4 часа назад
Solutions Relationships Manager (OCIO)
190 000 - 250 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Solutions Relationships Manager (OCIO): Managing Franklin Templeton Investment Solutions’ relationships with third-party evaluators and OCIO search consultants, with an accent on consultant coverage, due diligence, evaluation support, and institutional investment positioning. Focus on coordinating reviews and RFP/DDQ responses, building trusted TPE relationships, and aligning investment, product, risk, compliance, and legal teams on accurate and compliant communications.
Location: New York City, New York, United States; hybrid schedule with four days in the office.
Salary: $190,000–$250,000 annually, plus an annual discretionary bonus.
Company
is an asset manager providing customized investment solutions across public and private markets, including governance advice, asset allocation, portfolio construction, and manager selection.
What you will do
- Serve as the primary point of contact for OCIO third-party evaluators and search consultants.
- Build and maintain long-term relationships with TPE search and monitoring teams while understanding their coverage and approval processes.
- Manage consultant reviews, recurring evaluations, due diligence meetings, and access to investment insights and market perspectives.
- Develop professional engagement programs and contribute to ’s OCIO behavioral and experiential brand.
- Support responses to TPE DDQs and RFPs and maintain registrations across TPE databases and platforms.
- Partner with investment, product, risk, compliance, and legal teams to provide accurate, consistent, and compliant responses.
Requirements
- 5–10+ years of experience in Consultant Relations, Institutional Client Relations, Investment Consulting, or Asset Management.
- Direct experience working with investment consultants and/or OCIO search consultants.
- Strong understanding of institutional investing, asset allocation, and manager selection processes.
- Excellent written and verbal communication, active listening, and relationship-building skills.
- Agility, creativity, and resilience when handling rejection, losses, and feedback.
- Ability to work in New York City on a hybrid schedule with four days in the office.
Nice to have
- Exposure to multiple asset classes, including private markets and hedge funds.
- Experience managing multiple review cycles and TPE relationships simultaneously.
- Experience with LinkedIn Sales Navigator, digital marketing, or online community building.
Culture & Benefits
- Three weeks of paid time off during the first year.
- Medical, dental, vision, insurance, and disability benefits.
- 401(k) plan with an 85% company match on eligible contributions.
- Employee stock investment plan and access to company funds without sales charges.
- Learning assistance, career development resources, paid leave programs, and well-being benefits.
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