Relationship Manager/Business Development

Overview

• Lead relationship management and business development efforts within the U.S. wealth management ecosystem, focusing on Independent Broker Dealers (IBDs).
• Drive strategic partnerships and product adoption in alternative investments, including private equity, private credit, and hedge fund strategies.
• Collaborate with senior stakeholders to integrate investment platforms into broader wealth management offerings.
• Shape go-to-market strategies and deliver solutions tailored to evolving wealth manager needs.
• Work closely with internal teams to align client strategies with execution plans.
• Provide high-impact presentations and analysis to support client engagement and strategic decision-making.
• Operate in a fast-paced environment with a focus on scalability and operational efficiency.
• Contribute to enterprise-level initiatives promoting technology and investment solution adoption.

Key Responsibilities & Duties

• Strengthen and expand relationships with Independent Broker Dealers engaged in private market strategies.
• Serve as a strategic advisor to stakeholders, navigating alternative investment complexities.
• Lead initiatives promoting technology and investment solution adoption across wealth management firms.
• Identify growth opportunities, including new product introductions and platform enhancements.
• Collaborate with internal teams to ensure alignment on client strategies and execution.
• Develop and deliver impactful presentations and analysis for client engagement and planning.
• Define and track performance indicators measuring success across relationships and initiatives.
• Support compliance and operational efficiency in enterprise-level engagements.

Job Requirements

• Bachelor of Arts (BA) degree required; advanced knowledge of alternative investments preferred.
• 12+ years of experience in relationship management, business development, or enterprise sales.
• Expertise in private market strategies, fund structures, and regulatory considerations.
• Experience engaging with Independent Broker Dealers, RIAs, or wirehouse platforms.
• Track record of driving adoption of investment platforms or technology solutions.
• Strong communication and presentation skills for complex investment concepts.
• Comfortable operating autonomously in a fast-paced, entrepreneurial environment.
• Series 7 and 63 licenses preferred; ability to work on-site Monday-Thursday.