Client Relations Associate

Man Group; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive holiday entitlements

Pension/401k

Life and long-term disability coverage

Private medical coverage

Discounted gym membership

Pet insurance

Job summary

Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree and at least 2 years of relevant experience in a financial services environment.

Offering a competitive salary range of $80,000 - $110,000 USD, along with extensive benefits, including flexible working arrangements and opportunities for professional development.

Qualifications

• 2+ years of experience in sales, investor relations, or investment operations role in a financial services firm.
• Ability to develop strong working relationships with clients and internal stakeholders.
• Interest in active alternative asset classes, including public equity and fixed income.

Responsibilities

• Serve as a dedicated point of contact for client inquiries.
• Maintain CRM system with client records and reporting to senior management.
• Coordinate client onboarding and manage investor transactions.

Skills

Strong organizational skills

Time management

Client relationship development

Advanced Microsoft skills

Salesforce familiarity

Education

Bachelor’s degree

Tools

Salesforce

MMD

Job description

Responsibilities

• Serve as a dedicated point of contact for all day-to-day client inquiries
• Maintain CRM system with client records, activity and pipeline and coordinate all ad‑hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs
• Support the US Sales team on all projects impacting the existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team
• Manage the client onboarding process by providing support and direction for complex investor transactions
• Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
• Deliver customized, standardised and ad‑hoc reporting to our North American client base
• Direct ongoing client subscription and redemption processes ensuring flows are communicated in a timely and accurate manner
• Organise and implement new commercial agreements and the ongoing maintenance of these agreements (intermediary, rebate, platform, custody agreements, etc.)
• Coordinate client restriction list implementation, trade error notification and side‑letter attestation process in conjunction with the Man Compliance team

Qualifications

• Bachelor’s degree and 2+ years of experience in a sales, investor relations or investment operations related role in a financial services firm
• Excellent organisation and time‑management skills to succeed in a high‑pressure and fast‑paced environment
• Ability to develop strong working relationships with clients, prospects and with individuals at all levels of the Man organization
• Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MMD and other sales‑management tools is a plus
• Interest across the spectrum of active alternative asset classes, including both systematic and discretionary public equity and fixed income (long‑only and hedge funds), managed futures, private credit and real estate

Compensation

US Pay Range: $80,000 - $110,000 USD

Benefits

Competitive holiday entitlements, pension/401k, life and long‑term disability coverage, group sick pay, enhanced parental leave and long‑service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.

Inclusion, Work‑Life Balance and Benefits at Man Group

You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity.

You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual Mankind days of paid leave for community volunteering.

Equal Employment Opportunity Policy

Man Group provides equal employment opportunities to all applicants and all employees without regard to race, colour, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.

Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact [e-mail].