Product & Strategy Exec/Senior Relationship Manager (Private Markets Focused)
Core
Cultivate and manage strategic relationships with third-party asset managers to drive growth for Global Wealth & Investment Management (GWIM) businesses and enhance product offerings.
Role type
Senior Relationship Manager (Private Markets/Asset Management)
Builds
Strategic partnerships with external asset managers and internal product initiatives for wealth management clients.
Domain
Financial Services / Private Markets / Wealth Management
Deliverable
client delivery
Required skills
Strategic planning, relationship management, market analysis, product positioning, cross-functional collaboration, financial analysis, change management, executive presence, business case analysis, process performance measurement
Preferred skills
Alternative investments experience, Series 7/66 certification, broad wealth management knowledge
Technologies
N/A
Responsibilities
Identify market trends and client needs to inform product positioning; oversee client and business offerings to ensure alignment with client needs; provide strategic guidance on advisor tools and investment materials; cultivate senior-level relationships with third-party asset manager leadership; optimize asset manager resources to drive firm growth; strengthen strategic alignment and partnerships with key asset manager firms; ensure adherence to GWIM policies and governance standards; design and execute cross-manager initiatives to advance strategic priorities; collaborate with internal teams to enhance advisor engagement and client outcomes.
Seniority
Senior, hands-on IC