Sub Advisory Client Relations Manager, VP-SVP

Vice President or Senior Vice President, Client Relations Manager – Global Client Relations – New York, NY (hybrid work model).

Lead client activity for the Americas Retail and Intermediary Business, managing over 40 sub‑advisory relationships. Focus on retaining, strengthening, and expanding relationships with existing clients while coordinating internal activities to ensure seamless representation of Pine Bridge to clients.

Client Relations Manager reports directly to the Head of Americas Client Relations and has a functional reporting line into the Head of Intermediary & Retail, Americas. A dedicated Associate will report into the Client Relations Manager.

• Develop and maintain senior‑level relationships with institutional intermediary clients, including a significant focus on the traditional sub‑advisory channel.
• Act as the primary coverage person for assigned intermediary relationships.
• 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.

• Deliver high‑touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution).
• Lead/assist with meeting preparation, execution, and follow‑ups.
• Ensure consistent and proactive communication with clients regarding market developments and firm updates.
• Lead/oversee deliverables including reporting, performance updates, investment commentary, RFPs, due diligence questionnaires (DDQs) and platform/account‑related requests.

• Close coordination and collaboration with the senior operations, compliance, legal, product and investment teams.
• Partner with sales and product specialists.

• Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (Sales Force).
• 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.

• Bachelor’s degree required; MBA or CFA strongly preferred.
• FINRA licenses (Series7 and 63/65 or66).
• 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.
• 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.

• New York, NY (3 days/week in‑office).
• Periodic presence in satellite Philadelphia & NJ offices.
• 10–15% travel for client meetings, conferences, and/or team support.

• Competitive salary range: $180,000–$240,000 annually + bonus + benefits.
• Family‑friendly benefits including comprehensive healthcare, back‑up childcare program, flexible work arrangements, competitive retirement plan, and tuition reimbursement.
• Professional development opportunities.
• Equal opportunity employment; commitment to an inclusive workplace free from harassment and discrimination.

Salary range is $180,000–$240,000 annually + bonus + benefits. The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll…