Relationship Manager, Private Equity (New York)
$131.46k - $175.77kSalesforce
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.The ExperienceOur Global Private Equity & VC Practice is transforming the way private equity firms build value for investors and their portfolio companies and transforming/scaling how Salesforce accelerates its growth by specializing in this broad horizontal sector across all our industries.We provide a unique form of strategic relationship capabilities to accelerate growth, and reduce risk. Blending analysis, vision, product-oriented thought leadership, with a focus on AI and Data, business case development and an entrepreneurial approach that enables senior Private Equity executives and their Portfolio Company Executives to rethink how quickly, easily and cost-efficiently they can achieve their strategic objectives and deliver next-generation, value creation-enhancing customer experiences across sales, service, marketing and commerce using the Salesforce platform.You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigour and a broad range of industry knowledge to drive growth. In your role, you will work to deepen PE partnerships, accelerate value creation for the PE firm and scale the broader Private Equity Practice team as we continue to grow. You will be responsible for developing unique points of view on value creation opportunities across the PE firm's portfolio, lead robust quantitative and qualitative analysis and contribute to customer-facing engagements.As a Manager, you will support the senior team in originating new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the “Best of Salesforce” product specialists, solution engineers, account teams, and industry authorities and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies. You will also help scale the practice, contributing to strategic projects and playing a coaching and leadership role to our Analyst and Associate cohort.What You'll Actually Be DoingSupport our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firmsAct as an advocate for the partnership within the Private Equity firm and at SalesforceUnderstand the Salesforce product suite and be able to conceptualize the optimal solutions to accelerate time to value in Private Equity portfolio companiesContribute to Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitionsPost announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilitiesCollaborate with our alliances and sales teams to expand the breadth and depth of our advisory partners for our Private Equity PartnersSupport the execution of the go-to-market plan for each Private Equity partner with clear success metricsAct as a connective tissue between account teams and the Private Equity Practice to accelerate opportunities and drive them to closureBe able to clearly articulate the value of Salesforce across B2B and B2C Private Equity owned portfolio companiesUnderstand the intricacies, politics, and strategies required to implement a partnership programSupport sales account managers aligned to your Private Equity partners’ portfolio companies to help them drive value creation and grow the pipelineContribute to internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadershipLeverage all the Salesforce resources needed to ensure portfolio company customer successOwn strategic projects that contribute to the overall growth and success of the Private Equity PracticeCoach and guide Analysts, Associates and Senior Associates as they begin their careers at SalesforceYou're Our Person If...5-7+ years of experience in private equity/credit, venture capital, premier consulting, investment bank, M&A, strategy, enterprise software, or digital transformationExperience influencing decisions in corporate transactions with public and private investment teamsExperience working internationally, both with international clients and on international teams.Exposure to working internationally, both with international clients and on international teams.Exposure to working at the C-level, with evidence of gaining deep insight into the business dynamics of large enterprises and across industries, as well as articulate the organisation impacts brought by technology.Exceptional communication, strategic, analytical, influencing, and consulting skills, as well as a track record of thriving in complex, multi-disciplinary teams.A high tolerance for ambiguity; ability to focus and deliver in a constantly evolving environment, take charge and make things happen.An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company’s core values and inspire others to follow and act.A superior ability to build and maintain positive working relationships.A willingness to travel on as-needed basis >30% of the time.Even Better If...Experience in M&A, corporate strategy or digital transformationExperience in a strategic business development role, preferably in the Private Equity, Venture Capital or M&A industryUnleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.
The typical base salary range for this position is $131,460 - $175,770 annually
There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $144,550 - $193,410 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process.
