Vice President, Global Strategic Accounts, Senior Relationship Manager

About the Role

Represent Cohen & Steers within the home office of key national client firms, focused on establishing strategic relationships and enhancing the brand. Responsible for developing and driving distribution strategy and execution across the full client value chain. Expected to take a proactive approach to client engagement to win new mandates (platform placements, research recommendations, and model allocations), maintain existing positions, and grow platform-level assets and market share.

Responsibilities

• Establish trust with clients to enhance relationships and encourage confidence in the firm; raising and retaining assets
• Develop, communicate, and implement a holistic, data-informed firm-level business strategy inclusive of generating direct sales, establishing increased visibility within the system, and directing a segmented digital marketing plan
• General support of account management activities across research, due diligence, CIO office, product, and all other key centers of influence
• Preparation of client meeting materials
• Follow up on action items identified through client meetings and calls
• Execute on client contract amendments, negotiations, and execution
• Develop and maintain a high level of knowledge of the firm’s products and their relevance to the client base; maintain high responsiveness to all client requests
• Establish productive working relationships with both internal and external partners
• Liaise with various internal teams including Investments, Sales, Product Solutions, Finance, Legal & Compliance, and Marketing to provide deliverables to the client

Requirements

• Bachelor’s degree
• Series 6 or 7 license, Series 63
• 10+ years of relevant experience within the Financial Services industry
• CFA or CAIA designation preferred
• NYC-based
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Agrees to comply with the firm’s hybrid work policy, which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted

Skills

• Excellent communication skills – written and verbal
• Relationship and sales success in alternatives, private real estate, private equity, real assets, closed-end funds, ETFs
• Deep knowledge of the broker/dealer and investment advisor community, with experience covering wirehouse relationships
• Established senior-level relationships and influence within the broker/dealer community
• Strong interest and knowledge of financial markets and investing
• Strong influencing and presentation skills
• High standard of analytical and written work
• Displays energy, enthusiasm, drive, and perseverance
• Team-oriented and inclusive of all perspectives
• High level of competency in PowerPoint, Excel & Word
• Flexible and willing to adapt within a quickly shifting market landscape

Pay

Estimated salary: $175,000 - $190,000

Schedule

Hybrid work policy requiring four (4) days per week in the New York City office and one (1) remote workday permitted.

Working Conditions

Travel varies from 25% upward (depending on time of year and client opportunity).