Relationship Manager, Asset Management

Our client is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners.

Our client is a financial technology company with a mission to power the world’s alternative investment marketplace. Their platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

This position will be key in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of the company's full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. Role can be located in New York or Connecticut.

Responsibilities

• Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
• Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
• Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Enterprise Solutions team to develop meaningful measurements of success.

Qualifications

• 12+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
• Extensive knowledge of alternative investments
• Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and ability to work independently
• Demonstrated client service skills with stakeholders and clients
• Series 7 and 63 licenses preferred