The range represents base salary only, and does not include company bonus, incentive for sales roles]]> <
$200k - $250k
...approach to business and relationships. We know that... ...recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role you... ...experience involving equities, bonds, or bothExcellent... ...comfort engaging with private business ownersStrong...Employment EquityPrivateFull timePart timeWork at officeLocal area$153.85k - $181k
...everyone in venture capital, private equity and private credit.... ...$185B in assets under management, with tools designed... ...just that - it’s a new category of software to... ...generation and strong relationships to enhance customer exposure... ...Francisco, CA & New York City, NYWe are hiring...Employment EquityPrivateFull timeContract workPart timeWork at office$175k - $250k
...services professionals across New York, Washington, DC, London,... ...part of our broader talent management efforts and we remain steadfast... ...closely with the Client Relationship and Supervising Partners to... ...areas, including M&A, private equity, fund formation, asset management...Employment EquityPrivatePart timeShift work- ...Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul,... ...practices in many areas, including asset management, private equity, M&A, finance, real estate, tax,... ...to strengthen Ropes & Gray's client relationships and optimize the delivery of legal services...Employment EquityPrivatePart timeWork at officeFlexible hours
$127.9k - $291.9k
...: 1406624833Location: New York, NY, US, 10001-8604Salary... ..., Wealth and Asset Management, Insurance, Real Estate... ....EY's FSO EDGE Private practice provides comprehensive... ...businesses to private equity owned companies. You'... ...effective long-term relationships and manage workflow effectively...Employment EquityPrivatePart timePrivate practiceSummer holidayLocal areaFlexible hours$132.1k - $301.6k
...: 1407091933Location: New York, NY, US, 10001-8604Salary... ..., Wealth and Asset Management, Insurance, and Real Estate... ...our dynamic FSO team!Private Tax is a growing... ...building and managing client relationships, revenue generation,... ...fund and private equity K-1sResearching tax issues...Employment EquityPrivatePart timeWork experience placementSummer holidayLocal areaImmediate startFlexible hours$117k - $190k
...values, building long-term relationships, serving society, and... ...first, listen to new and diverse ideas and... ...Treasury Relationship Manager to manage and grow a portfolio... ...insurance companies, private equity firms, asset managers,... ....SummaryLocation: New York, NYType: Full time...Employment EquityPrivateFull timeContract workPart timeWork at officeLocal areaRemote work- ...adoption. Backed by Bain Capital private equity and Orogen Group, and... ...Job DescriptionReports To: Managing Director, BFSI VerticalThe Client... ...strategies, and executive relationships for one of our most strategic... ...IT partner and identify new avenues for Brillio to partner...Employment EquityPrivatePart time
$275k - $325k
...Fortune 1000 companies and Private Equity-backed businesses unlock transformational... ...will serve as the primary relationship owner and growth driver for... ...challenges and unlock new opportunities.What You'll... ...years of experience in client management or business development...Employment EquityPrivatePart timeFlexible hours$153k - $181k
...everyone in venture capital, private equity and private credit. Trusted... ...nearly $185B in assets under management, with tools designed to... ...CFO does just that - it’s a new category of software to make... ...Carta is our most advanced relationship management team, focused on...Employment EquityPrivateFull timePart timeWork at officeShift work$157.23k - $192.17k
...thrive at every stage of your career. Try new things, learn new skills and discover... ...ICG is looking for a Vice President, Relationship Manager in our Private Capital and Global Asset Management (... ...asset-servicing solutions to private equity, private credit, venture capital,...Employment EquityPrivateFull timePart timeWork experience placementLocal areaImmediate start$140k - $190k
...approach to business and relationships. We know that... ...cultivate and commercialize new relationships. This will... ...include: Relationship Management and Business... ...investment offerings including equities, fixed income and... ...boundaries of innovation. As a private partnership, every...Employment EquityPrivateFull timePart timeWork at officeLocal areaFlexible hours$100k - $250k
...and building strategic relationships with home office relationship management, Offices of the CIO, Alternatives... ...in fixed income and equity capital markets,... ...original ideas, pioneered new markets, and provided superior... ...of the few remaining private partnerships on Wall...Employment EquityPrivatePart timeHome office- ...J.P. Morgan Private Client is more than a financial... ...it is an advice-based relationship experience, bringing clients... ..., lending, and wealth management capabilities through a... ...the launch of its new offering focusing on... ...cash and/or forfeitable equity, awarded in...Employment EquityPrivatePart timeFlexible hours
$10 per hour
