Strategic Client Relations Associate

Vident Asset Management; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO and holidays

Flexible working

Lunch on site

Gym discount

Medical benefits

EAP & Telehealth

Disability insurance

SIMPLE IRA with match

Job summary

Vident Asset Management, LLC seeks an experienced Sub-Advisory Client Relationship Associate to oversee the lifecycle of Sub-Advisory clients, serving as the primary liaison and driving client retention and growth.

In this high-touch role you will manage onboarding with cross-functional teams, understand client needs, resolve issues, and provide insights to leadership while collaborating with Portfolio Management, Operations, and Sales to ensure superior service and enduring partnerships.

Qualifications

• Bachelor's degree or higher in a finance, economics, marketing, or communications field.
• 3–5 years of professional experience in financial services, preferably asset management.
• Regulatory certifications (e.g., CETF, FINRA 7/63, SIE) are a plus.

Responsibilities

• Role Type: Relationship Management
• Primary Objective: Deliver high-touch, white-glove service to retain and grow client assets (AUM).
• Establish and maintain proactive relationships with Sub-Advisory clients.
• Partner with Business Development, Operations, and Portfolio Managers for onboarding and transitions.
• Understand client requirements and relay them to internal teams for timely service delivery.
• Act as first point of contact for clients and resolve issues.
• Coordinate with Sales, Compliance, and Investment Management for new fund launches.
• Identify upsell/cross-sell opportunities with Sales to increase revenue.
• Deliver insights on Vident’s services to clients and answer non-investment questions.
• Stay informed on ETF market trends, regulatory changes, and competitor activity.

Skills

Communication

Client focus

Detail orientation

Negotiation

Salesforce

Analytics

Values alignment

Education

Bachelor's degree in Finance, Economics, Marketing, or Communications

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Vident Asset Management, LLC seeks an experienced Sub-Advisory Client Relationship Associate to oversee the lifecycle of Sub-Advisory clients, serving as the primary liaison and driving client retention and growth.

In this high-touch role you will manage onboarding with cross-functional teams, understand client needs, resolve issues, and provide insights to leadership while collaborating with Portfolio Management, Operations, and Sales to ensure superior service and enduring partnerships.