Relationship Management Coordinator Jobs

Knowledge and experience of the luxury market

Excellent managerial skills in culturally diverse work environment

Create analytics to develop and launch suitable digital marketing initiatives in partnership with Sales Performance and CRM Manager and Marketing team.

Manage client gifting programs in collaboration with Trade team

Relationships focused: collaborative, partnering and influencing skills

Strong communication skills, and able to share the vision to inspire and engage

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

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Undergraduate degree, bachelor’s degree in finance related field preferred

Experience in a related field a preference

Ability to interact effectively with clients, managers, and peers

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.

Excellent verbal and written communications skills

Greet and welcome patients, obtain their current medical history

Confidently answer questions regarding health insurance (In/out of network) including deductibles, co-insurance, and out of pocket maximums.

Personalize care plan to patient schedule and financial circumstances, have the ability to sell and close them on care packages

Master our EMR System eClinicalWorks

Be comfortable with having financial discussions with patients (i.e copays, insurance, etc)

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

Excellent verbal and written communications skills

Greet and welcome patients, obtain their current medical history

Confidently answer questions regarding health insurance (In/out of network) including deductibles, co-insurance, and out of pocket maximums.

Personalize care plan to patient schedule and financial circumstances, have the ability to sell and close them on care packages

Master our EMR System eClinicalWorks

Be comfortable with having financial discussions with patients (i.e copays, insurance, etc)

OTHER RESPONSIBILITIES, AS ASSIGNED (20%)

• Ad-hoc responsibilities as needed to support the Digital Marketing team

• Strong project and program coordination skills.

• Keen attention to detail and exceptional QA skills.

• Strong writing, proofreading and interpersonal communication skills.

• Excellent organizational skills and ability to juggle multiple tasks on deadline.

Required Knowledge, Skills And Abilities

Sales or tele-sales experience preferred.

Publishing, advertising or media experience

1-2 years of call center, customer service, or sales experience.

Excellent written and verbal communication skills

Accountable to maintain, cultivate and grow the assigned category of business.

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

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

Calendar management of artists, show advancing, and other aspects of touring.

Assist the day-to-day manager effectively with any issues or inquiries that may arise relating to an artist’s event date.

Manage calendar, schedule meetings, arrange calls, travel, and coordinate team meetings and functions.

Excellent verbal and written communication skills

Ability to manage multiple projects at one time

Assisting with social schedules for artists

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.

Bachelor's degree preferred or any similar combination of education and experience.

Provides broad tactical and operational support to a team of transaction management professionals assigned to a corporate client account team.

Assists with the transaction management team's ongoing performance of multi-market transaction assignments.

Requires basic knowledge of financial terms and principles.

Advanced skills in Microsoft Word, Excel, and PowerPoint.

Strong problem solving and organizational skills.

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

5-7+ Years of experience in relationship management that directly aligns with the responsibilities of this position.

Strong presentation skills with the demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.

Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues) with a proven ability to develop collaborative approaches.

Finds common ground and gains collaboration among management, colleagues and peers, influencing outcomes without directing or commanding.

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.