Relationship Manager Asset Management Candidates Sample Search Report

100%

M* B**

Institutional Asset Management | Multi-Asset Research & Portfolio Strategy | Client Relationship Leadership

United States 17 years

This individual is an outstanding match, deeply experienced in institutional client relationships within asset management for 17 years, actively doing portfolio strategy and account management. Sr. Principal – Investment Strategy at Neuberger Berman (4 yrs) → VP at Neuberger Berman (4 yrs) → Sr. Associate/Associate at Harris & Associates (5 yrs) → Analyst at AMG (4 yrs). Excellent.

LinkedIn Email Phone

Work Experience

Harris & Associates

Associate · 3 years

Neuberger Berman

Vice President · 4 years

Harris & Associates

Senior Associate · 2 years

AFFILIATED MANAGERS GROUP LIMITED

Financial Analyst · 4 years

+ 1 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

investment strategies due diligence client retention team development driving capital presentations strategy analysis valuation risk modeling +5 more

100%

S** I*

Relationship Manager | Client Portfolio Manager | Investment Professional

New York City Metropolitan Area, United States 23 years 10 months

This candidate explicitly holds the title of Relationship Manager/Client Portfolio Manager with expertise in consultative services and product marketing for institutional clients, matching all criteria perfectly. Explicitly lists Relationship Manager/Client Portfolio Manager, expert in client relationship management and product marketing for institutional clients, 23 years experience. Excellent.

LinkedIn Email Phone

Work Experience

Prudential Financial

Director, Senior Research Analyst · 5 years

Alger

Senior Vice President, Business Development | National Accounts · 2 years 11 months

Lord, Abbett & Co. LLC

Partner, Client Portfolio Manager · 9 years

DWS Group

Director, Client Portfolio Manager · 4 years

+ 1 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

management marketing capital energy mentoring responsible research analysis analytics finra director messaging +8 more

100%

J S**

Senior Vice President, Account Manager at PIMCO

Overland Park, Kansas, United States 34 years 5 months

This profile explicitly mentions 25+ years in institutional sales, relationship cultivation with investment committees, and account management within asset management firms. PIMCO experience. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan

Vice President · 5 years 1 month

American Century Investments

Vice President, Regional Sales Manager · 5 years

Russell Investments

Regional Director, Retirement Services · 2 years 6 months

Russell Investments

Regional Director, Consultant Relations · 1 year 4 months

+ 5 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

sales committees consultants reliability retirement foundations management selling investments administration design responsible +8 more

100%

G* L**

Relationship Manager

New York City Metropolitan Area, United States 20 years 4 months

This candidate is an excellent match, currently working as a Relationship Manager in asset management with management and sales experience. Hartford Funds RM → Cohen & Steers VP/Natl Acct Mgr → Lord Abbett Key Acct Mgr, 20+ years. Excellent.

LinkedIn Email Phone

Work Experience

Hartford Funds

Relationship Manager · 8 years 5 months

Lord Abbett & Co.

Key Account Manager · 6 years 9 months

Cohen and Steers

Vice President, Senior National Account Manager · 2 years 8 months

Lord Abbett & Co.

Regional Consultant · 2 years 8 months

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

management responsible etfs distribution sales research planning investors investments risk distributors llc +6 more

95%

J E**

Senior Investment Consultant/Relationship Executive (Retired)

West Chester, Pennsylvania, United States 36 years

Excellent fit with 36 years experience advising and cultivating new institutional business, directly matching the core requirements of RM, institutional sales, and asset management consulting. Vanguard → PNC, 36 years experience, strong emphasis on institutional advising and client relationship management. Excellent.

LinkedIn Email Phone

Work Experience

PNC Financial Services Group

Vice President - Retirement & Investment Management Services · 11 years

Vanguard

Senior Investment Consultant · 25 years

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

best practices asset allocation portfolio management relationship management investment management defined contribution defined benefit management consulting sales retirement construction +6 more

95%

F M

Senior Relationship Manager at Newton Investment Management Group

San Francisco, California, United States 28 years 10 months

Excellent alignment with the role, specifically stating experience in Institutional Asset Management Relationship Management, business development, and focusing on client/mandate expansion.

