Relationship Manager I - Investor Services
Core
Manage select client relationships and contribute to new revenue opportunities for the Infomediary Data Solutions business by developing long-term client management and new business strategies.
Role type
Junior Relationship Associate (Investor Services)
Builds
Client operating models, revenue growth, and strategic plans for data management and AI/ML solutions.
Domain
Financial Services / Investor Services / Data Solutions
Deliverable
client delivery
Required skills
client relationship management, sales support, technical asset creation, due diligence coordination, financial modeling, market research, MS Office proficiency
Preferred skills
tech-focused client service experience, familiarity with data/digital/technology products, cold outreach, presentation skills
Responsibilities
Manage client relationships under supervision, assist with technical assets (presentations, diagrams), produce client metrics, coordinate due diligence visits, assist with prospecting, create pricing proposals, evaluate existing relationships for new revenue.
Seniority
Junior, individual contributor
