Senior Relationship Manager (ETF / Alternative Fund Servicing)

Location: New York, United States. Travel is required.

Salary: $175,000–$245,000 annual base salary plus annual target bonus.

Company

Global financial services firm providing investor services, capital-partner solutions, specialist expertise, and technology-enabled client management.

What you will do

• Manage relationship excellence for a designated client portfolio and build strategic relationships with senior client stakeholders.
• Increase relationship penetration and revenue by selling existing and new products across the client portfolio.
• Translate market, strategy, regulatory, and investment insights into customized client opportunities and messaging.
• Coordinate integrated solutions for clients' strategic challenges using multiple products and services.
• Lead or contribute to deal teams, client plans, marketing materials, and competitive differentiation initiatives.
• Collaborate with risk and compliance functions, resolve operational issues, and potentially supervise and coach a small team of analysts.

Requirements

• Strong understanding of and network within the ETF and/or alternative fund servicing market.
• Consultative, strategic relationship management and sales experience, including insight-led sales strategy execution.
• Excellent client-facing, presentation, writing, negotiation, and executive communication skills; a writing sample is required.
• Knowledge of regulatory requirements and market forces affecting asset management and financial institutions.
• Experience using technology to support sales activity, including CRM and knowledge management tools.
• Ability to collaborate effectively, demonstrate business acumen, and drive open issues through resolution.

Nice to have

• Foreign-language abilities and knowledge of foreign markets.
• Experience managing, coaching, or developing analysts.

Culture & Benefits

• Partnership-oriented environment focused on collaboration, client service, and shared problem-solving.
• Benefits include long-term savings, healthcare, income protection, professional development, and time off.
• Private-partnership structure supports long-term investment in relationships, technology, products, and employee development.
• Mentoring and guidance from experienced leaders are available across the organization.