Senior Relationship Manager - Multi-Manager Clients

Third Bridge•New York, NY

27d•$75,000 - $80,000

About The Position

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,600 employees located across twelve offices. The Multi-Manager Client Group is responsible for managing relationships with our most strategic multi-manager hedge fund clients utilizing 1:1 expert calls and our full suite of content solutions. These accounts represent significant existing and long-term revenue opportunity. The Senior Relationship Manager will own a portfolio of high-value clients, developing and executing short-, medium-, and long-term engagement strategies that drive adoption, retention, and revenue growth. This role requires deep understanding of how multi-manager investment teams operate and the ability to position Third Bridge as a trusted research partner embedded in their workflow.

Requirements

Strong intellectual curiosity about financial markets and multi-manager fund dynamics
Comfortable engaging senior investment professionals across varying strategies and asset classes
Proven ability to own and grow a strategic client book within a commercial environment
Highly organized with the ability to balance long-term account planning with near-term execution
Commercially driven with a clear understanding of revenue impact and performance metrics
Persistent and proactive in outreach (phone, email, and in-person engagement)
Strategic mindset with disciplined follow-through
Excellent communication and interpersonal skills
Ability to consult with senior stakeholders and develop tailored account strategies

Nice To Haves

Experience navigating large, complex investment organizations preferred

Responsibilities

Lead virtual and in-person meetings with Analysts, Senior Analysts, Portfolio Managers, and Strategy Heads across Equity L/S, Credit, and Event-Driven strategies
Develop and execute structured quarterly engagement plans (user targeting, sector prioritization, feedback tracking)
Build, develop, and manage senior stakeholder relationships to drive long-term partnerships
Introduce new users to Third Bridge capabilities to accelerate product adoption and stickiness
Consistently communicate and demonstrate value across all stages of the client lifecycle
Source a minimum of 10 new expert call projects per week aligned to client research priorities
Drive revenue expansion through proactive expert recommendations and targeted outreach
Conduct ongoing retention and risk analysis across your book of business
Partner closely with the Strategic Account Manager to align engagement strategy with renewal and growth objectives
Identify expansion opportunities and collaborate with Connections and Content teams to unlock incremental revenue
Develop fluency in each client’s investment philosophy, decision-making cadence, and portfolio priorities
Monitor market developments and hedge fund trends to remain highly relevant in client conversations
Identify root causes of client challenges and implement structured, data-informed solutions
Act as the voice of the client internally, sharing qualitative and quantitative feedback to influence product development and roadmap priorities
Advocate for feature enhancements that improve repeat use cases and client workflow integration

Benefits

Salary: $75,000-80,000 basic dependent on experience + get rewarded for your success with our commission scheme.
Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
Learning: personal development allowance of $1,150 per year.
Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield.
Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more.
Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events