Investment Relationship Manager Jobs in New York, NY

Lead the charge in acquiring and managing small business relationships, collaborating with financial advisors to deliver tailored financial solutions. Drive business development and ensure exceptional...

Create exceptional client experiences by managing complex wealth relationships, developing tailored financial plans, and coordinating cross-departmental services to drive satisfaction and business gro...

Join a team that's driving financial excellence by optimizing revenue processes, ensuring accuracy in reporting, and collaborating across departments to enhance scalability and efficiency in a dynamic...

Join a team that drives investment accounting excellence through analysis, reconciliation, and reporting. Support diverse financial needs and collaborate with stakeholders, ensuring compliance with re...

Help us manage client relationships by preparing materials, handling requests, and collaborating with portfolio managers. You will enhance client interactions and support investment strategies while e...

Engage in critical fundraising activities, supporting senior teams in capital raising from institutional investors. Lead preparation of marketing materials and client communications while gaining valu...

Join a team that's dedicated to enhancing investor data integrity and research quality. Collaborate across functions to leverage AI and improve workflows while maintaining high standards in the altern...

Join a team that's dedicated to expanding client relationships in the RIA, Bank & Trust, and Family Office sectors. Leverage your consultative skills to position investment solutions and enhance asset...

Elevate client relationships by coordinating complex account administration, resolving issues, and enhancing service efficiency. Collaborate with teams to ensure seamless execution of client servicing...

Lead the charge in driving new business growth within the Private Equity sector. Build relationships with investment professionals, manage the sales cycle, and demonstrate how our research solutions e...

Drive exceptional service and operational efficiency for broker-dealer clients by leading strategic initiatives, enhancing client relationships, and managing projects that optimize their overall exper...

Champion the launch of innovative private funds, coordinating across teams to ensure operational readiness and compliance. Drive product strategy while managing complex workstreams in both traditional...

Join a team that's dedicated to enhancing client relationships and supporting the US Sales Team. You'll manage client inquiries, maintain CRM records, and coordinate strategic initiatives to drive eff...

Lead the charge in delivering exceptional service to private clients, fostering strong relationships, and mentoring team members while managing renewals and identifying sales opportunities in a dynami...

Transform client relationships by providing exceptional service and guidance. Collaborate with a dedicated team to optimize private client practices while mentoring associates and managing renewals, e...

Lead strategic finance initiatives by enhancing budgeting, forecasting, and reporting processes. Collaborate with cross-functional teams to drive financial performance and support decision-making thro...

Drive the evolution of proprietary applications for Fixed Income Index portfolio management, collaborating with cross-functional teams to deliver scalable technology solutions that enhance investment...

Unlock potential by becoming a trusted advisor to private clients, delivering exceptional service and guidance. Collaborate with a dedicated team, manage renewals, and drive growth while mentoring ass...

Unlock your potential as you evaluate and enhance fixed income strategies, utilizing advanced analytical tools to drive investment decisions and support growth in a dynamic team environment. Join us i...

Champion client relationships by delivering expert guidance in mutual funds. Enhance client retention through strategic communication and proactive service adjustments while collaborating across depar...

Develop deep client relationships and drive mutual fund strategies. Leverage your industry expertise to enhance services, support asset growth, and ensure a top client experience while managing multip...

Empower clients as a trusted advisor, leveraging expertise in mutual funds to enhance relationships, maximize retention, and drive growth while navigating complex financial landscapes...

Advance your career by supporting private credit investments and portfolio management. Collaborate with a high-performing team to analyze opportunities, conduct due diligence, and enhance your skills...

Shape impactful relationships with Investment Grade Banking professionals to drive revenue and enhance Fitch's market position. Collaborate with global teams to tailor strategic outreach and marketing...

Champion client relationships by advising high-net-worth families, understanding their unique needs, and driving business growth through strategic networking and collaboration with investment and advi...