Sales & Relationship Management Associate

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:

• Assist with ongoing communication and relationship coverage for current and prospective institutional clients.


• Coordinate responses to client inquiries and provide relevant updates regarding investment offerings and organizational developments.


• Support client engagement initiatives, business development efforts, and the preparation of related materials.


• Help maintain organized processes for prospecting, relationship tracking, and new product initiatives.


• Develop knowledge of the organization’s investment strategies and the broader financial markets.


• Research client organizations to better understand their objectives, structures, and investment needs.


• Collaborate with colleagues across the organization to complete near-term deliverables and longer-term projects.

Qualifications:

• Bachelor’s degree required.


• 2–4 years of experience in financial services, preferably within investor relations, client service, business development, or a related function.


• Familiarity with investment products, capital markets, and financial terminology.


• Strong written and verbal communication skills.


• Excellent organization, project management, and attention to detail.


• Ability to manage competing deadlines and balance day-to-day responsibilities with ongoing initiatives.


• Collaborative and professional, with the ability to work effectively across teams and levels of seniority.


• Proactive, commercially oriented, and interested in continued professional development.