LinkedIn Email Phone

Work Experience

Thomas Weisel Asset Management

Vice President · 5 years 2 months

Thomas Weisel Partners

Vice President · 5 years 7 months

Kayne Anderson Capital Advisors, L.P.

Vice President · 2 years 3 months

Mellon Capital

Director · 10 years 5 months

+ 3 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

asset management relationship management business development asset allocation fixed income client retention product development defined benefit defined contribution private equity investment banking management +8 more

95%

R M

VP, ETF Distribution

Denver, Colorado, United States 26 years 8 months

This candidate has extensive experience in institutional sales and asset gathering within the asset management industry, exceeding the 15-year threshold. Regional Director | Institutions & RIA's at Invesco (8+ yrs) → ETF Distribution VP at current role/previous role. Excellent.

LinkedIn Email Phone

Work Experience

Delaware Investments

Vice President · 4 years

Oppenheimer & Co. Inc.

Managing Director · 7 years

JMP Group

Managing Director/Partner · 5 years

American Century Investments

Vice President, ETF Specialist · 3 years 11 months

+ 3 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

director sales management investments securities risk distributors llc finra equities yield education +7 more

95%

P D

Executive Director, Head of Portfolio Strategy Consulting and Alternatives Research

New York City Metropolitan Area, United States 22 years 11 months

This Executive Director role involves significant institutional business development, strategy consulting, and selling investment products, closely aligning with the target role structure. Morgan Stanley Investment Management/Eaton Vance → Executive Director. Strong.

LinkedIn Email Phone

Work Experience

Amundi Pioneer

Senior Vice President, Portfolio Consultant · 3 years 2 months

State Street Global Advisors

Senior Portfolio Analyst · 3 years 3 months

Morgan Stanley Investment Management

Head of Portfolio Strategy Consulting · 1 year 11 months

State Street Global Advisors

Account Controller · 1 year 7 months

+ 4 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

strategy management sales investors insurance pensions foundations retail capital presentations road planning +8 more

95%

D* T**

Seasoned Finance and Investment Professional | Specializing in Sub-advisory Services

New York City Metropolitan Area, United States 35 years 5 months

This candidate has direct recent experience leading sales and relationship management efforts for financial institutions, including winning new FIG business and managing large sub-advisory book $26B in sales. Ex-Head of FIG at BNY Mellon IM → Led team at Morgan Stanley IM. Excellent.

LinkedIn Email Phone

Work Experience

BNY Mellon

Institututional Sales & Fix. Income Portfolio Manager · 8 years

UBS Global Asset Management

Executive Director - New Business · 1 year

U.S. Trust

Senior Vice President - New Business · 3 years

BNY Mellon

Head of Financial Institutions Group · 2 years 7 months

+ 3 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

financial institutions investment management relationship management asset management driving management sales retirement production insurance innovation director

95%

C F

Relationship Manager at Westwood Global Investments, LLC

Boston, Massachusetts, United States 19 years 2 months

This professional has significant recent experience as a Relationship Manager within asset management firms. Westwood Global Investments, LLC → Wellington Management → Goldman Sachs. Excellent.

LinkedIn Email Phone

Work Experience

Goldman Sachs

Intern - Securities Lending · 3 years 1 month

Putnam Investments

Intern - 401(k) Sales and Relationship Management · 6 months

Goldman Sachs

Vice President · 6 years 2 months

Wellington Management

Assistant Vice President - Global Relationship Group · 8 months

+ 1 more positions

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

securities sales management securities lending relationship management

95%

N P

Head of Investment Strategy for M Wealth private client and model portfolios business.

Allen, Texas, United States 19 years 10 months

This candidate has extensive financial services experience, including deep involvement in strategy, client-facing roles, and sales coordination, fitting the senior profile required. Ex-BlackRock (VP/PM) → Fisher Investments (Counselor) → M Financial Group (Strategy Head). Excellent.

