Develop, track and report on relationship strategy/results for assigned portfolio. Contribute to the development of team/unit metrics, dashboards and roadmaps. Contribute to the development of overall RM strategies for the unit. Work with other relationship managers and/or marshal firm-wide resources (global client management, marketing, legal, compliance, etc.) to ensure that sales priorities and client needs are being addressed. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Extensive work experience preferred. Financial Services experience with a particular client type or product (ETFs, Digital Assets, Private Markets) preferred as is prior experience in sales, relationship management, consulting client services or account management. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
