Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Managing subadvised and separate account relationships for a Canadian client base with an accent on operational support, inquiry resolution, and cross-functional collaboration. Focus on driving client engagement, managing the RFP lifecycle, and ensuring compliance within a regulated investment environment.

Location: Must be based in New York, NY (Hybrid: 4 days per week in-office required).

Salary: $90,000–$110,000 per year.

Company

A leading independent global investment firm dedicated to rethinking possibilities for clients through diverse investment strategies and capabilities.

What you will do

• Serve as the primary point of contact for retirement, insurance, and subadvisory clients.
• Manage day-to-day client activities and maintain consistent engagement with Strategic Account Managers.
• Support pre- and post-sale processes, including RFP lifecycle management and presentation development.
• Partner cross-functionally with legal, compliance, trading, and product teams to deliver operational support.
• Ensure compliance with internal procedures and contractual terms while verifying client eligibility.
• Prepare monthly, quarterly, and annual client materials for reporting and due diligence.

Requirements

• 5–7 years of asset management experience in client relationship management or project management.
• Bachelor’s degree required with Series 7 and 63 licenses.
• Proven ability to manage complex client relationships and drive accountability across internal stakeholders.
• Strong analytical, problem-solving, and organizational skills with proficiency in Salesforce and Microsoft Office.
• Must be based in New York, NY and able to comply with the firm's hybrid office policy.

Nice to have

• CIMA, CFA, or CFP designations.
• French language proficiency.

Culture & Benefits

• Comprehensive health and wellbeing benefits.
• 401(k) matching up to 6% with discretionary supplemental contributions.
• Flexible paid time off and parental leave benefits.
• Employee stock purchase plan.
• Collaborative environment focused on professional growth and development.