Relationship Manager, Strategic RIA Group (Northeast)
ROLE: Regional RIA Specialist (Northeast)
Overview:
A large traditional asset manager is seeking a senior professional to lead engagement with its most sophisticated Registered Investment Advisors (RIAs) and Family Offices across the Northeast region. This individual will be responsible for building senior-level relationships and positioning the firm's investment capabilities-particularly fixed income strategies, with complementary experience in alternatives. This person will sit remotely in their territory.
Responsibilities:
- Develop and execute strategies to grow relationships with high-value RIAs and Family Offices across the Northeast.
- Build and maintain senior-level relationships with firm leadership, CIOs, research teams, and due diligence professionals, articulating the firm's investment capabilities and long-term value proposition.
- Identify and deploy resources-including investment professionals-to position the firm for success within complex advisory organizations.
- Monitor industry trends and competitive dynamics to identify new opportunities and inform strategic initiatives.
- Manage relationship economics and communicate insights, risks, and opportunities to internal stakeholders.
- Drive product endorsements, map decision-making structures, and collaborate with sales teams to monetize opportunities.
- Represent the firm at industry conferences and client events, acting as a trusted advisor on market and competitive themes.
Qualifications:
- 10+ years of experience in asset management, with deep knowledge of fixed income strategies; experience in alternatives preferred.
- Proven success in RIA or family office coverage, with strong understanding of advisory platforms and distribution models.
- Exceptional communication and presentation skills, with the ability to influence senior stakeholders.
- Strong grasp of capital markets and investment fundamentals.
- Highly organized, proactive, and collaborative, with strong strategic and execution capabilities.
- Bachelor's degree required; Series 7 license preferred.
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