Relationship Associate - Institutional Sales

Victory Capital Management; Brooklyn (OH); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Education Tuition Reimbursement

401k plan with generous employer match

Job summary

Victory Capital Management in Brooklyn, Ohio, is seeking a Relationship Associate to support our Institutional Sales team. You will professionally communicate with institutional clients and internal staff while providing information, analysis and support.

You will help prepare monthly or quarterly reports, assist with data requests, coordinate with investment teams to detail performance, and support the sales force in expanding our institutional presence.

Qualifications

• Bachelor's degree in Business, Finance or related field.
• 3+ years’ experience in asset management or related financial field.
• Demonstrated familiarity with AI tools and technologies.
• Strong organization skills and attention to detail.
• Ability to problem solve and work independently or collaboratively.

Responsibilities

• Prepare and deliver monthly or quarterly reports with Relationship Managers.
• Assist with data requests from clients and internal partners.
• Coordinate with investment teams to detail strategy performance and positioning.
• Streamline data gathering and distribution processes.
• Support the sales team to expand our institutional market presence.
• Provide competitive intelligence to the sales group as needed.
• Help develop and enhance our social media presence.

Skills

AI tools

Attention to detail

Microsoft Office

Education

Bachelor's degree in Business/Finance or related field

Pursuit of CFA/ CFP/ CAIA/ CIMA

Tools

Excel

PowerPoint

Word

Outlook

Job description

Relationship Associate - Institutional Sales

Job Category: Institutional Sales

Requisition Number: RELAT001408

• Posted : August 13, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Brooklyn, OH
Brooklyn, OH 44144, USA

Description

Relationship Associate - Institutional Sales

Brooklyn, OH

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support.

This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.

You Will:

• Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
• Assist with data requests from clients and internal partners
• Work with investment teams to secure narrative and statistics that further detail strategy performance and positioning
• Assist in streamlining areas of data gathering and distribution
• Work with sales team to further develop our presence in the institutional market
• Deliver competitive information to the sales team as requested
• Develop and enhance our social media presence through individual efforts

You Have:

• Bachelor's degree in Business, Finance or related field
• Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
• 3+ years’ experience in asset management industry or in a closely related financial field
• Demonstrated familiarity with artificial intelligence (AI) tools and technologies
• Strong organization skills/ Attention to detail
• Ability to problem solve and spot issues proactively
• Must work well independently and collaboratively

Preferred Qualifications:

• 3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.
• Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $100,000 - $110,000

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.