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SalaryAmericas Client Group, Vice President or Senior Vice President
PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 December 2023, the firm managed US $157.1 billion across global asset classes for sophisticated investors around the world.
The role will be based in either the New York city or Fort Lauderdale PineBridge office locations with the expectation of a hybrid work model.
PineBridge Investments is seeking a Vice President or Senior Vice President to join the Americas Client Relations team. This individual will be a lead Institutional Client Relationship Manager responsible for a defined client book. This role requires a strong, collaborative approach with both Front-office colleagues (Business Development, Portfolio Management) as well as Internal colleagues (Client Reporting, Marketing, Performance, Compliance, Billing, Operations, and Legal). The Client Relationship Manager will partner with a Business Development colleague to establish a “Relationship Team” for each client account. Clients will be invested in traditional long-only and alternative strategies across a range of vehicles. The ideal candidate will have a strong understanding of the institutional asset management business and be as competent in developing client relationships as they are in navigating client service requests.
Primary Responsibilities:
- Serve as the client’s advocate and primary point of contact within PineBridge. Maintain ongoing dialog with clients.
- Lead the full-life cycle of client account from onboarding to service/maintenance, to account expansion to account closure.
- Promote PineBridge Expertise with clients (product cross-sell, event attendance: conferences/ webinars).
- Provide Relationship Team and other internal operational units with appropriate insight into client needs and business initiatives.
- Lead and coordinate External Client Portfolio Review Meetings (monthly, quarterly) including the creation of briefing notes, presentation materials, and quarterbacking any follow-ups.
- Lead and coordinate Internal client-matter meetings with internal colleagues/teams as needed (Business Development, Portfolio Management, Firm Leadership, Client Reporting, Marketing, Performance, Compliance, Billing, Operations, Legal).
- Establish Account Service Level Agreements (routine client portfolio reporting & deliverables). Liaise with and establish strong relationships with internal teams to ensure SLAs are met.
- Ensure detailed and timely responses client requests for ad-hoc deliverables (i.e.: audit confirms and due diligence questionnaires, RFPs, DDQs)
- Raise actual and anticipated client issues/complaints.
- Participate as appropriate in prospect meetings as led by Business Development colleagues.
- Lead and participate in Client Relations team projects to improve internal client service procedures and ensure industry-aligned standard methodologies.
- Assist in departmental annual & quarterly budget and client AUM forecast process.
- Establish competency and expertise with PineBridge product offerings.
- Monitor & follow industry leaders with vision, themes, and trends.
- Mentor and guide junior staff.
- Participate in firm events and activities to promote PineBridge culture and team spirit.
Qualifications:
- Client Relationship/Client Service experience in investment management industry ideally servicing the needs of large institutional clients:
- Vice President: 5-7 years
- Senior Vice President: 8+ years
- Experience with equity, fixed income strategies, and alternatives strategies
- Knowledge of institutional and intermediary marketplace
- Prior CRM database and Salesforce experience
- Experience with Due Diligence Questionnaires
- A proven track record to build and develop strong internal and external relationships
- Highly motivated teammate with excellent presentation, writing, and oral communication skills
- Strong analytical and problem solving skills
- Proficient in Microsoft Word, Excel, and PowerPoint
- Series 7 and 63 license, CFA Designation are a plus
About PineBridge
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For three consecutive years, PineBridge has been named a “Best Place to Work in Money Management” by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey.
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
- Salary Range: $175k-$190k annually + bonus + benefits
- The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.
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