Relationship Associate


Division

Financial Services

Location

New York, New York

Employment Type

Permanent



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A globally-recognized, $30B Sustainable Investment Firm is looking for a Relationship Management Associate to help support their rapidly growing Sales & Business Development teams! 

Job Description:


Compensation : $120000 - $150000
Job ID : 14363

 

This role will support a lean sales team in a very collaborative environment, as this fund focuses on ESG, growth-equity investing. This person will have a fundraising track available to them if they want to pursue that path, and will partner with a number of teams internally.

  • Undertake sales support activity, collating information for pitches, data specific queries, respond to emails from clients linking up with the RFP performance management, client reporting and marketing teams where appropriate
  • Develop close working relationships with existing clients at all levels.
  • Conduct market and sales research of prospects, consultants and clients

Job Requirements:


 

  • 3-5 years experience in financial services in a client service, relationship management or investor relations capacity.
  • Series 7 and 63 accreditations preferred

 

Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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