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Relationship Manager - Asset Management Clients

Job in Syracuse, Onondaga County, New York, 13201, USA
Listing for: PassFort
Full Time position
Listed on 2026-06-26
Job specializations:
  • Sales
    Business Development, Client Relationship Manager, B2B Sales
  • Business
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 113200 - 162400 USD Yearly USD 113200.00 162400.00 YEAR
Job Description & How to Apply Below

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it.

We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills & Competencies
  • 7+ years of experience selling into large asset managers or other complex solution‑selling situations
  • Ability to sell using a needs/solutions‑based approach
  • Ability to influence key decision makers throughout the full sales cycle
  • Strong presentation and negotiation skills, with outstanding client relationship management experience
  • Strong oral and written communication skills
  • Creative problem‑solving skills with the ability to diagnose issues and develop solutions
  • Ability to multi‑task and meet short deadlines
  • Ability to work independently and within a team environment, with strong focus and attention to detail
Education
  • Bachelor’s degree in Finance, Economics, Accounting, or a related area required
Responsibilities

This Relationship Manager role is pivotal for driving growth within our asset management client segment. You will manage a portfolio of large, strategic clients across the United States and Canada, applying expertise to develop and nurture long‑term relationships. In this role, you'll play a central part in implementing Moody’s strategy to empower asset managers to leverage proprietary data and analytical tools—helping them mitigate risk, identify alpha, and navigate an evolving investment environment across the Private Credit ecosystem, particularly as it intersects with GenAI technologies.

As a key contributor to the sales team, you will leverage your deep understanding of the asset management industry to up‑sell and cross‑sell Moody’s comprehensive suite of products and services, collaborating closely with internal partners to deliver holistic client solutions.

  • Manage full lifecycle sales processes, including identifying and initiating new opportunities through prospecting and existing client relationships
  • Conduct sales presentations and negotiate contracts
  • Illustrate a deep understanding of client decision‑making approaches, priorities, and requirements
  • Manage sales cycles and coordinate with Domain Sales Specialists, Solution Specialists, and Industry Practice Leads as needed
  • Provide accurate forecasts and pipeline updates to management
  • Meet established revenue targets while strengthening and expanding customer relationships
  • Generate new revenue from research, products, and service solutions, while defending and growing existing revenue streams
  • Represent the company at industry and company‑sponsored events
  • Travel up to 40%
About The Team

We strive to be a world‑class sales organization with our customers’ needs at the center of everything we do. Our client base spans banks, financial institutions, insurance companies, asset managers, government institutions, corporates, and professional services firms. As the bridge between our product teams and customers, we cultivate mutually rewarding relationships that enable us to deliver the right solution for every client challenge.

We are a motivated, curious, and highly collaborative team—letting our passion drive our business forward.

For US‑based roles only: the anticipated hiring base salary range for this position is $ - $, depending on factors such as experience, education, level, skills, and location. This range is based on…

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