Relationship Manager Intermediary
We are looking for an experienced relationship manager to partner with our sub advisory distribution teams in the field meeting with financial advisors. Candidate should be able to represent our multiple boutique affiliates with expertise in both Fixed income and Equity asset classes
Your opportunity The Relationship Manager is responsible for developing and deepening Sub Advisor relationships by servicing and working with the field sales teams calling upon financial advisors from various Intermediary platforms. The goal is to retain and grow Vontobel multi boutique solutions and improve product positioning by understanding each advisors investment process, identify product placement opportunities, and effectively communicate each boutiques investment product value proposition
The Relationship Manager must have a high level of professionalism and diligence in meeting client expectations. This will be essential to increasing the quantity and quality of effective partnerships. This position will be focused, but not limited to; Sub Advisory prospect s and is part of the Vontobel Asset Management North American Sales organization. This position reports to the Head of Intermediary Sales who is located in New York
- Bachelor's degree required.
- Emphasis on Fixed Income, Equity and Multi Asset investments
- This position requires a minimum of 7-10 years' experience in the Intermediary distribution marketplace
- The position requires client relationship skills, knowledge of investments, retirement products and services,
- Strong organizational and time management skills.
- Strong negotiation, influencing, communication and presentation skills
- Series 7 and 66 (or equivalent 65 & 63 ) licensees.
- This position requires travel.
Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.
If you have any question you can contact us through our contact form .