LinkedIn Email Phone

Work Experience

M Financial Group

Sr. Manager / Portfolio Strategist · 2 years 2 months

BSB Capital

Associate · 1 year 6 months

Fisher Investments

Canadian Investment Counselor · 2 years 2 months

BlackRock

Vice President - Portfolio Manager · 6 years 10 months

+ 2 more positions

Qualification Criteria 3 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

alternative investments asset allocation investment strategies sales presentations portfolio management investment management analysis investments research philosophy sales strategy +6 more

95%

J C

Client Relaionship Manager - Investments at BMO Global Asset Management

Waukesha, Wisconsin, United States 25 years 10 months

Perfect title match with extensive tenure in Asset Management, strongly indicating ongoing relationship management duties. Client Relaionship Manager - Investments at BMO Global Asset Management (20 years). Excellent.

LinkedIn Email Phone

Work Experience

BMO Global Asset Management

Client Relaionship Manager - Investments · 20 years

Strong Capital Management

Investment Analyst · 5 years

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

investments

95%

S** M

Senior Portfolio Manager at Northern Trust Corporation

Chicago, Illinois, United States 31 years 10 months

This senior portfolio manager acts as an investment relationship manager and has business development experience fitting the profile well, with experience spanning over three decades. Senior PM/Investment Relationship Manager → Sr Investment Advisor; 31 years exp. Excellent.

LinkedIn Email Phone

Work Experience

PNC

Senior Investment Advisor · 2 years

JPMorgan

Vice President and Sr. Portfolio Manager · 18 years

Wells Fargo

Sr. Investment Strategist · 3 years

Northern Trust Corporation

Senior Portfolio Manager

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

client relationship management high net worth individuals management design construction securities research investments bonds equities consulting etfs +8 more

95%

D R

Business Development, Capital Formation - Traditional and Alternative Assets

Fairfield, Connecticut, United States 28 years

Strong experience in business development, global sales, and institutional groups within asset management firms, aligning well with the RM/sales profile. Multiple SVP/Director roles at Franklin Templeton, Cohen & Steers, and current BD role. Excellent.

LinkedIn Email Phone

Work Experience

Cohen & Steers

Senior Vice President, Head of Global Consultant Relations · 3 years 7 months

Dauntless Management LLC

Head of Sales and Business Development · 1 year 6 months

Franklin Templeton Investments

Senior Vice President, Head of Consultant Relations · 9 months

Evaluation Associates

Associate Consultant · 4 years

+ 6 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

director p less finra sales financial services fixed income hedge funds private equity real estate business development financial institutions

95%

M* K**

Senior Managing Director, Institutional Sales at Manulife Investment Management

Boston, Massachusetts, United States 30 years 4 months

This candidate has extensive experience as a Senior Managing Director focused squarely on Institutional Sales for large asset management firms, hitting several key requirements strongly. Senior MD/Institutional Sales → MD/Head of Sales → VP/Head of Sales, 30 years total experience. Excellent.

LinkedIn Email Phone

Work Experience

John Hancock Life Insurance Company (U.S.A.)

Investment Research · 1 year

Dalton Investments

Managing Director · 3 years 10 months

Manulife Investment Management

Senior Managing Director, Institutional Sales

Eaton Vance

Vice President, Head of North American Sales · 5 years 1 month

+ 3 more positions

Qualification Criteria 4 met, 1 not

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

leadership director sales research analytics

95%

K* M**

Client-focused professional with deep-seated experience in investment portfolio management

Atlanta, Georgia, United States 36 years 10 months

This individual has deep experience managing portfolios for institutional clients and excels at client retention and closing, fitting the core requirements well. Principal/Portfolio Manager → Montag & Caldwell, 36 years total. Excellent.

