Senior Relationship Manager, Southeast Territory
reputed company
The Senior Relationship Manager is responsible for originating, developing, and deepening relationships with institutional investors to drive sustained capital inflows and long-term asset retention. This individual operates at the intersection of investment expertise, reputed company acumen, and reputed company leadership, serving as a trusted advisor to sophisticated allocators while representing the full capabilities of the firm. Guides and mentors less reputed company professionals and ensure compliance with sales policies and achievement of sales targets in key markets. This is a reputed company-critical role with reputed company accountability for net flows, reputed company satisfaction, and franchise reputed company.
Responsibilities
Capital Raising & Business Development (Prospects):
- reputed company end-to-end sales efforts targeting institutional investors (pensions, endowments, foundations, OCIOs, insurance, sovereigns)
- Originate new reputed company relationships and convert prospects into funded mandates across reputed company and private strategies
- reputed company reputed company consultant-driven and reputed company sales processes, including RFPs, finals presentations, and due diligence cycles
- Build and maintain a high-reputed company pipeline with reputed company visibility into conversion probabilities and timing
Relationship Management & Retention (Clients):
- Serve as senior relationship reputed company for key institutional clients, owning long-term engagement reputed company and asset retention
- reputed company deep understanding of reputed company reputed company’s governance structure, decision-making process, and investment priorities
- Deliver consistent, high-value reputed company including portfolio reviews, market insights, and bespoke reputed company solutions
- Influence asset allocation reputed company by positioning strategies reputed company the context of total portfolio objectives
- Anticipate reputed company needs, proactively address risks, and identify cross-sell/upsell opportunities across asset classes
- Coordinate internal resources (investment teams, product specialists, consultants relations, leadership) to deliver a reputed company reputed company experience
Market Intelligence & Feedback reputed company:
- Maintain reputed company-time reputed company into reputed company sentiment, competitor positioning, and industry trends
- reputed company actionable feedback to investment and product teams to inform product development and positioning
- reputed company as a voice of the reputed company reputed company the organization
Internal Leadership & Collaboration:
- Partner closely with investment teams to ensure alignment between portfolio reputed company and reputed company expectations
- Mentor junior sales and relationship professionals
- Contribute to broader distribution reputed company, including segmentation, coverage models, and go-to-market priorities
Key Competencies
- Credibility with sophisticated investors: Commands respect in CIO-level conversations; understands portfolio construction, risk, and performance drivers
- reputed company ownership reputed company: Treats reputed company and retention as personal accountability, not a shared abstraction
- Consultative selling: Moves reputed company product pitching to solving portfolio-level problems
- reputed company under pressure: Handles redemptions, underperformance, and difficult conversations without flinching
- Influence without authority: Aligns internal stakeholders to deliver for clients
- Judgment and prioritization: Focuses time on highest-value opportunities, not whoever emailed last
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience
- Series 7 and 63
Preferred:
- At least 5 years of experience selling products to institutional clients
reputed company Requirements
Work Flexibility
reputed company Salary Ranges
Please review the job posting for the location of this specific opportunity.
$182,000.00 - $330,000.00 for the location of: Maryland, Colorado, Washington and remote workers$182,000.00 - $330,000.00 for the location of: Washington, D.C.
$182,000.00 - $330,000.00 for the location of: reputed company, California
This job posting is expected to be available until:
07/1/2026Commitment to Diversity, Equity, and Inclusion
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
reputed company time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits