Sub Advisory Client Relations Manager, VP-SVP

PineBridge Investments•New York, NY

1d•Hybrid

About The Position

PineBridge Investments, a MetLife Investment Management company, is seeking a Vice President or Senior Vice President, Client Relations Manager, to lead client activity for the Americas Retail and Intermediary Business, including 40-Act sub-advisory relationships. This role focuses on retaining, strengthening, and expanding relationships with existing clients, while coordinating internal activities to ensure seamless representation of the organization. The Client Relations Manager will serve as an ambassador and client advocate, overseeing the full client lifecycle, client needs, and mandate expansion opportunities. The role requires an advanced understanding of the asset management business, touching all asset classes and supporting intermediary clients. The ideal candidate will possess advanced knowledge across asset classes (e.g., public fixed income, equities, private markets, multi-asset) and investment vehicles (e.g., mutual funds, ETFs, closed-end funds, CITs, SMAs). The position is based in New York with a hybrid work model and reports directly to the Head of Americas Client Relations, with a functional line into the Head of Intermediary & Retail, Americas. An Associate will report to the Client Relations Manager.

Requirements

Bachelor’s degree required.
FINRA licenses (Series 7 and 63/65 or 66).
8–12 years of experience in relationship management or client service management within the asset management industry.
Proven success managing large, complex institutional relationships and driving asset growth.
Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants.
Deep understanding of institutional investment products and solutions across asset classes.
Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs).
Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures.
Ability to manage complex sales cycles and navigate multi-stakeholder environments.
Excellent communication, collaboration, presentation, negotiation, and relationship-building skills.
Team player with flexibility to adapt.
Strategic mindset with strong commercial acumen.
Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports.
Knowledge of Salesforce a plus.

Nice To Haves

MBA or CFA strongly preferred.

Responsibilities

Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel.
Act as the primary coverage person for assigned intermediary relationships.
Build long-term strategic partnerships to increase assets and retention.
In collaboration 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, execution, and follow-ups.
Ensure consistent and proactive communication with clients regarding market developments and firm updates.
Lead/oversee deliverables including reporting, performance updates, and investment commentary, RFPs, due diligence questionnaires (DDQs) and platform/account-related requests.
Close coordination and collaboration with the senior operations, compliance, legal, product and investment teams.
Partner with sales and product specialists.
Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce).
Ensure CRM is kept up to date across organizations, contacts, Business at Risk, new opportunities, and account change management.
Monitor industry trends across institutional and intermediary distribution channels.