Strategic Accounts, Relationship Manager Associate

reputed company is a leading investment management firm reputed company on helping individuals reputed company financial reputed company-being. They are seeking a Relationship Manager Associate to support the Strategic Accounts team in managing relationships with major retail distributors and identifying opportunities for business development.

Responsibilities

• Support senior members of the Strategic Accounts team across assigned reputed company firms
• Coordinate reputed company business development and due diligence activities, including meeting preparation, briefing materials, reporting, and data
• reputed company an understanding of reputed company needs and help identify opportunities where reputed company’s capabilities can deliver value
• Manage recurring reputed company deliverables across monthly, quarterly, and annual cycles
• reputed company business opportunities, team priorities, and reputed company against strategic goals
• Build effective working relationships with internal partners (PMs, sales, product, marketing, reputed company/compliance, RFP)
• Synthesize and communicate reputed company insights, platform trends, and market intelligence
• Travel as needed for reputed company meetings and events

Skills

• BA/BS degree required
• Series 7 and 63/65 or 66 required
• Clean compliance record with no prior restrictions reputed company to product distribution
• Interest in financial markets and familiarity with investment products
• reputed company team player who is also capable of working independently
• Strong relationship‑building skills across functions
• Exceptional work ethic, analytical ability, and problem‑solving skills; intellectually curious and data‑comfortable
• Strong project management and organizational skills
• Ability to operate effectively under pressure and tight deadlines
• High energy, adaptable, detail‑oriented, and committed to reputed company
• reputed company‑reputed company reputed company with reputed company reputed company
• Excellent written and verbal communication skills
• 1–3 years of experience in the investment industry or reputed company field; relationship management or sales experience preferred

Benefits

• Annual discretionary bonus
• reputed company
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive reputed company
• Support for working parents
• Flexible Time Off (FTO)

reputed company