Relationship Management Analyst Jobs

1 to 4 years of relevant experience in financial services, investment management, consulting or related field

Excellent critical thinking and problem solving skills

Managing overall client service process for existing TIG clients, including performance reporting, data analysis projects, coordinating investor meetings

Participation in TIG business development and innovation activities, including design and implementation of new/existing investment strategies

Creating and maintaining data and presentations for internal reporting

Leadership over specific process-improvement and other strategic commercial initiatives

- Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, and Lightning Experience.

- Collaborate with stakeholders to understand business needs and translate them into clear and actionable Salesforce requirements.

- Create detailed documentation of business requirements, process flows, and solution designs.

- Proven experience as a Salesforce Business Analyst, preferably 5 years of hands-on experience.

- Salesforce certification(s), such as Salesforce Administrator or Salesforce Certified Business Analyst, is a plus.

- Proficiency in documenting business requirements, process flows, and solution designs using industry-standard tools.

Leads strategic discussions with clients and carries out executive calling plans in accordance with client strategic account management plans.

Manages assigned client(s) to development of new business and/ or products while retaining existing revenue streams.

Manages the finalization of Due Diligence Questionnaires for this client when received.

Title: Relationship Manager VP, Alternatives

Will be responsible for managing a grouping of client relationships commensurate with a Vice President title.

Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s).

Deliver proactive account management and direct the overall retention strategy of MissionSquare Retirement's Tier 1 clients

Determine client goals and objectives and develop and manage a strategic business plan towards those objectives

Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities

Highly effective communication and presentation skills.

Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans

Experience managing a sales force, preferred

Work within the established project management methodology and toolset within the NRM practice.

Setup project plans and tasks in project management and billing systems.

Work with the NRM Project Management Office and practice Resource Manager to assign resources to tasks, including forecasting utilization in advance.

Keep all project information accurate in the Project Management system of record.

Outstanding customer service skills and a dedication to the customer service experience.

Manage budgets, including monitoring of estimate to complete and other key metrics.

Participate in the identification of change management requirements, assist in the development of training materials, end user communications, and marketing materials.

Preferred Knowledge, Skills & Abilities:

Proficient experience and hands-on knowledge working with emerging technologies and applications with the ability to quickly assimilate and adapt.

Knowledge and experience working with emerging technology and technology systems typically used in local government.

Proficient experience and knowledge working with Microsoft Office Suite, Teams, Zoom, and cloud-based communication and productivity applications.

Bachelor’s Degree in Business Administration or an equivalent combination of education and work experience required.

1-3+ years of experience in a client service/relationship management role within financial services

Excellent relationship management aptitude and attitude

Support Relationship Managers with existing Enterprise relationships

Collaborate with external and internal Project Managers to strategically implement new business and meet ongoing client requests to ensure continued satisfaction

Proactively cultivate knowledge and understanding of firm initiatives, platform growth, and industry ecosystem

Bachelor's degree in business, economics, finance, or a related discipline

Supporting the ongoing global data management & reporting needs for internal stakeholders and our merchants (including hierarchy support)

Analyst - Global Client Management (Amazon & Dell), GMNS

Strong attention to detail and an ability to effectively prioritize and manage multiple priorities

Proven decision-making and problem-solving capabilities

Demonstrated collaboration skills, able to effectively work across multiple partners and drive results

Advanced PowerPoint & Excel skills

3 or more years of experience in MS Dynamics 365 CRM

Current Dynamics 365 implementation and support experience.

Dynamics 365 CRM Business Analyst Lead

Previous banking, credit, finance/financial analysis, or sales experience

Bachelor’s degree, or equivalent work experience

Up to 1 years of previous banking or related sales experience

Effective written and verbal communication, as well as presentation skills

Ability to effectively manage multiple projects and due dates in a deadline driven environment

Strong Excel and PowerPoint skills

In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings

2-5 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge

Strong investment and financial analytical capabilities and investment reporting experience

Client Relationship Management Analyst / Associate

Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus

Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus

Assisting with relationship management and business development efforts

Management Reporting: Pipeline coordination, reporting and assistance with analysis in Salesforce

2 to 3 years of relevant work experience

Experience with Salesforce is a plus

Strong communication skills and writing ability

Strong client service skills both externally and internally

Bachelor's degree in Computer Science, Information Systems Management, or a related field.

Familiarity with DevOps/release management processes.

Collaborate with stakeholders to gather and analyze business requirements, translating them into practical process solutions within the CRM landscape.

Facilitate the business's understanding of system capabilities.

Offer guidance on test plans, test cases, and test scripts, ensuring comprehensive coverage of CRM functionality for required business processes.

Minimum of 2 years of experience in CRM system configuration, including validation rules, flow, and security controls.

Have a minimum of 8+ years of account coordination/ account management experience including at least 5+ years of email campaign management

Have superior time management and prioritization skills

BA/BS in Marketing, Business, Communications, Web Design and Development, Computer Science, Information Technology or related field; or equivalent experience

Be calm, cool and collected under pressure. Have strong interpersonal skills is key

Have excellent verbal and written communication skills

Ability to manage multiple projects concurrently

Experience in community building and influencer campaign management

Support the Manager, Influencer Relationship Management to ensure proper execution for the product category

Strong organizational and communication skills, and the ability to manage multiple workstreams simultaneously

Manage all pertinent supply chain processes with divisional supply team, brands and third-party vendors

2-3 years of experience in Influencer Marketing and Social Media

Luxury and/or beauty experience preferred

Understanding of how CRM systems handle customer lifecycle management for sales, marketing, and service processes.

Facilitate regular communication including status updates and finding the right people to answer questions and clarify requirements.

Ability to navigate multiple personalities and sometimes contradictory ideas during requirements gathering and analysis.

Software experience in the MS Office Suite, Rally PPM, and Enterprise CRM (Salesforce, Dynamics, etc.).

Three or more years Business Analysis experience in a Scrum or similar Agile team environment.

Participate in sprint planning meetings to provide insight into work in progress, backlog efforts, impediments & risks, etc.

Knowledge of the institutional asset management business and/or mutual fund industry

Primary responsibility will be to work with senior relationship managers on raising and retaining assets at focus firms

Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams

Manage the QBR process for Strategic Partnerships Group in conjunction with CRM and FPA group

Track and maintain Strategic Partnerships pipeline in conjunction with relationship managers

2+ years of related experience required or strong internship experience

Determine client goals and objectives and manage a strategic business plan towards those objectives.

Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities.

Highly effective communication and presentation skills.

Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans.

******* Position is 100% Remote ********

Build and broaden client relationships across all key influencers.

Build a thorough understanding of institutional asset management marketplace including the processes and “best practices” of selling to that market

Attention to detail, responsiveness to clients, efficient time management, and deadline driven mindset

Build strong working relationships with Alternatives Coverage Specialists, relationship managers, client service managers, and other internal stakeholders

Institutional client servicing experience desired

Strong interpersonal, communication, and writing skills

A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits