Relationship Manager - Asset Management Clients
$113.2k - $162.4kMoody
Let's begin! Relationship Manager - Asset Management Clients (12738) We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. 7+ years of experience selling into large asset managers or other complex solution‑selling situations Ability to sell using a needs/solutions‑based approach Ability to influence key decision makers throughout the full sales cycle Strong presentation and negotiation skills, with outstanding client relationship management experience Strong oral and written communication skills Creative problem‑solving skills with the ability to diagnose issues and develop solutions Ability to multi‑task and meet short deadlines Ability to work independently and within a team environment, with strong focus and attention to detail Education Bachelor’s degree in Finance, Economics, Accounting, or a related area required Responsibilities This Relationship Manager role is pivotal for driving growth within our asset management client segment. You will manage a portfolio of large, strategic clients across the United States and Canada, applying expertise to develop and nurture long‑term relationships. In this role, you’ll play a central part in implementing Moody's strategy to empower asset managers to leverage proprietary data and analytical tools—helping them mitigate risk, identify alpha, and navigate an evolving investment environment across the Private Credit ecosystem, particularly as it intersects with GenAI technologies. As a key contributor to the sales team, you will leverage your deep understanding of the asset management industry to up‑sell and cross‑sell Moody’s comprehensive suite of products and services, collaborating closely with internal partners to deliver holistic client solutions. Manage full lifecycle sales processes, including identifying and initiating new opportunities through prospecting and existing client relationships Conduct sales presentations and negotiate contracts Illustrate a deep understanding of client decision‑making approaches, priorities, and requirements Manage sales cycles and coordinate with Domain Sales Specialists, Solution Specialists, and Industry Practice Leads as needed Provide accurate forecasts and pipeline updates to management Meet established revenue targets while strengthening and expanding customer relationships Generate new revenue from research, products, and service solutions, while defending and growing existing revenue streams Represent the company at industry and company‑sponsored events Travel up to 40% About the Team We strive to be a world‑class sales organization with our customers’ needs at the center of everything we do. Our client base spans banks, financial institutions, insurance companies, asset managers, government institutions, corporates, and professional services firms. As the bridge between our product teams and customers, we cultivate mutually rewarding relationships that enable us to deliver the right solution for every client challenge. We are a motivated, curious, and highly collaborative team—letting our passion drive our business forward. For US‑based roles only: the anticipated hiring base salary range for this position is $113,200.00-$162,400.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email View email address on click.appcast.io . This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. #J-18808-Ljbffr Moody
- ...Director, Client Executive - Client Coverage Insurance And Banking... ...0% of the world's investible assets. Every day around the globe,... ...in the following ways: Manage a book of clients driving the... ...existing revenue streams supporting relationships working collaboratively with...AssetWork experience placementLocal area
$136.5k - $400k
...Managing Director, Client Executive At BNY, our culture allows us to run our company better and... ...nearly 20% of the world's investible assets. Every day, our teams harness cutting... ...and most strategically important APAC relationships across the United States, UK, Europe...AssetTemporary workWork experience placementWorldwideFlexible hours$130k - $281k
...Director, Client Executive Manager At BNY, our culture allows us to run our company better and... ...nearly 20% of the world's investible assets. Every day, our teams harness cutting... ...Manages optimization process for client relationships. Ensures that subordinate managers...AssetTemporary workWork experience placementLocal areaWorldwideFlexible hours$125k - $240k
Corporate Trust: Director, Client Executive New York, NY, United States and... ...Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention... ...and incremental growth (revenue, asset) goals within assigned client...AssetContract workTemporary workWork experience placementFlexible hours- ...focused on results – for our people, our clients, and our company. We’re a people-... ...firm, so it’s no surprise our greatest asset is our people. The impact this creates... ...around us. Job Description The Client Relationship Manager (CRM) for the Federal Team is responsible...AssetFull timeContract workFlexible hours
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly,...AssetWork experience placement- Citi in New York is seeking a Client Executive for its Custody and Fund Services division. This role is critical in managing key client relationships for asset management, ensuring client satisfaction, and driving revenue growth through effective cross-selling strategies...Asset
- A leading global investment firm seeks a Client Relationship Manager in New York. This role demands strong interpersonal and communication skills to support a range of investment products and foster client relationships. Responsibilities include managing client inquiries...Asset
$190k - $220k
...who would be keen to move into client development role. The role... ...from those at BDM and Senior management level. Within the role you will... ...clients across the funds, asset management and insurance area... ...Director, implement a client relationship plan with the firms global client...AssetFull time- ...institutional liquidity within digital assets. We bring 24/7 365 days a... ..., exchanges, banks, fund managers, and other institutions to... ...a white glove service to its clients. Responsibilities Onboarding... ...move the client to live Ongoing relationship management - business...AssetWork at officeLocal areaFlexible hours
- Our Client is a leading cloud-based FinTech platform transforming the Commercial Real... ...technology empowers lenders, servicers, asset managers, and investors with a unified SaaS... ...experience. What You’ll Do Manage and grow relationships with a portfolio of institutional clients...Asset
