Relationship Manager (Portfolio Management)

About Client - One of the Top FinTech firms operating in Financial Advisory and Portfolio Management

As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor

sales cycle for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey.

This is a pure consultative sales role. Your success is measured by qualified meetings converted, AUM onboarded, and the quality of the client experience during the acquisition journey. You will work in close partnership with the marketing team (who delivers qualified leads), the investment / product team (who supports you on strategy fitment), and the servicing RM pod (who takes over the client relationship for long-term advisory after onboarding).

Key Responsibilities<...