Relationship Manager
Associate Director, Relationship Manager
We are looking for an experienced and dynamic professional to join our Private Wealth Solutions team. This role will be responsible for managing investor engagement, coordinating with financial technology and custodial platforms, and supporting strategic marketing and operational initiatives. The ideal candidate will be a strong communicator and collaborator, capable of working across departments and with external partners. We are committed to fostering an inclusive environment that values diverse perspectives and experiences.
Key Responsibilities:
Investor Engagement & Platform Coordination
- Act as the primary point of contact for platform sponsors across various distribution channels
- Serve as a liaison between investors, internal departments, and home office representatives
Fintech & Operational Oversight
- Manage relationships with fintech providers and consultants, including adoption, lead generation, and platform updates
- Oversee client onboarding and transaction processing across platforms and custodians
Marketing & Strategic Initiatives
- Execute go-to-market strategies with a focus on client segmentation and data analysis
- Collaborate with marketing, product, and RFP teams to refine messaging and materials
Qualifications:
- Minimum of 5 years of experience in investor relations, fintech platform management, or private wealth services
- Strong interpersonal skills and ability to work with senior leadership and external stakeholders
- Familiarity with alternative investments, wealth management, and fintech ecosystems is preferred
- Experience with client onboarding, investor communications, and data segmentation is a plus
- Excellent strategic thinking, relationship management, and cross-functional collaboration skills
FAQs
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