Client Service Institutional

in Financial Services
  • New York, New York View on Map
  • Salary: $150,000.00 - $200,000.00

Job Detail

  • Experience Level Senior
  • Degree Type Bachelor of Arts (BA)
  • Employment Full Time
  • Working Type On Site
  • Salary Type Annually
  • Industry Asset Management;Technology
  • Selling Points

    A cutting-edge Fintech company based in New York is on the search for a seasoned Relationship Manager/Business Development professional specializing in Alternative Investments.

Job Description


  • 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.


  • 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
  • Series 7 and 63 licenses preferred

Required skills

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