...focused, enjoy building relationships and providing... ...Business Relationship Manager is for you.As a Business... ...referrals to acquire new relationships.Job ResponsibilitiesManage... ...Wealth Management and Private Bank to identify and... ...and/or forfeitable equity, awarded in...Employment EquityPrivatePart timeWork at office- ...our Investment Banking and Private Capital Markets clients.... ...Capital Market (Private Equity, Direct Lending, Real Estate... ..., existing client relationships, phone prospecting, and email... ...email.Continually, develop new prospects to build and manage a sustained pipeline of...Employment EquityPrivateFull timePart timeLocal areaRemote workFlexible hours
$160k - $215k
...conversations around diversity, equity and inclusion. Fitch’s... ...this journey. Business Relationship Management – US Investor Development Team... ...Director based out of our New York or Chicago office. As... ...investors Knowledge of private placements, middle market corporates...Employment EquityPrivateTemporary workWork at officeImmediate start3 days per week$160k - $200k
...$200000LocationManhattan, New York, NY, USAContractPermanentIndustryAccountancy... ...@oliverjames.com Senior Manager, Private EquityA leading private... ...Manager to oversee private equity fund accounting operations... ...teams and managing client relationships.CPA qualification preferred...Employment EquityPrivatePart time$175k - $215k
...approach to business and relationships. We know that supporting your... ...& Banking Relationship Manager in our New York office. You will be responsible... ...Firm's relationships with privately owned businesses and their... ...lending, private equity, corporate governance, and...Employment EquityPrivateFull timePart timeWork at officeLocal area$150k - $190k
...premier investment and wealth management firm with a commitment to... ...happening around the world.Relationship Manager Fiduciary Trust International... ...Manager to join our New York relationship management team... ...business: Develop and maintain private client relationships,...PrivateFull timePart timeWork at officeLocal area$160k - $250k
...Senior Relationship ManagerAbout MillenniumMillennium is... ...collaboration, disciplined risk management and continuous... ...and execution of new and complex investment... ...senior leaders across Equities, Fixed Income, Credit,... ...which is specific to New York and may change in the...Employment EquityPart time$229k - $343k
...messaging app that enhances your relationships with friends, family, and the... ...digital services.We’re looking for a Manager, Client Partner to join Snap Inc... .... This position is eligible for equity in the form of RSUs.SummaryLocation: New York, New York; Seattle, Washington;...Employment EquityFull timePart timeLive inWork at officeLocal area$176.72k - $265.08k
...Posted: 2026-07-11Location: New York, New York, United... ...00 - $265 080,00Category: Private Client Product Services, Professional... ...coverage across private equity, private credit, real... ...Counselors, and external managers to deepen relationships, expand AUM, and support high...Employment EquityPrivateFull timePart time$250k - $260k
...has deep senior-level relationships across the capital markets... ...expertise in both private and public markets, we... ...places private debt and equity capital on behalf of... ...companies, hedge funds, asset managers, and family offices;... ...12682SummaryLocation: New York, NY, USAType: Full...Employment EquityPrivateFull timePart timeWork experience placement$200k - $250k
...independent investment management and strategic advisory... ..., all of whom are equity owners of the firm. Abu... ...London | Nashville | New York | North Carolina | San... ...Investment Officer for our Private Client Business. Due... ...all aspects of client relationships, including trading, reporting...Employment EquityPrivateFull timeTemporary workPart timeH1bWork at officeWorldwide$151.2k - $304.2k
...practice servicing both corporate and private equity clients. Our wholistic M&A group services... ...Deal Services Directors will lead and manage multiple challenging financial due diligence... ...performance.SummaryLocation: New York; San Francisco; BostonType: Full time...Employment EquityPrivateFull timePart timeWork experience placementInternshipLocal area$150k - $225k
...Healthcare Corporate Title Associate Location New York Overview Our Investment Banking & Capital... ...'s largest and most successful debt and equity capital markets platforms. Our range of... ...and valuation analyses on public and private companies. Performing in-depth company and...Employment EquityPrivateWork at office$135k - $180k
...that allow you to hone existing skills and learn new ones Role summary:The Private Client Relationship Manager role is responsible for the day-to-day management... ...Occasional travel required.Co-located with Practice.New York Base Salary Range: $135,000 - $180,000“I can apply...PrivateFull timeTemporary workPart timeLocal areaFlexible hours$176.72k - $265.08k
...: 2026-07-13Location: New York, New York, United StatesSalary... ...$265,080.00Category: Private Client Product... ...Responsible for handling staff management issues, including... ...Investments (Private Equity, Real Estate and Hedge... ...preferredSales and relationship management skills including...Employment EquityPrivateFull timePart time$120k - $145k
...disruptors in the life sciences, private equity, real estate, technology and... ...forward-thinking peers.The Manager, Client Development – IP... ...initiatives, and strengthen client relationships, while ensuring alignment... ...Dc: $120,000 - $145,000 | New York: $130,000 - $150,000 | San...Employment EquityPrivateFull timeContract workPart timeWork at office
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