Strategic Relationship Development Manager

3 weeks ago


San Francisco, California, United States Avior Executive Search, Inc Full time

Senior Relationship Manager Job Description

Nationwide opportunities abound for the right candidate to join our boutique culture-driven investment management firm. With over $600 billion in AUM, our organization ranks among the most prominent investment firms in the world.

Responsibilities

The Senior Relationship Manager is responsible for developing new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also involves maintaining close, ongoing relationships with existing clients.

The SRM works closely with HNW/UHNW clients with complex investment needs, partnering with the internal planning and investment team to conduct a detailed needs analysis that delves into clients' values, legacy, and philanthropic goals.

The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth.

Candidate Profile

The Senior Relationship Manager profile is as varied and diverse as the clients they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors.

An existing network that can be cultivated and expanded within the community is essential. Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors is also required.

Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, is crucial. Comfortable interacting with individuals of significant wealth and possessing personal integrity beyond reproach are also essential qualities.

A strong academic background and a minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management are required.



  • San Francisco, California, United States Welocalize Full time

    Job Responsibilities:The Welocalize Account Manager is responsible for developing and sustaining a long-term strategic customer relationship, leveraging our subject matter expertise and service capabilities to create value-based solutions, serving as customer advocate for internal and external stakeholders, driving growth and lifetime value through a...


  • San Francisco, California, United States Lightbend Full time

    Job OverviewLightbend is a leader in the software industry, providing cutting-edge Platform-as-a-Service (PaaS) solutions that help companies drive digital transformation. We are passionate about empowering businesses with real-time data processing and innovative cloud-native architecture. As we continue to expand, we are looking for a talented and motivated...


  • San Francisco, California, United States Manulife and John Hancock Full time

    About the RoleThe Strategic Relationship Champion will serve as a key member of a regional team, focusing on retirement plan retention and growth in revenue and assets through informed and loyal advisors, sponsors, and participants.Key ResponsibilitiesDevelop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and the JH team to...


  • San Francisco, California, United States WaterSHED Full time

    We are seeking a skilled sales professional to join our team as a Strategic Account Development Manager. In this role, you will be responsible for developing and executing a sales strategy to bring Watershed's climate program to large companies.Key Responsibilities:Sell Watershed's climate program to executive-level decision makers at leading...


  • San Francisco, California, United States SourcePro Search, LLC Full time

    Business Development Manager - Strategic GrowthFantastic opportunity for an experienced Business Development Manager to join our top-ranked law firm client. You will play a key role in the development, implementation, and administration of the firm's strategic DEI-driven business development initiatives.This position can be based out of our Los Angeles, San...


  • San Francisco, California, United States Sephora USA, Inc. Full time

    Senior Sourcing Manager, Store Development, Fixtures Job DescriptionSepha USA, Inc. is seeking a highly skilled Senior Sourcing Manager to join our Store Development team. As a key member of our team, you will be responsible for developing strong business partner relationships and providing strategic sourcing support to Sepha at an enterprise level and to...


  • San Francisco, California, United States Etleap Full time

    About the Role: We are seeking a highly skilled Business Development Manager to join our team. In this role, you will be responsible for identifying and pursuing strategic partnerships that drive business growth.Key Responsibilities:Develop and execute business development strategies to achieve sales targetsBuild and maintain strong relationships with key...


  • San Francisco, California, United States Grindr Full time

    About the RoleThis is a hybrid position based out of San Francisco and will require you to be in office Tuesdays and Thursdays. As Grindr enters a new phase of growth, our VP, New Business Development is looking to bring on a Manager, New Verticals. Grindr is exploring a variety of new verticals and business units, and this role will be a strategic operator...


  • San Francisco, California, United States Common Sense Media Full time

    Job Title: Vice President, Business DevelopmentJob Summary:Common Sense Media is seeking a highly skilled Vice President, Business Development to lead our revenue growth strategy. As a key member of our leadership team, you will be responsible for shaping and driving our business development efforts, expanding revenue-generating partnerships, and...


  • San Francisco, California, United States Dell Full time

    Public Sector Field Director (Account Executive)Dell's Business Development Sales team excels at forging strong relationships with existing customers. To gain a deeper understanding of the factors driving purchasing decisions, the team develops connections at all levels of a client's business. They use this insight to identify new opportunities and build...


  • San Francisco, California, United States Pyramid Consulting Full time

    Job Title: Corporate Development StrategistWe are seeking a seasoned Corporate Development Strategist to join our team at Pyramid Consulting. As a key member of our corporate development team, you will be responsible for driving strategic initiatives and projects that align with our company's goals.Key Responsibilities:* Assist in the discovery and...


  • San Bruno, California, United States Akraya Full time

    Job Summary:As a key member of our team, you will play a pivotal role in developing and maintaining strategic partnerships with top agency holding companies. Your primary objective will be to drive business growth and collaboration, fostering new revenue streams and opportunities. This role requires strong relationship management skills, strategic planning,...


  • San Francisco, California, United States Fuse LLC Full time

    About the RoleFuse LLC is seeking a highly skilled Strategic Partnerships Manager to join its team. As a key member of the Strategic Partnerships team, you will play a critical role in supporting the organization's engagements with city and county governments.Key ResponsibilitiesMap and document business processes to identify areas for improvement and...


  • San Francisco, California, United States Access Full time

    Job Title: Senior Account ExecutiveAbout the Role:We are seeking a seasoned Senior Account Executive to join our team at Access. As a key member of our account management team, you will be responsible for building and maintaining strong relationships with our clients, providing strategic counsel, and driving business growth.Key Responsibilities:• Act as...


  • San Francisco, California, United States F5 Full time

    Job DescriptionF5 is seeking a highly skilled Strategic Account Manager to join our team. As a key member of our sales organization, you will be responsible for managing and growing our relationships with major enterprise accounts.Key Responsibilities:Develop and execute strategic plans to drive sales growth and revenue expansion with key accountsBuild and...


  • San Francisco, California, United States Strategic Risk Solutions Full time

    Job DescriptionStrategic Risk Solutions Inc. (SRS), a leading independent insurance company manager, seeks a strategic and driven Business Development Executive to join its Garnet Captive division. This remote Bay Area based position will focus on working with new and existing insurance agencies to educate and deliver on group captive products to their...


  • San Francisco, California, United States EPIP Full time

    About the PositionAt EPIP, we are seeking a Strategic Development Leader to drive new revenue opportunities and refine our business model. This role is responsible for developing and implementing strategies to grow our revenue streams and diversify our resource base.Key ResponsibilitiesDevelop and implement revenue growth strategies to meet short-term and...


  • San Jose, California, United States Cadence Design Systems Full time

    Job SummaryCadence Design Systems is seeking a highly skilled Strategic Business Development Manager to join our team. As a key member of our sales organization, you will be responsible for developing and driving business strategy that leads to adoption and growth of our products at targeted focal accounts.Key Responsibilities• Develop and execute business...


  • San Francisco, California, United States AXA XL Ltd Full time

    Strategic Account ManagerAXA XL Ltd is seeking a skilled Strategic Account Manager to nurture and cultivate long-term client relationships with strategic accounts. The ideal candidate will have a deep understanding of the market and robust internal networks to support clients holistically across their end-to-end experiences.Key Responsibilities:Develop...


  • San Francisco, California, United States BroadbandTV Full time

    Job SummaryRHEI, a leading creator economy company, is seeking a highly skilled Strategic Business Development Leader to drive growth and partnerships across our global markets. As a key member of our team, you will be responsible for identifying and executing strategic initiatives, including partnerships, content licensing & distribution, platform...