Wealth Channel Relationship Manager

Responsibilities

• Identify and build relationships in private banking and wealth management networks.
• Deepen connections, originate new opportunities, and guide clients through diligence and onboarding.
• Develop a deep understanding of Two Sigma’s outstanding vision and offerings to effectively position Two Sigma as a truly differentiated investment manager.
• Anticipate the complex financial needs of the client and offer solutions through a range of products, informed by rigorous client profiling.
• Provide regular beneficial engagement - High touch, face-to-face meetings at client's preferred location, consistent communication, access to firm content and resources.
• Proactively source, acquire and expand high-value relationships by maximizing sales and service opportunities.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.

Qualifications

• 5+ years of previous experience in institutional money management, investment consulting, or wealth management.
• Demonstrated experience covering UHNW, private bank, and/or family office channels is strongly preferred.
• Bachelor's/ Bachelor's degree with a strong academic record.
• Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts.
• Strong verbal and written communication skills, including the ability to present to sophisticated investors.
• Highly organized with strong attention to details.
• Self-starter approach, with an ability to solve problems with appropriate oversight and direction.
• Basic understanding of investment and planning strategies preferred, including alternatives, tax-aware investing and multi-asset portfolio construction.

Benefits

• Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance.
• Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms.
• Learning: Tuition reimbursement, conference and training sponsorship.
• Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves.
• Hybrid Work Policy: Flexible in-office days with budget for home office setup.

Pay

The base pay for this role will be between $175,000 and $250,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.