Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Managing high-touch relationships within the Retirement, Insurance, and Subadvisory channel with an accent on delivering seamless client service across the full lifecycle. Focus on quarterbacking day-to-day client activity, resolving complex issues, and partnering cross-functionally to drive strategic engagement and growth.

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

Salary: $120,000–$129,000 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 central point of contact for day-to-day client activity and relationship management.
• Act as primary sales contact for tier-two retirement partners to strengthen long-term partnerships.
• Partner cross-functionally with legal, compliance, trading, and product teams to advocate for client needs.
• Execute core service responsibilities including inquiry response, issue resolution, and third-party requests.
• Prepare and deliver reporting materials for due diligence and contract renewals.
• Drive client engagement initiatives and strategic projects to enhance the overall client experience.

Requirements

• 5–7+ years of asset management experience in relationship management or client servicing.
• Bachelor’s degree required.
• Series 7 and 63 licenses required.
• Proven ability to manage complex client relationships and deliver solutions aligned with firm capabilities.
• Proficiency in Salesforce and Microsoft Office suite.
• Strong accountability, analytical thinking, and ability to operate in a highly regulated environment.

Nice to have

• CIMA, CFA, or CFP certification.

Culture & Benefits

• Hybrid work schedule with 4 days in-office requirement.
• 401(k) matching of 100% up to the first 6% plus discretionary contributions.
• Comprehensive health and wellbeing benefits.
• Flexible paid time off and parental leave.
• Employee stock purchase plan.