Senior Strategic Relationship Manager
Core
Drive revenue by selling and retaining investment products (ETFs, Mutual Funds, SMA, Alternatives) to prospective clients and act as a technical expert for major national accounts.
Role type
Senior Strategic Relationship Manager (Investment Sales)
Builds
Fee revenue from strategic client relationships and major national accounts
Domain
Wealth Management / Asset Servicing / Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment sales, prospect research, business planning, technical product expertise, customized sales presentations, relationship optimization, competitor analysis, cross-functional collaboration, negotiation
Preferred skills
CFA designation
Technologies
None stated
Responsibilities
Sell ETF, Mutual Fund, and Multi Asset Class products to suitable prospects; Identify new prospects via research and prioritize needs; Act as technical expert and lead on major national accounts; Make customized sales presentations to large and complex clients; Collaborate with internal partners to recommend new services; Maintain relationships with advisors and centers of influence; Monitor industry laws, regulations, and competitor products; Execute complex cross-disciplinary initiatives
Seniority
Senior, hands-on IC