LinkedIn Email Phone

Work Experience

Trusco Capital Management

Managing Director · 14 years

Montag & Caldwell

Principal · 22 years

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

energy management gmail engagement marketing presentations foundations director sales high net worth individuals client service work ethic +3 more

95%

B E**

Vice President, Institutional Asset Management

Philadelphia, United States 21 years 4 months

This professional has significant experience in institutional asset management and relationship management roles. VP at PNC → Investment Officer at Hirtle, Callaghan & Co, 21 years experience. Excellent.

LinkedIn Email Phone

Work Experience

Hirtle, Callaghan & Co.

Investment Officer · 4 years 8 months

Penn State University

Graduate Assistant / MBA Student · 1 year 10 months

New York Life Insurance Company

Financial Services Representative · 8 months

The Vanguard Group

Flagship Service Registered Representative · 1 year 5 months

+ 2 more positions

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

retirement investors management strategy construction education theory philanthropy foundations corporations municipalities mba +8 more

95%

M* M**

Director at SEI Investments

Chicago, Illinois, United States 34 years 10 months

This Director role strongly emphasizes new business development, client service, and institutional investment management, fitting the profile well. Background includes BlackRock, SEI, and Deutsche Asset Management, 34 years experience. Director at SEI (15 yrs) → MD at BlackRock (5 yrs) → Director at Deutsche (5 yrs) → VP at ABN AMRO (9 yrs). Excellent.

LinkedIn Email Phone

Work Experience

ABN AMRO Asset Management/LaSalle Trust

Vice President · 9 years

SEI Investments

Director · 15 years

Deutsche Asset Management/Scudder Investments

Director · 5 years

BlackRock

Managing Director · 5 years

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

management capital tax education licensing leadership director investment management client service business development portfolio management capital markets +2 more

95%

G R

Institutional Portfolio Manager at Franklin Templeton Investments

San Ramon, California, United States 28 years 6 months

Excellent match as the current and majority of roles center on managing institutional portfolios and interacting with clients, directly fitting the spirit of an RM role focused on asset management sales/service. IPM → CPM, 28 years total, 15+ years in current type of role. Excellent.

LinkedIn Email Phone

Work Experience

American Century Investments

Client Portfolio Manager · 1 year

First Interstate Bank

Equity Analyst · 1 year

McMorgan and Company

Portfolio Manager · 9 years

Franklin Templeton Investments

Institutional Portfolio Manager · 15 years 6 months

+ 1 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

management research investment management portfolio management client service

95%

K B

Managing Director - Senior Relationship Manager at State Street

United States 31 years 8 months

Excellent match with explicit seniority, relationship management, and institutional business development experience within the financial services sector. Senior RM → Director Business Development/RM North America → MD at State Street/RBC/Amaces. Excellent.

LinkedIn Email Phone

Work Experience

Banco do Brasil

Internal Consultant · 10 months

Fortis Bank

Network Manager · 1 year 3 months

State Street

Senior Relationship Manager

Amaces

Director Business Development and Relationship Management North America · 6 years 5 months

+ 6 more positions

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

results oriented management development feasibility studies negotiating contracts process improvement business development relationship management product development risk management performance reviews global custody quality management +8 more

95%

L M

Client Investment Manager at Walter Scott & Partners Ltd

Boston, Massachusetts, United States 30 years 2 months

This candidate has explicit experience as a Senior Relationship Manager at MSCI and VP/Senior Relationship Manager at Eaton Vance, alongside Institutional Equity Sales, making the overall profile a near-perfect fit for the required competencies. Goldman Sachs (7y sales) → Wellington (4.7y RM) → Eaton Vance (6.4y Sr RM) → MSCI (2.7y Exec Dir/Sr RM).

LinkedIn Email Phone

Work Experience

MSCI Inc.

Executive Director, Senior Relationship Manager · 2 years 7 months

Goldman, Sachs & Co.

Vice President, Institutional Equity Sales · 7 years

American Express Asset Management (now Columbia Threadneedle)

Portfolio Associate · 1 year

GMO

Team Leader, Global Client Relations · 1 year 9 months

+ 4 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

client relations director sales

95%

N F

Managing Director at John Hancock Investments

Boston, Massachusetts, United States 22 years 3 months

Excellent match showing Director, Institutional Sales experience within an investment/financial services context, combined with deep tenure and CFA. John Hancock Director Institutional Sales → Managing Director. Strong.

