VP​/SVP - Relationship Manager; Wirehouses & RIAs

A $100 Billion asset manager is looking for a senior relationship professional to lead and expand partnerships with its largest institutional and intermediary distribution channels. Based in New York with a hybrid schedule, this high-impact role acts as the primary lead for premier wirehouses, large RIAs, and retirement platforms to drive long-term asset growth and retention. The ideal candidate brings a strategic mindset, active FINRA licenses, and a proven track record of managing multi-stakeholder relationships and complex fund solutions within the asset management industry.

• In Office Policy: 3 Days In the Office.
• Serve as the senior relationship lead for major institutional and intermediary distribution partners (including RIAs, wirehouses, and insurance/retirement platforms), developing strategic account plans to drive long-term asset growth and retention.
• Deliver high-touch, proactive client service from onboarding through ongoing support, leading business reviews, market updates, and the delivery of critical reporting, performance commentaries, and DDQ/RFP requests.
• Partner closely with internal sales, product specialists, operations, legal, and investment teams to ensure seamless service delivery and alignment on distribution strategies.
• Monitor industry trends across distribution channels and maintain rigorous data integrity within Salesforce to accurately track pipeline, client engagement, and new business opportunities.

• 8–12 years of client service or relationship management experience within asset management, backed by a Bachelor’s degree (MBA/CFA preferred) and active FINRA Series 7 and 63/65 or 66 licenses.
• Deep knowledge of institutional investment products, US 40-Act fund structures (open/closed-end, ETFs), and major intermediary platforms, including wirehouses, RIAs, retirement platforms, and manager research gatekeepers.
• Proven track record of managing complex, multi-stakeholder institutional relationships, navigating long sales cycles, and driving asset growth using strong negotiation and presentation skills.
• Highly proficient in MS Office (Excel/PowerPoint) and CRM tools like Salesforce; based in the New York area with a hybrid office schedule (3 days/week) and flexibility for 10–15% regional travel.

Disclosure:
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.