Sub Advisory Client Relations Manager, VP-SVP

Primary Responsibilities

• Strategic Relationship Management
• Serve as the senior relationship manager for key sub-advisory, intermediary and institutional distribution partners
• Own day-to-day and strategic relationships with assigned clients
• Wirehouse platforms
• Large RIAs and RIA aggregators
• Insurance and retirement platforms
• Lead & coordinate quarterly and annual business reviews
• Develop and execute strategic account plans in partnership with sales leadership and consultant teams
• Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel
• Build long-term strategic partnerships to increase assets and retention
• In collaboration with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth
• Act as the primary coverage person for assigned intermediary relationships
• Internal collaboration
• Closely coordinate and collaborate with the senior operations, compliance, legal, product and investment teams
• Partner with sales and product specialists
• Market Intelligence & Business Tracking
• Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce)
• Ensure CRM is kept up to date across organizations, contacts, Business at Risk, new opportunities, and account change management
• Monitor industry trends across institutional and intermediary distribution channels

Qualifications & Requirements

• Education & Certifications
• Bachelor’s degree required; MBA or CFA strongly preferred
• FINRA licenses (Series 7 and 63/65 or 66)
• 8–12 years of experience in relationship management or client service management within the asset management industry
• Proven success managing large, complex institutional relationships and driving asset growth
• Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants
• Skills & Competencies
• Deep understanding of institutional investment products and solutions across asset classes
• Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs)
• Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures
• Ability to manage complex sales cycles and navigate multi-stakeholder environments
• Excellent communication, collaboration, presentation, negotiation, and relationship-building skills
• Team player with flexibility to adapt
• Strategic mindset with strong commercial acumen
• Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports
• Knowledge of Salesforce a plus