Senior Relationship Manager - Trading Services
Core
Primary point of contact for planning, coordination, and execution of onboarding activities for internal and external portfolio managers and their teams.
Role type
Senior Relationship Manager (Trading Services)
Builds
Onboarding experience and platform connectivity for portfolio managers across asset classes
Domain
Hedge funds / Alternative investment / Trading Services
Deliverable
client delivery
Required skills
Financial services experience, market structure knowledge, cross-functional coordination, strategic project leadership, advisory guidance
Preferred skills
Hedge fund or prime brokerage background, complex trading strategies expertise
Technologies
Millennium platform
Responsibilities
Coordinate onboarding of portfolio managers and teams, partner with senior leaders across asset classes, build understanding of PM requirements, lead cross-functional projects, support strategic initiatives, provide advisory guidance on platform usage