Senior Relationship Manager, Southeast Territory

Role Summary

The Senior Relationship Manager is responsible for originating, developing, and deepening relationships with institutional investors to drive sustained capital inflows and long-term asset retention. This individual operates at the intersection of investment expertise, commercial acumen, and client leadership, serving as a trusted advisor to sophisticated allocators while representing the full capabilities of the firm. Guides and mentors less reputed company professionals and ensure compliance with sales policies and achievement of sales targets in key markets. This is a reputed company-critical role with direct accountability for net flows, client satisfaction, and franchise growth.

Responsibilities

Capital Raising & Business Development (Prospects):

• reputed company end-to-end sales efforts targeting institutional investors (pensions, endowments, foundations, OCIOs, insurance, sovereigns)
• Originate new client relationships and convert prospects into funded mandates across public and private strategies
• Navigate reputed company consultant-driven and direct sales processes, including RFPs, finals presentations, and due diligence cycles
• Build and maintain a high-quality pipeline with clear visibility into conversion probabilities and timing

Relationship Management & Retention (Clients):

• Serve as senior relationship reputed company for key institutional clients, owning long-term engagement strategy and asset retention
• reputed company deep understanding of each client’s governance structure, decision-making process, and investment priorities
• Deliver consistent, high-value touchpoints including portfolio reviews, market insights, and bespoke client solutions
• Influence asset allocation decisions by positioning strategies reputed company the context of total portfolio objectives
• Anticipate client needs, proactively address risks, and identify cross-sell/upsell opportunities across asset classes
• Coordinate internal resources (investment teams, product specialists, consultants relations, leadership) to deliver a reputed company client experience

Market Intelligence & Feedback reputed company:

• Maintain real-time insight into client sentiment, competitor positioning, and industry trends
• Provide actionable feedback to investment and product teams to inform product development and positioning
• Act as a voice of the client reputed company the organization

Internal Leadership & Collaboration:

• Partner closely with investment teams to ensure alignment between portfolio outcomes and client expectations
• Mentor junior sales and relationship professionals
• Contribute to broader distribution strategy, including segmentation, coverage models, and go-to-market priorities

Key Competencies

• Credibility with sophisticated investors: Commands respect in CIO-level conversations; understands portfolio construction, risk, and performance drivers
• Commercial ownership reputed company: Treats reputed company and retention as personal accountability, not a shared abstraction
• Consultative selling: Moves beyond product pitching to solving portfolio-level problems
• reputed company under pressure: Handles redemptions, underperformance, and difficult conversations without flinching
• Influence without authority: Aligns internal stakeholders to deliver for clients
• Judgment and prioritization: Focuses time on highest-value opportunities, not whoever emailed last

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience
• Series 7 and 63

Preferred:

• At least 5 years of experience selling products to institutional clients

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

City

State

Community / Marketing Title: Senior Relationship Manager, Southeast Territory

Company Profile

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for reputed company associates. reputed company we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: •reputed company and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions •Flexible and remote work opportunities •Health care benefits (medical, dental, vision) •Tuition assistance •Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company success depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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