Sub Advisory Client Relations Manager, VP-SVP – Global Client Relations – New York
PineBridge Investments, A MetLife Investment Management company.

The role will be based in New York with the expectation of a hybrid work model.

PineBridge Investments is seeking a Vice President or Senior Vice President, Client Relations Manager, will lead client activity for Americas Retail and Intermediary Business, including 40-Act sub-advisory relationships. The role focuses on retaining, strengthening, and together with the broader sales team, expanding relationships with existing clients while coordinating internal activities to ensure seamless representation of our organization to clients.

This role will serve as an ambassador and client advocate overseeing the full client life cycle, client needs & mandate expansion opportunities. The role will touch all asset classes and requires an advanced understanding of the asset management business given the added complexities of supporting intermediary clients. The Client Relations Manager will possess advanced knowledge across asset classes (e.g., public fixed income, equities, private markets, multi-asset) and across investment vehicles (e.g., mutual funds, ETFs, closed-end funds, CITs, SMAs).

The Client Relations Manager reports directly to the Head of Americas Client Relations with a functional reporting line into the Head of Intermediary & Retail, Americas. A dedicated Associate will report into the Client Relations Manager.

Primary Responsibilities:

Strategic Relationship Management
• Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel.
•Act as the primary coverage person for assigned intermediary relationships
•Build long-term strategic partnerships to increase assets and retention
•In collaboration with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth

Client Service, Communication, Reporting
•Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution)
•Lead/assist with meeting preparation, execution, and follow-ups
•Ensure consistent and proactive communication with clients regarding market developments and firm updates
•Lead/oversee deliverables including reporting, performance updates, and investment commentary, RFPs, due diligence questionnaires (DDQs) and platform/account-related requests

Internal collaboration
•Close coordination and collaboration with the senior operations, compliance, legal, product and investment teams
•Partner with sales and product specialists

Market Intelligence & Business Tracking
•Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce)
•Ensure CRM is kept up to date across organizations, contacts, Business at Risk, new opportunities, and account change management
•Monitor industry trends across institutional and intermediary distribution channels.

Qualifications & Requirements:

Education & Certifications
•Bachelor’s degree required; MBA or CFA strongly preferred.
•FINRA licenses (Series 7 and 63/65 or 66)
•8–12 years of experience in relationship management or client service management within the asset management industry
Skills & Competencies
•Proven success managing large, complex institutional relationships and driving asset growth
•Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants
•Deep understanding of institutional investment products and solutions across asset classes
•Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs)
•Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures.
•Ability to manage complex sales cycles and navigate multi-stakeholder environments
•Excellent communication, collaboration, presentation, negotiation, and relationship-building skills
•Team player with flexibility to adapt
•Strategic mindset with strong commercial acumen
•Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports. Knowledge of Salesforce a plus.

Location/Travel:
•Location: New York, NY (3 days / week in-office)
•Periodic presence in satellite Philadelphia & NJ Offices
•10 - 15% Travel for client meetings, conferences and/or team support

*Salary Range: $180,000-$240,000 annually + bonus + benefits
*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

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