Associate-Vice President, Client Relations

PineBridge Investments

1d•Hybrid

About The Position

PineBridge Investments, a MetLife Investment Management company, is seeking an Associate or Vice President, Client Relations. This role is responsible for managing and expanding relationships with corporate and public sector institutional clients, including corporate pension plans, endowments, foundations, sovereign entities, and public pension funds. The position focuses on delivering exceptional client service, supporting asset retention and growth, and acting as a key liaison between clients and internal investment, product, and operational teams. The individual will serve as an ambassador and client advocate, overseeing the full client lifecycle, client needs, and mandate expansion opportunities. This role will encompass all asset classes and requires a solid understanding of the asset management business, particularly in supporting institutional clients. The ideal candidate will possess strong knowledge across various asset classes (e.g., public fixed income, equities, private markets, multi-asset) and investment vehicles (e.g., mutual funds, SMA). The Associate or Vice President, Client Relations reports directly to the head of Americas Client Relations with a functional reporting line into the Head of Institutional Sales, Americas. The role is based in Philadelphia/New York with an expectation of a hybrid work model.

Requirements

Bachelor’s degree required
FINRA licenses (Series 7 and 63/65 or 66)
Associate: 3–6 years in investment management, institutional client service, or financial services
VP: 6–8 years in institutional relationship management, asset management, or investment consulting
Solid understanding of institutional investment products and solutions across asset classes.
Strong knowledge of Pension landscape
Excellent communication, presentation, negotiation, and relationship-building skills
Team player with flexibility to adapt
Strategic mindset with strong commercial acumen
Ability to meet tight deadlines and juggle multiple deliverables at once
Ability to organize information and data in a presentable manner, viewing the information through the recipient’s eyes
Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports.
Knowledge of Salesforce a plus.

Responsibilities

Serve as the primary point of contact for assigned corporate and/or public institutional clients
Develop relationships with investment staff, treasurers, pension boards, and consultants
Understand client investment objectives, governance structures, and policy constraints
In concert with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth
Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution)
Lead/assist with meeting preparation, follow-ups
Ensure consistent and proactive communication with clients regarding market developments and firm updates
Facilitate client needs; Lead/oversee deliverables including due diligence questionnaires (DDQs); ad-hoc client requests
Liaise and establish strong relationships with internal teams (Client Reporting/Performance, RFP, Marketing, Compliance, Investments, Billing, Operations, and Legal) to ensure client account maintenance and reporting needs are met.
Utilize all resources available to develop, and deliver client-ready reporting, in accordance with client-specified timelines.
Partner with sales and product specialists
Participate in team projects to enhance internal client service procedures and streamline the flow of information
Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce)
Monitor industry trends across institutional client channels.