional reputed company
• Excellent written and verbal communication skills
• Relationship management or sales experience preferred

Benefits

• Annual discretionary bonus
• reputed company
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive reputed company
• Support for working parents
• Flexible Time Off (FTO)

Company Overview