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Thirdbridge · 10 hours ago

Relationship Manager - Institutional Clients

New York, NY

Full-time

Hybrid

Mid Level

$75K/yr - $80K/yr

Third Bridge is a market-leading investment research firm providing integrated solutions for top investors and business leaders. They are seeking a high-energy Relationship Manager to grow institutional accounts and source new business opportunities with Tier 1 hedge funds and asset managers.

Cloud ComputingInformation TechnologySoftware

Responsibilities

Plan and lead virtual + in-person meetings with a variety of investment team stakeholders at both clients and prospects

Source new revenue opportunities within existing growth accounts while also being a contributor to growing the new business pipeline

Collaborate with your Account & Project Managers to drive revenue and new growth opportunities

Learn the language, cadence, and decision-making of institutional investors

Suggest relevant content and experts to your designated users to ensure users remain engaged and become proponents of Third Bridge moving forward

Monitor and track the market as it impacts your clients' strategies to ensure you can be a true research partner

You consistently and creatively engage your top accounts with planned in-person touchpoints, phone calls, and emails

You drive revenue and user activation through expert recommendations and outreach

You hit call sourcing targets and get new investment professionals excited about engaging with Third Bridge

You contribute meaningfully to account planning and expansion strategy

Qualification

Relationship managementSales acumenCommercial strategyMarket knowledgeProactive mentalityCompetitive attitudeOrganizational skillsCommunication skills

Required

Curious about markets and how investment teams actually work

Comfortable speaking across varying levels/titles of investment professionals

Ready to own a strategic client and prospect territory with support from an established team

Highly organized, commercially driven, and persistent in follow-up

Energized by travel, meetings, and juggling multiple stakeholders

Ambitious and proactive 'go-getter' mentality

Competitive attitude to overcome challenges and exceed expectations

Benefits

Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays

Personal development allowance of $1,150 per year

A variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield

Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account)

401K matching up to 5% of your base salary

Life insurance

A long-term disability policy dependent care FSA and pet insurance

Work from anywhere for one month per year

2 annual volunteer days

2 personal days when life throws you a curveball

'Summer Fridays'

Get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more

Weekly optional social gatherings

Daily breakfast and snacks

Social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)

Your chance to share your ideas for improvement through Hackathons and other events

Company

Thirdbridge

Glassdoor3.4

For over 10 years, Thirdbridge has been at the forefront of crafting custom mobile apps and software, serving millions across Canada, the U.S., and Europe.

Founded in 2012