Relationship Manager - Institutional (Asset Management)

Location: New York, United States

Salary: $140,000–$170,000 base salary plus annual bonus target

Company

hirify.global is a global financial services firm providing specialist expertise, technology solutions, investment capabilities, and client management services.

What you will do

• Manage and grow strategic accounts across RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and technology-enabled alternative investment platforms.
• Develop account strategies with revenue targets, platform access milestones, and relationship-depth objectives.
• Provide platform intelligence and competitive insights to inform product positioning, marketing strategy, and distribution priorities.
• Lead responses to formal platform RFPs and due diligence questionnaires.
• Represent investment capabilities across fixed income, ETFs, SMAs, mutual funds, CITs, and alternative investments.
• Collaborate with investment teams on channel-specific content, market commentary, thought leadership, and market feedback for senior leadership.

Requirements

• 5 to 8+ years of experience in asset management distribution.
• Direct coverage experience with RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and alternative investment platforms.
• Demonstrated success driving AUM growth and strengthening platform relationships.
• Advanced knowledge of fixed income, mutual funds, CITs, ETFs, SMAs, and alternative investments.
• FINRA Series 7 and Series 63 or 66 licenses required.
• Ability to engage executive-level institutional buyers and manage complex accounts with strong communication and relationship-building skills.

Nice to have

• CIMA, CAIA, or CFA designation.

Culture & Benefits

• Benefits include long-term savings, healthcare, income protection, professional development, and time off.
• Collaborative culture centered on collective problem-solving and knowledge sharing.
• Mentoring and guidance from experienced leaders.
• Opportunities to contribute beyond the immediate role and develop long-term professional impact.