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Relationship Manager- Investment Management

Location: Stamford
Posted on: May 12, 2022

Job Description:

Relationship Manager- Investment Management Stamford, Stamford, Connecticut, United States Department IM - Dedicated Job posted on Apr 7, 2022 Employment type Permanent Experience range 5 years - 10 years Title: -Relationship Manager Location: - Stamford, CT COALITION GREENWICH: Coalition Greenwich isa leading analytics and business intelligence provider to the financialservices industry. Our clients include Corporate and Investment Banks, AssetManagers, and Fintechs. We specialize in providing unique, high-value,actionable information to help our clients improve their business performance.Our suite of analytics and insights encompass all key performance metrics anddrivers: market share, revenue performance, client relationship share andquality, operational excellence, return on equity, brand perception, behavioraldrivers, and industry evolution. We are a division of CRISIL, an S&P GlobalCompany. - Job Description: The ideal candidate is passionate about developing client relationships and uncovering insights as to how asset managers can improve their efforts related to distribution, marketing, product, and strategy. Relationship Managers are responsible for analyzing the asset management market and guiding clients in understanding how clients and intermediaries view them. Relationship Managers sell and manage client engagements with asset management providers evaluating competitive opportunities and key strategic, organizational, operational and technology challenges for each client, based on its specific competencies and long-term objectives. Working hand-in-hand with other Relationship Managers on the team, you will your split your time between sales and delivering our products and services to the top North American and global asset managers. The expectation of this role is that you are highly skilled in both building relationships with existing clients and in uncovering new opportunities through effective sales strategies. In this position, the expectation of a Relationship Manager will be to master the firm's proprietary research methodology and consult with clients. In addition, we are seeking individuals who demonstrate great passion and commitment, model impeccable ethical behavior and integrity, and possess excellent interpersonal skills. Coalition Greenwich is committed to developing Relationship Managers with the goal that successful individuals will progress over time and advance within the organization. In addition to the introductory training period, there is ongoing exposure to clients throughout the sales, production and delivery cycle reinforced by training modules conducted by internal and external experts in their field.

  • Develop Coalition Greenwich's research and consulting practice by understanding the evolving needs of our client base.
  • Further increase revenues with leading investment managers through cross selling of products.
  • Win new business, including generating proposals and pitching to prospects.
  • Partner with the team to drive forward the Investment Management thought leadership initiatives.
  • Participate in conferences and Coalition Greenwich PR activities to further penetrate our recognition with leading asset managers.
  • Support the Investment Management sector in the design and development of its core data products to ensure continuous evolution and alignment with client needs. Qualifications/Experience : Our ideal candidate is seeking to make a long-term career choice to join a prestigious industry leader where they can achieve their personal and professional career objectives. Demonstrated competence is required in conducting quantitative analysis, identifying issues and forming hypotheses, formulating recommendations/solutions, and preparing business proposals and client presentations. Candidates must also have strong consultative skills grounded in high integrity and professional standards. Furthermore, the ideal candidate should possess the following essential (and desired) requirements:
    • BA/BS degree, MBA, and/or CFA designation (or significant progress toward completion of the designation) preferred with exceptional academic achievement.
    • 5 to 10 years of experience consulting to the investment management industry and/or working for a leading asset management organization.
    • Demonstrated experience in building and maintaining long-term client relationships.
    • Proven ability to conceive new business ideas and implement them successfully in a financially profitable way.
    • Ability to work independently and as part of a relationship team.
    • Flexibility to travel up to 50% and able to work with clients in other locations and countries. - -Please note that local candidates are preferred.

Keywords: CRISIL LIMITED, Stamford , Relationship Manager- Investment Management, Executive , Stamford, Connecticut

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