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11 дней назад

Relationship Manager - Sub-Advised Insurance (Asset Management)

120 000 - 225 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Manager - Sub-Advised Insurance (Asset Management): Managing strategic insurance and sub-advisory client relationships, governance activities, reporting, and cross-functional delivery with an accent on client servicing, operational excellence, and retention. Focus on coordinating complex stakeholder workstreams, resolving client issues, and maintaining accountability across Investments, Product, Operations, Legal, and Compliance.

Location: Boston, MA, United States; hybrid schedule with office attendance 4 days per week and remote work 1 day per week.

Salary: USD 120,000–225,000 per year, plus potential variable compensation and benefits.

Company

hirify.global provides investment management solutions for institutional clients across global capital markets in more than 60 countries.

What you will do

  • Serve as the primary relationship manager for assigned insurance and sub-advisory clients.
  • Lead day-to-day client engagement and maintain strong, trusted relationships.
  • Coordinate quarterly reviews, governance activities, reporting requirements, and client deliverables.
  • Monitor service expectations, resolve client issues, and support retention efforts.
  • Coordinate execution across Investments, Product, Operations, Legal, Compliance, and other internal teams.
  • Support strategic account planning, client needs analysis, relationship management processes, and junior team development.

Requirements

  • 8+ years of experience in relationship management, client service, sub-advisory, or institutional asset management.
  • Experience managing sophisticated institutional or sub-advisory client relationships.
  • Understanding of governance processes, reporting requirements, and client servicing activities.
  • Ability to independently manage multiple complex relationships and concurrent workstreams.
  • Strong collaboration, stakeholder management, project management, prioritization, and execution skills.
  • Ability to coordinate internal resources, anticipate client needs, and drive accountability for delivery.

Nice to have

  • CFA, CAIA, or another relevant professional designation.

Culture & Benefits

  • Flexible hybrid work arrangement with one remote workday per week.
  • Retirement plan and health, dental, vision, pharmacy, HSA, and FSA coverage.
  • Life and disability insurance, employee assistance program, adoption assistance, and backup childcare.
  • Tuition and CFA reimbursement, paid holidays, sick leave, vacation time, and volunteer time.
  • Potential discretionary corporate bonus and other incentives, if eligible.

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