Relationship Manager - Credit

Third Bridge Group; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Health and wellbeing plans

Personal development allowance

Vacation days

401K matching

Flexibility to work anywhere for a month

Job summary

A leading investment research firm in New York is seeking a skilled individual for a role that involves direct client engagement and strategic management. You will be responsible for planning meetings, sourcing new projects, and engaging with key investors. The ideal candidate should be equipped with curiosity for the credit market and strong communication abilities. This position offers a competitive salary along with various benefits, including a personal development allowance and health coverage.

Qualifications

• Must be comfortable speaking to analysts and senior PMs.
• Ready to own a strategic client book.
• Prepared to engage clients via phone, email, and meetings.

Responsibilities

• Plan and lead meetings with stakeholders.
• Create quarterly engagement plans.
• Source 10 new projects per week.
• Drive retention and revenue.
• Travel to meet clients across the US.

Skills

Curiosity about markets and fixed income

Strong communication skills

Organizational skills

Commercial drive

Client engagement

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 1,600 employees located across twelve offices.

Job Description

You’ll be embedded in the day‑to‑day workflows of our clients, helping them leverage Third Bridge’s expert call and transcript services to make better, faster investment decisions. This role blends relationship building, commercial strategy, and deep curiosity for how Credit investors operate.

What You’ll Do

• Plan and lead virtual + in‑person meetings with stakeholders ranging from Associate to Principals
• Create quarterly engagement plans: user targeting, sector priorities, feedback tracking
• Source 10 new projects per week by identifying opportunities aligned to client needs
• Collaborate with your Account & Project Managers to drive retention and revenue
• Learn the language, cadence, and decision‑making of Credit investors
• Travel to meet clients across the US (up to 50%)

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

Who You Are

• Curious about markets, fixed income, and how investment teams actually work
• Comfortable speaking to analysts and senior PMs alike
• Ready to own a strategic client book with support from an established team
• Highly organized, commercially driven, and persistent in follow‑up
• Energized by travel, meetings, and juggling multiple stakeholders
• Relentless in engaging your clients via phone, email, and in‑person meetings

What Success Looks Like

• You consistently and creatively engage your top accounts with planned in‑person touchpoints, phone calls, and emails
• You drive revenue and user activation through expert recommendations and outreach
• You hit call sourcing targets and push feedback collection ahead of renewal
• You contribute meaningfully to account planning and expansion strategy
• You show strong product knowledge and client understanding within 90 days
• You immerse yourself in the Credit market, tracking CLOs, BDCs, leveraged loans, and bonds, to stay relevant to your clients’ day‑to‑day research workflows

Additional Information

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

• Salary: $75‑85,000 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.