$130k - $195k
...where you'll build strategic client partnerships and deliver measurable... ...As a Payments Client Manager (PCM) within Global Payments... ...Media & Communications client relationships-serving as a trusted advisor... ...financial transaction processing and asset management. We offer...AssetWork at office- ...the world that we serve. The Chief Client Office (CCO) is focused on providing a... ...CCO function includes Sales, Partners, Relationship Management, Integration, Marketing &... ...of broker/dealers, custodian banks and asset managers. Industry owned and governed,...AssetWork at officeRemote workFlexible hours
$65k - $75k
...Intermediate Client Onboarding Manager - Mid-Market Retirement Apply locations Work From Home, USA... ...ensure deliverables are met. Manage relationships with plan sponsors, financial advisors... ...Delegate and monitor record keeping setup, asset transfer, allocation, and first...AssetFull timeContract workWork at officeRemote workWork from home$110k - $130k
...New York, NY We are seeking a proactive and entrepreneurial Client Relationship Manager to join a growing Fintech client. In this role, you will be... ...with a growing client base, with a primary focus on asset managers. The CRM will play a critical role in onboarding clients...AssetFull timeRemote work- ...Finance. We empower lenders, servicers, asset managers, and investors with a unified SaaS... ...focus on innovation, collaboration, and client success, RealINSIGHT delivers flexible,... ...for fostering strong, long-term client relationships, understanding evolving business needs,...AssetFull timeFlexible hours
- .../RFP Response for Investment Managers, Banks, and Corporates, with... ...India, the United Kingdom. Our clients include some of the largest... ...with leading and growing the relationships with our investment clients.... ...experience with a strong focus on Asset Managers and/or Asset...AssetFull timeContract workWork at officeRemote workHome office
- A leading financial services firm in New York is seeking a Market Director to lead a team of Relationship Managers serving affluent clients with over $1MM in investable assets. The candidate will be responsible for developing strategic plans and fostering a client-centric...Asset
$80k - $93k
...outperform industry benchmarks and client expectations. Now 20+ years... ...Mission The Client Services Manager owns the day-to-day execution... .... Without this role, client relationships erode and revenue... ...without chronic delays, missing assets, or escalations caused by execution...AssetLocal area$120k - $150k
...our approach to business and relationships. We know that supporting your... ...is the best way to help our clients and advance our business. We... ...professional to join as a Client Manager, supporting our Latin America... .... Basic understanding of asset allocation, trust and fiduciary...AssetWork at officeLocal area$76.3k - $96k
We are seeking a Client Success Manager to play a critical role in shaping the client experience across... ...And Duties Client Onboarding & Client Relationship Management Support and manage the... ...experience working in financial services, asset management, or fintech Strong...AssetWork experience placement$60k
...heights, redefining our solutions beyond our clients' wildest expectations, and making it... ...believe they matter. As a Client Services Manager at our focus group facility, your leadership... ...experience in market research is an asset, but not required. Minimum of 2 years of...AssetFull timePart timeWork at officeLocal area- A leading technology firm in New York seeks a Client Success Manager to develop strong relationships with clients, ensuring seamless post-sale experiences. Responsibilities... ...include communication with property and asset managers, leading client meetings, and collaborating...Asset
- Senior Client Services Manager The Cassini Client Services Team are responsible for client onboarding... ...and assisting support and relationship management teams with production client... ..., Chennai to Singapore, hedge funds, asset managers, and banks worldwide rely on...AssetFull timeWork at officeWorldwideFlexible hoursWeekday work
$129.84k - $194.76k
Overview The Cards Client Executive (Cards CE) is a strategic professional... ...Commercial Cards client relationships. The Cards CE strategically... ...pricing, and overall client management. This professional stays... ...Citi, its clients, and assets by driving compliance with all...AssetContract work$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...implementation of financial plan recommendations and asset consolidation. Communicate clearly and build relationships...AssetWork experience placement$120k - $150k
...Client Director - Information Services & Data Solutions Join to... ...technology to drive the largest asset class in the world. Join us... ...Protect and grow CoreLogic's relationship and scope of influence; cultivate... ...by developing and/or managing client relationships with key...AssetLocal areaRemote work$125k - $250k
A leading asset management firm in New York is seeking a candidate for the Client Portfolio Management team focused on QIS Liquid Alternatives. This role involves engaging with clients, developing product strategies, and leveraging quantitative expertise to drive growth...Asset$104k - $225k
...influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...skills, capable of building strong relationships with clients and internal teams. Proficiency...AssetTemporary workWork at officeWorldwideFlexible hours$75k - $85k
...Summary Brave is seeking a talented Client Success Manager to join our team. You will manage a portfolio... ...Build and maintain long term client relationships through excellent customer service.... ...of client-provided campaign assets for smooth and timely deployment. Advise...AssetWork at officeRemote workHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager - Asset Management Clients. Be the first to apply!
- patient relations manager New York, NY
- IT business relationship manager New York, NY
- university relations manager New York, NY
- relationship director New York, NY
- relationship marketing manager New York, NY
- enterprise relationship manager New York, NY
- supplier relationship manager New York, NY
- service relationship manager New York, NY
- relationship manager work from home New York, NY
- vp relationship manager New York, NY