LinkedIn Email Phone

Work Experience

John Hancock Life Insurance Company (U.S.A.)

Associate Director, Institutional Sales · 2 years 4 months

John Hancock Investments

Managing Director · 7 years 10 months

John Hancock Financial Services

Director, Institutional Sales · 12 years 9 months

BNY Mellon

Corporate Actions Senior Specialist · 3 years

+ 1 more positions

Qualification Criteria 3 met, 2 not

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

director sales corporate actions

95%

J C

In Memoriam

Fairfield, Connecticut, United States 35 years 2 months

Perfect alignment with expertise in institutional client relationship management and new business generation/sales within asset management organizations for over 30 years. Senior Sales Exec/Business Manager for 35+ years; Global Head of Client Relations/BD at Aetos → MD at Solus. Excellent.

LinkedIn Email Phone

Work Experience

Schroder Investment Management

Vice President · 3 years 2 months

Aetos Alternatives Management

Partner, Global Head of Client Relations and Business Development · 5 years 9 months

Solus Alternative Asset Management

Managing Director · 10 years 1 month

JP Morgan Asset Management

Managing Director · 16 years 6 months

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

new business generation asset management relationship management team management business planning client relations business development hedge funds sales management planning distribution +8 more

95%

A* G****

Independent Investment Professional

San Francisco, California, United States 33 years 8 months

Excellent match with significant experience as Head of Relationship Management in Asset Management and prior senior sales/distribution roles at major firms. BNY Mellon AM (MD, Head of RM) → BlackRock (MD, Pension Head) → Barclays Global Investors (MD) → Scudder Kemper (SVP) → The Boston Company AM (VP). Excellent.

LinkedIn Email Phone

Work Experience

Scudder Kemper Investments

Senior Vice President · 4 years

Madrone Software & Analytics

Advisory Board Member · 1 year 7 months

BNY Mellon Asset Management North America

Managing Director - Head of Relationship Management and Client Service · 11 months

The Boston Company Asset Management, LLC

Vice President · 12 years

+ 3 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

director management leadership operations risk compliance distribution pensions finra relationship management client service series 7

95%

J* S**

Mananging Director, Senior Investment Consultant for City National Rochdale

Minneapolis, Minnesota, United States 26 years 10 months

Strong fit with a career progression through high-level investment consulting roles at major firms, explicitly mentioning investment consulting and capital markets expertise, which aligns well with Asset Management and Relationship Management duties. Senior Investment Consultant at City National Rochdale → VP at Nationwide → VP at BlackRock → VP at Dreyfus. Senior. Excellent.

LinkedIn Email Phone

Work Experience

Dreyfus

Vice President · 4 years 6 months

Nationwide Financial

Vice President · 2 years 11 months

BlackRock

Vice President · 8 years 6 months

Chase

Vice President · 1 year

+ 1 more positions

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

capital markets producing capital

95%

T S

Retired - MD JP Morgan

New York, New York, United States 36 years 7 months

Excellent fit with direct senior experience in institutional relationship management and sales within asset ownership, despite currently being a small business owner. JP Morgan MD (11 yrs, Head of Institutional Asset Owners Relationship Management) → Citi MD (4 yrs) → Chief Everything Officer. Strong.

LinkedIn Email Phone

Work Experience

Citi

Managing Director, Head of North America · 4 years 5 months

The Hidden Acorn

Chief Everything Officer

The Bank of New York

Senior Vice President · 5 years

JP Morgan

Managing Director · 11 years 2 months

+ 2 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

real estate private equity small business relationship management financial institutions latin america product development public speaking client service executive management business development client management channel sales +8 more

95%

S B

Chief Client Officer, Head of Client Relationships & Business Development at Income Research + Management

Boston, Massachusetts, United States 18 years

Excellent fit—The current role is Chief Client Officer/Head of Client Relationships & Business Development, directly hitting RM and sales/development needs, paired with 18 years experience in asset management/institutional roles. Income Research + Management → Morgan Stanley → Eaton Vance, 18 years experience. Excellent.

