Relationship Manager - Institutional
Core
Lead relationship management across strategic intermediary distribution channels including RIA custodians, bank trust platforms, TAMPs, and alternative investment platforms.
Role type
Senior Institutional Relationship Manager
Builds
Platform access, revenue growth, and distribution strategies for fixed income, ETFs, SMAs, and alternative investments.
Domain
Asset Management / Financial Distribution
Deliverable
product features
Required skills
Asset management distribution experience, RIA custodian and TAMP platform knowledge, investment product expertise (fixed income, ETFs, SMAs, alternatives), RFP and due diligence management, executive-level engagement, strategic account planning
Preferred skills
CIMA, CAIA, or CFA designation, deep market knowledge
Technologies
CAIS, iCapital
Responsibilities
Own and grow a defined account list of intermediaries; Develop and execute account strategies with revenue targets; Serve as internal voice of the client providing platform intelligence; Lead responses to formal platform RFPs and due diligence; Represent Investment capabilities; Collaborate on channel-specific content and thought leadership; Provide market feedback to senior leadership