PineBridge Investments

PineBridge Investments

Sub Advisory Client Relations Manager, VP-SVP

New York · Vp

Sponsorship not specified$10k-$15kDetected 36 days ago
SalesforceCRMNegotiationExcelRecruitingHRResearchLeadershipCommunicationCollaborationPublic SpeakingMicrosoft OfficeCFA

About the role

  • Sub Advisory Client Relations Manager, VP-SVP - Global Client Relations - New York PineBridge Investments, A MetLife Investment Management company.
  • MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025.
  • Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability.

Responsibilities

  • Serve as the senior relationship manager for key sub-advisory, intermediary and institutional distribution partners
  • Own day-to-day and strategic relationships with assigned clients
  • Develop and execute strategic account plans in partnership with sales leadership and consultant teams
  • Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel.
  • Build long-term strategic partnerships to increase assets and retention
  • In collaboration with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth
  • Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution)
  • Lead/assist with meeting preparation, execution, and follow-ups
  • Lead/oversee deliverables including reporting, performance updates, investment commentaries, presentations, compliance certifications, RFPs, due diligence questionnaires (DDQs) and platform/account-related requests
  • Partner with sales and product specialists

Nice to have

  • Bachelor's degree required
  • MBA or CFA strongly preferred.
  • FINRA licenses (Series 7 and 63/65 or 66)
  • 8-12 years of experience in relationship management or client service management within the asset management industry
  • Proven success managing large, complex institutional relationships and driving asset growth
  • Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants
  • Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports.
  • Knowledge of Salesforce a plus.

Skills

  • Deep understanding of institutional investment products and solutions across asset classes
  • Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs)
  • Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures.
  • Excellent communication, collaboration, presentation, negotiation, and relationship-building skills
  • Team player with flexibility to adapt
  • Strategic mindset with strong commercial acumen

Compensation

  • $180,000-$240,000 annually + bonus + benefits
  • The above represents the expected salary range for this job requisition.
  • Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
  • Lead & coordinate quarterly and annual business reviews

Benefits

  • We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about.
  • We also provide a competitive retirement plan and tuition reimbursement.
  • Salary Range: $180,000-$240,000 annually + bonus + benefits
  • Act as the primary coverage person for assigned intermediary relationships
  • o Insurance and retirement platforms

Company info

  • We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
  • Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

Equal opportunity

  • PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees.

Visa & Work Authorization

  • , pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protecte

This listing is sourced directly from PineBridge Investments's careers page and normalized into a canonical job model.