Relationship Manager, Asset Managers - Vice President / Senior Vice President

TL;DR

Relationship Manager, Asset Managers - Vice President / Senior Vice President (Alternative Investments): Maintaining and developing relationships with Asset Managers and General Partners, delivering and supporting technology solutions with an accent on platform demonstrations, RFP responses, and go-to-market strategy. Focus on leading fund launches, strategic initiatives, and internal projects for business development.

Location: Greenwich, Connecticut, United States. Office Monday-Thursday, remote Friday

Salary: $160,000 to $230,000 base + equity + annual performance bonus

Company

Technology platform provider for alternative investments marketplace serving Asset Managers and General Partners.

What you will do

• Develop new and existing relationships with Asset and Wealth Managers.
• Act as key Relationship Manager for strategic asset and wealth management clients.
• Lead platform demonstrations, RFP responses, and fund launches with cross-functional teams.
• Collaborate on sales strategy, business development, CRM technology, and marketing initiatives.
• Manage internal projects, develop team processes, and create data-driven presentations.
• Work with Enterprise Solutions team to define success metrics.

Requirements

• 12-15+ years in business development/relationship management, focused on enterprise or technology sales
• Extensive knowledge of alternative investments
• Direct experience with Asset or Wealth Management firms highly preferred
• Excellent verbal and written communication skills
• Strategic mindset, ability to work independently
• Demonstrated client service skills
• Series 7 and 63 licenses preferred

Culture & Benefits

• Comprehensive benefits: employer-matched retirement, subsidized healthcare (100% employer-paid dental/vision/telemedicine/mental health), parental leave, unlimited PTO
• Equity for all full-time employees
• Office-focused hybrid: in-office Monday-Thursday, remote Friday
• Emphasis on collaboration and innovation through in-person work