Sub Advisory Client Relations Manager, VP-SVP
Core
Managing and expanding strategic relationships with sub-advisory, intermediary, and institutional distribution partners to drive asset growth and retention.
Role type
Senior Vice President, Client Relations Manager
Builds
Long-term strategic partnerships with wirehouse platforms, RIAs, and insurance/retirement platforms
Domain
Asset Management / Institutional Distribution
Deliverable
client delivery
Required skills
Strategic relationship management, US 40-Act business knowledge, intermediary platform expertise, complex sales cycle management, commercial acumen
Preferred skills
MBA, CFA, FINRA licenses (Series 7, 63/65, or 66)
Technologies
Salesforce, MS Office (PowerPoint, Excel)
Responsibilities
Lead quarterly and annual business reviews, develop strategic account plans, oversee full client lifecycle including onboarding and issue resolution, maintain accurate CRM reporting, coordinate with internal investment and product teams
Seniority
Senior, hands-on IC with team leadership