Relationship Manager

Broadgate is partnered with a leading global provider of asset management and investment technology solutions is seeking a Relationship Manager to join its high-performing team within a fast-growing business area.

Responsibilities include:

Lead and coordinate a firm-wide approach to strategic client management and governance.
Develop and implement institutional-grade client frameworks, including KPIs, action plans, and satisfaction tracking.
Act as the trusted advisor and main escalation point for clients, representing their voice internally and ensuring their needs are effectively addressed.
Drive client service excellence initiatives, fostering long-term, value-driven partnerships.
Deliver strategic account planning, presenting annual growth plans and revenue expansion strategies to senior leadership.
Manage commercial discussions, profitability reviews, and cross-selling opportunities across the client base.
Support business development teams with new client acquisition and deal execution.
Monitor market trends, competitor activity, and product developments to identify opportunities for innovation and enhanced client offerings.
Manage third-party and intermediary relationships to enhance brand positioning and market reach.
Collaborate closely with operations, product, and senior management teams to deliver seamless client solutions.

Requirements include:

Minimum of 10 years’ experience within the alternative funds sector, with exposure to private markets highly desirable.
Strong understanding of alternative fund structures, domiciles, and relevant regulatory frameworks.
Proven track record in cross-selling, account expansion, and relationship-driven revenue growth.
Background in fund operations or middle-office environments advantageous.
Exceptional communication, presentation, and stakeholder management skills, with strong attention to detail.
Proficiency in data management, analytics, and client performance reporting.
Commercially minded, curious, and proactive with the ability to implement and lead change initiatives.
Strong organisational and time management skills, with the ability to manage multiple priorities.
Professional, client-centric approach with strong interpersonal and problem-solving skills.
Adaptable, solutions-focused, and confident in engaging with senior executives and boards.
Fluent in English (both written and spoken).

Apply with us today!

Relationship Manager

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