CareerPlanSign in

Senior Relationship Manager

New York, US💼 Full-time💰 $175,000–$175,000🗓 2026-09-15 → 2026-09-26

Core

Drive relationship excellence and business development for a designated client base in the ETF and Alternative fund servicing market, ensuring satisfaction and maximizing profitability.

Role type

Senior Relationship Manager (Client Facing)

Builds

Strategic client relationships, integrated financial solutions, and new revenue streams for sophisticated clients.

Domain

Asset Management / Financial Services

Deliverable

client delivery

Required skills

consultative relationship management, insight-led sales, negotiation, regulatory knowledge, executive presence, CRM deployment, strategic problem solving

Preferred skills

foreign language abilities, knowledge of foreign markets

Technologies

CRM and knowledge management tools

Responsibilities

Develop strategic relationships with senior client levels; increase relationship penetration by selling existing and new products; monitor operational issues and resolve problems; lead deal teams to integrate client insights; ensure regulatory and firm requirement fulfillment; manage a small team of analysts.

Seniority

Senior, hands-on IC with potential staff supervision

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.