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Relationship Manager - Institutional Clients
Relationship Manager - Institutional ClientsThird Bridge • Dallas, TX, US
Relationship Manager - Institutional Clients

Relationship Manager - Institutional Clients

Third Bridge • Dallas, TX, US
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  • [job_card.full_time]
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Job Description

Job Description

Company 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

We’re looking for a high-energy Relationship Manager ready to source and lead conversations with some of the most prominent Investment Professionals in the US!

As a hunter, you will be growing some of Third Bridge’s largest institutional accounts while also sourcing new business opportunities with Tier 1 hedge funds and asset managers. This role blends sales acumen, relationship building, commercial strategy, and deep curiosity for how top institutional investors operate.

What You’ll Do

Plan and lead virtual + in-person meetings with a variety of investment team stakeholders at both clients and prospects

Source new revenue opportunities within existing growth accounts while also being a contributor to growing the new business pipeline

Collaborate with your Account & Project Managers to drive revenue and new growth opportunities

Learn the language, cadence, and decision-making of institutional investors

Suggest relevant content and experts to your designated users to ensure users remain engaged and become proponents of Third Bridge moving forward

Monitor and track the market as it impacts your clients' strategies to ensure you can be a true research partner

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 get new investment professionals excited about engaging with Third Bridge

You contribute meaningfully to account planning and expansion strategy

Qualifications

Who You Are

Curious about markets and how investment teams actually work

Comfortable speaking across varying levels / titles of investment professionals

Ready to own a strategic client and prospect territory with support from an established team

Highly organized, commercially driven, and persistent in follow-up

Energized by travel, meetings, and juggling multiple stakeholders

Ambitious and proactive "go-getter" mentality

Competitive attitude to overcome challenges and exceed expectations

Additional Information

How will you be rewarded?

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

  • Competitive salary 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.

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Relationship Manager Institutional Clients • Dallas, TX, US

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