Sales & Relationship Management Associate

Job Description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as a Sales & Relationship Management Associate.

Responsibilities:

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• Assist with ongoing communication and relationship coverage for current and prospective institutional clients.
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• Coordinate responses to client inquiries and provide relevant updates regarding investment offerings and organizational developments.
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• Support client engagement initiatives, business development efforts, and the preparation of related materials.
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• Help maintain organized processes for prospecting, relationship tracking, and new product initiatives.
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• Develop knowledge of the organization’s investment strategies and the broader financial markets.
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• Research client organizations to better understand their objectives, structures, and investment needs.
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• Collaborate with colleagues across the organization to complete near-term deliverables and longer-term projects.
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Qualifications:

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• Bachelor’s degree required.
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• 2–4 years of experience in financial services, preferably within investor relations, client service, business development, or a related function.
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• Familiarity with investment products, capital markets, and financial terminology.
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• Strong written and verbal communication skills.
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• Excellent organization, project management, and attention to detail.
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• Ability to manage competing deadlines and balance day-to-day responsibilities with ongoing initiatives.
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• Collaborative and professional, with the ability to work effectively across teams and levels of seniority.
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• Proactive, commercially oriented, and interested in continued professional development.
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