Sub Advisory Client Relations Manager, VP-SVP

Sub Advisory Client Relations Manager, VP-SVP – Global Client Relations – New York PineBridge Investments, A MetLife Investment Management company. MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025. MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform. Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs. What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management. The role will be based in New York with the expectation of a hybrid work model. The Vice President or Senior Vice President, Client Relations Manager, will be responsible for managing and expanding existing strategic intermediary and institutional relationships with a focus for Americas Retail and Intermediary Business, with a focus on sub-advisory 40-Act relationships, wealth platforms and asset aggregation partners. This role blends strategic relationship management, advance client servicing, distribution support and sales influence, serving as a senior point of contact for all clients across the channel. The individual will contribute to retention, asset growth and platform penetration efforts across the channel. This role will serve as an ambassador and client advocate within the firm, ensuring seamless representation of our organization to clients. This role will oversee the full client life cycle, acting as the lead liaison between clients and internal investment, distribution, product and operational teams. The role will touch all asset classes and requires an advanced understanding of the asset management business given the added complexities of supporting intermediary clients. The Client Relations Manager will possess advanced knowledge across asset classes (e.g., public fixed income, equities, private markets, multi-asset) and across investment vehicles (e.g., mutual funds, ETFs, closed-end funds, CITs, SMAs). The Client Relations Manager reports directly to the Head of Americas Client Relations with a functional reporting line into the Head of Intermediary & Retail, Americas. A dedicated Associate will report into the Client Relations Manager. Primary Responsibilities: Strategic Relationship Management • Serve as the senior relationship manager for key sub-advisory, intermediary and institutional distribution partners • Own day-to-day and strategic relationships with assigned clients o Wirehouse platforms o Large RIAs and RIA aggregators o Insurance and retirement platforms • Lead & coordinate quarterly and annual business reviews • Develop and execute strategic account plans in partnership with sales leadership and consultant teams • Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel. • Act as the primary coverage person for assigned intermediary relationships • Build long-term strategic partnerships to increase assets and retention • In collaboration with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth Client Service, Communication, Reporting • Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution) • Lead/assist with meeting preparation, execution, and follow-ups • Ensure consistent and proactive communication with clients regarding market developments and firm updates • Lead/oversee deliverables including reporting, performance updates, investment commentaries, presentations, compliance certifications, RFPs, due diligence questionnaires (DDQs) and platform/account-related requests Internal collaboration • Close coordination and collaboration with the senior operations, compliance, legal, product and investment teams • Partner with sales and product specialists Market Intelligence & Business Tracking • Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce) • Ensure CRM is kept up to date across organizations, contacts, Business at Risk, new opportunities, and account change management • Monitor industry trends across institutional and intermediary distribution channels. Qualifications & Requirements: Education & Certifications: • Bachelor’s degree required; MBA or CFA strongly preferred. • FINRA licenses (Series 7 and 63/65 or 66) • 8–12 years of experience in relationship management or client service management within the asset management industry • Proven success managing large, complex institutional relationships and driving asset growth • Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants Skills & Competencies: • Deep understanding of institutional investment products and solutions across asset classes • Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs) • Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures. • Ability to manage complex sales cycles and navigate multi-stakeholder environments • Excellent communication, collaboration, presentation, negotiation, and relationship-building skills • Team player with flexibility to adapt • Strategic mindset with strong commercial acumen • Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports. Knowledge of Salesforce a plus. Location/Travel: • Location: New York, NY (3 days / week in-office) • Periodic presence in satellite Philadelphia & NJ Offices • 10 - 15% Travel for client meetings, conferences and/or team support About PineBridge PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award. Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent. Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots. *Salary Range: $180,000-$240,000 annually + bonus + benefits *The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors. PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work. #LI-hybrid Instances of Fraudulent Job Offers It has recently been brought to our attention that there have been instances of fraudulent job offers, purporting to be from PineBridge Investments or its affiliate companies. The individuals or organizations sending these false employment offers may pose as a PineBridge recruiter or human resources representative and request personal information, purchasing of equipment or funds to further the recruitment process. They may even provide documentation in furtherance of their fraudulent attempts. How to Identify if the Offer Received Was Made by PineBridge: Here are a few ways to identify whether the offer you may have received is from PineBridge Investments: PineBridge applicants are required to apply via our official company and affiliate country websites (career site or campus site). Any request to apply to a job that does not lead back to one of these sites is likely to be fraudulent. Hiring process related travel will be booked through our travel agency at our expense and at our direction. If you are being asked to pay to book travel as a part of an interview process, it is likely to be fraudulent. PineBridge only utilizes PineBridge.com domains for email accounts (View email address on click.appcast.io). Any contact by an email that does not use exactly that domain is likely fraudulent. During the selection process we will require one or more interviews that are conducted either face-to-face or virtually with employees of the company. Any offer of employment that is unsolicited or does not involve an interview process is likely fraudulent. PineBridge does not ask the applicant for information related to bank accounts, credit cards, or other financial accounts prior to a signed, official offer letter of employment. If you are being asked for this information earlier in the process, it is likely a fraudulent request. How to Report a Fraudulent Offer: You may report any such behavior via View email address on click.appcast.io. If you have been defrauded or suspect identify theft as a result of an employment scam, please contact your local law enforcement agency for guidance. About PineBridge Investments: PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 December 2024, the firm managed US$190.3 billion across global asset classes for sophisticated investors around the world. For five consecutive years (2020-2024), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.