Client Relations & Sales Ops Associate

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

Benefits offered by this job

Two annual 'Mankind' days

Pension/401k

Private medical coverage

Job summary

Man Group is seeking an associate to support the US Sales Team in New York. You will be the daily contact for client inquiries, manage client records and reporting, and assist with onboarding and investor transactions.

You will collaborate with internal teams on strategic initiatives, deliver client-facing reports, and help coordinate meetings, RFPs, and reviews. Strong MS Office and CRM experience are essential.

Qualifications

• Bachelor’s degree is required.
• 2+ years in a sales, investor relations or investment operations role in financial services.
• Advanced Microsoft Office skills (PowerPoint, Word, Excel).

Responsibilities

• Serve as a dedicated point of contact for day-to-day client inquiries.
• Maintain CRM with client records, activity, pipeline, and reporting to senior management.
• Support US Sales on projects, collaborate with internal stakeholders on strategic initiatives.
• Manage client onboarding and complex investor transactions.
• Coordinate portfolio reviews, due diligence meetings, RFPs, DDQs, roadshows and client calls.
• Deliver customized reporting to North American clients.
• Oversee client subscription and redemption communications.
• Organize and maintain commercial agreements (Intermediary, Rebate, Platform, Custody).
• Coordinate restriction lists, trade errors, and attestation with Man Compliance.

Skills

PowerPoint

Word

Excel

Salesforce

MMD

Education

Bachelor’s degree

Tools

Salesforce

MMD

Job description

Man Group is seeking an associate to support the US Sales Team in New York. You will be the daily contact for client inquiries, manage client records and reporting, and assist with onboarding and investor transactions.

You will collaborate with internal teams on strategic initiatives, deliver client-facing reports, and help coordinate meetings, RFPs, and reviews. Strong MS Office and CRM experience are essential.