CareerPlan

Senior Relationship Manager

New York, USFull-time$175k–$245k2026-09-15 → 2026-11-11

Core

Senior Relationship Manager driving relationship excellence, business development, and risk management for a designated client base in ETF and Alternative fund servicing.

Role type

Senior IC relationship manager (sales & strategy)

Builds

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

Domain

Asset Management / Financial Services

Required skills

Strategic relationship management, insight-led selling, regulatory knowledge, executive-level communication, negotiation, team leadership, CRM deployment

Preferred skills

Foreign language proficiency, knowledge of foreign markets

Technologies

CRM, knowledge management tools

Responsibilities

Develop strategic relationships with senior client leadership to maximize profitability and product breadth; sell existing and new products to increase relationship penetration; monitor operational issues and resolve problems through cross-functional collaboration; lead deal teams to integrate client insights into client plans; ensure regulatory compliance and risk management; coach and supervise a small team of analysts.

Seniority

Senior, hands-on IC with potential team leadership