LinkedIn Email Phone

Work Experience

Eaton Vance

Director of Relationship Management · 9 years 7 months

Morgan Stanley

Managing Director, Head of Client and Consultant Relations & Strategy · 1 year 6 months

Eaton Vance Investment Managers

Managing Director, Head of North American Institutional · 6 years

Eaton Vance

Head of Institutional - North America · 6 years

+ 1 more positions

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

director management sales responsible marketing planning metrics hiring budget compensation retail less +8 more

95%

C B

Strategic Relationship Manager at Franklin Templeton - retired

Boston, Massachusetts, United States 34 years 5 months

This candidate has extensive experience as a Relationship Manager within investment firms, strongly aligning with AM context. Ex-Merrill Lynch → Bisys → Putnam Investments (15+ years in RM) → Franklin Templeton. Strong.

LinkedIn Email Phone

Work Experience

Putnam Investments

Sr. Relationship Manager · 15 years 2 months

Putnam Investments

Head of Broker Dealer Relationship Management · 8 years 7 months

Merrill Lynch

Financial Advisor · 3 years 1 month

Bisys/Citizens Financial Services

Financial Advisor · 4 years 8 months

+ 3 more positions

Qualification Criteria 3 met, 1 not

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

relationship management investments securities risk distributors llc finra management

95%

J C

Retired - Senior Director - Institutional Investor Group at Vanguard

Vero Beach, Florida, United States 25 years

This candidate has extensive senior experience in institutional sales and relationship management within asset management. Retired - Senior Director at Vanguard → SVP at Putnam Investments. Strong.

LinkedIn Email Phone

Work Experience

Putnam Investments

Senior Vice President - Relationship Management · 8 years

The Vanguard Group

Senior Director · 14 years

BayBank Investment Management

Product Manager · 3 years

Qualification Criteria 5 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

retirement sales management operations distribution finance consulting responsible selling profitability liaison technology +8 more

95%

M C

Managing Director, Relationship Manager, Institutional Clients at Wellington Management

San Francisco, California, United States 24 years 9 months

This profile hits multiple keywords directly, showing recent senior relationship management experience focused on institutional clients within asset management. Vice President, Relationship Manager → Experience in Business Development/Sales → Current Managing Director, Relationship Manager. Excellent.

LinkedIn Email Phone

Work Experience

Pioneer Investments

Vice President, Business Development Officer, Retirement Investment Only Group · 2 years 8 months

Wellington Management

Managing Director · 5 months

Pioneer Investments

Vice President, Senior Business Development Officer · 1 year 6 months

Pioneer Investments

Divisional Sales Associate · 10 months

+ 6 more positions

Qualification Criteria 4 met

Asset Management

Institutional sales

15+ years experience

Relationship Manager

Client portfolio development

Skills & Expertise

retirement director sales series 7 business development

Candidate Profiles

M*** B****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

S**** I***

Work Experience

Qualification Criteria 5 met

Skills & Expertise

J** S****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

G*** L****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

J** E****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

F**** M****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

R**** M****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

P**** D****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

D*** T****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

C**** F****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

N**** P****

Work Experience

Qualification Criteria 3 met

Skills & Expertise

J**** C****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

S**** M**

Work Experience

Qualification Criteria 4 met

Skills & Expertise

D**** R****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

M*** K****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

K*** M****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

B** E****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

M*** M****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

G**** R****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

K**** B****

Work Experience

Qualification Criteria 4 met

M* B**

S** I*

J S**

G* L**

J E**

F M

R M

P D

D* T**

C F

N P

J C

S** M

D R

M* K**

K* M**

B E**

M* M**

G R

K B

L M

N F

J C

J* S**

T S

S B

C B

J C

M C