Platform Relations Lead, Private Wealth & National Accounts

Confidential; New York (NY); Sur place; USD 110 000 - 160 000; Plein temps

Résumé du poste

Confidential in New York seeks an experienced professional to manage and strengthen relationships with private wealth platforms and national accounts. You will collaborate with internal teams to position investment strategies and support advisor outreach, platform engagement, and distribution growth.

The role requires a client-facing background in asset management, with a focus on platform dynamics, market insights, and proactive ownership to broaden visibility across the private wealth channel.

Qualifications

• 5–7 years of experience in financial services, with private wealth platforms or home-office teams.
• Client-facing advisory or National Accounts experience within asset management or investment management.
• Strong relationship-management skills with platform representatives, research teams, and financial advisors.

Responsabilités

• Manage relationships with private wealth platforms and platform representatives to expand access and distribution of the firm’s strategies.
• Develop and execute strategies to penetrate existing platforms and broaden product distribution.
• Coordinate with internal wholesalers, Business Development, and Marketing to support distribution efforts.

Connaissances

Client advisory

National Accounts

Platform relationships

Relationship management

Investment knowledge

Financial services

Advisory background

Sales collaboration

Proactive ownership

Communication skills

Outils

Microsoft Office

Description du poste

Confidential in New York seeks an experienced professional to manage and strengthen relationships with private wealth platforms and national accounts. You will collaborate with internal teams to position investment strategies and support advisor outreach, platform engagement, and distribution growth.

The role requires a client-facing background in asset management, with a focus on platform dynamics, market insights, and proactive ownership to broaden visibility across the private wealth channel.