Relationship Manager

Third Bridge Group Limited

New York (NY)

On-site

USD 65,000 - 70,000

Full time

14 days+

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Benefits offered by this job

15-20 Vacation Days

Personal Development Allowance

Health Insurance Plans

401K Matching

Flexible Work Options

Weekly Social Gatherings

Colleague Recognition Program

Job summary

An innovative investment research firm is seeking a Relationship Manager to engage with top Credit investors. This dynamic role combines client relationship management with proactive sales, requiring a hunter mentality and a consultative approach. You will be responsible for driving adoption of research solutions, expanding client engagement, and identifying new revenue opportunities. With structured coaching and support, you’ll thrive in a fast-paced environment, making a significant impact on clients' investment decision-making processes. If you’re ready to take ownership of a high-growth book of business, this opportunity is for you!

Qualifications

Self-motivated professional with a hunter mentality and proven client-facing experience.
Ability to build strong relationships with investment professionals.

Responsibilities

Build and maintain relationships with leading Credit investors.
Drive adoption of research solutions through proactive outreach.

Skills

Client Engagement

Sales Strategy

Cold Calling

Relationship Building

Consultative Selling

Resilience

Financial Knowledge

Education

Bachelor's Degree

Job description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,500 employees located across eleven offices.

Job Description

As a Relationship Manager (RM), you will be on the front lines of client engagement, building strong relationships with some of the world’s leading Credit investors. This is a heavy client-facing role, requiring frequent in-person meetings, proactive outreach, and strategic sales efforts. You will be responsible for ensuring clients fully leverage our research solutions—including expert calls (1-1 engagements), transcripts, and insights—to enhance their investment decision-making.

This is not just an account management role—you are also a sales driver, responsible for hunting and expanding engagement within your accounts. Whether it’s:

Cold calling new and existing users to introduce them to our expert call service
Scheduling and leading in-person meetings with analysts and portfolio managers
Targeting and converting inactive users into regular consumers of our research
Identifying new revenue opportunities within existing accounts

…you will be proactively pushing adoption of our services while staying deeply attuned to clients' investment workflows.

By staying embedded in your clients’ research processes, you will:

Drive adoption of expert calls as a core part of their due diligence process.
Expand relationships across teams, identifying key decision-makers and securing buy-in.
Act as a trusted advisor, recommending transcripts and experts based on clients' evolving investment priorities.
Relentlessly pursue opportunities, picking up the phone and pushing for meetings, ensuring every potential user understands the value of Third Bridge.
Own your territory, developing a deep understanding of each client’s business and strategically expanding their use of our products.

This is a high-energy, high-impact role within our top-performing team, working with some of the most prominent Credit investors. You’ll receive structured coaching and support to help you hit and exceed your targets.

Qualifications

We’re looking for a self-motivated, results-driven professional who thrives in a fast-paced, client-facing environment. You should have:

A hunter mentality – you are not afraid to pick up the phone, engage clients, and create demand.
Proven experience in a client-facing role, with in-person meeting experience and the ability to build strong relationships with investment professionals.
A strategic and consultative sales approach, balancing short-term wins with long-term account growth.
Resilience and persistence – you thrive on pushing through rejections, following up consistently, and getting in front of key decision-makers.
Confidence in cold calling and outbound sales, targeting both new and lapsed users.
An entrepreneurial spirit, taking ownership of your accounts and treating them like your own business.
A deep curiosity for finance and investing, staying engaged with clients’ research priorities and proactively recommending relevant solutions.

This is a unique opportunity to combine relationship management with proactive sales, working alongside an established team in the US and UK. If you’re ready to take ownership of a high-growth book of business in the Credit investment space, apply today!

Additional Information

We truly care about our people so in return for your work, you’ll get:

Salary: $65,000-70,000 basic dependent on experience + get rewarded for your success with our commission scheme.
Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
Learning: personal development allowance of $1,150 per year.
Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield.
Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more.
Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events.

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Seniority level