Job Summary

• The Senior Relationship Manager is responsible for originating, developing, and deepening relationships with institutional investors to drive sustained capital inflows and long-term asset retention.
• Responsibilities include leading end-to-end sales efforts targeting institutional investors, serving as senior relationship lead for key institutional clients, and maintaining real-time insight into client sentiment and industry trends.
• This role offers competitive compensation, annual bonus eligibility, a generous retirement plan, hybrid work schedule, health and wellness benefits, and paid time off.

Matching Summary

Salary

Base: $182,000.00 - $330,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, paid time off

Skills & Requirements

Key Requirements

• 10+ years of total relevant work experience
• Series 7 and 63 licenses
• 5+ years of experience selling to institutional clients

Work Rights