Abrar Admin

INTECH Investment Management, LLC

<div>Role Description 
The Relationship Management Associate is a fast-paced role supporting Intech&rsquo;s Relationship and Client Management team. This position involves regular and ongoing communication with internal teams and external contacts, coordinating, preparing and participating in sales meetings and follow-up, maintaining lists of top prospects and opportunities, coordinating monthly updates and outreach, lead generation, activity prioritization &amp; managing new account start-ups. 
This role is ideal for a proactive, adaptable and detail-oriented professional with a passion for financial services and a desire to build a long-term career in institutional sales or other client-facing roles. The position follows a hybrid schedule based in our West Palm Beach office, with a minimum of three days per week in-office. 
Duties and Responsibilities 
<ul><li>
Assist with monthly and quarterly client reporting and communications</li><li>
Coordinate, schedule and prepare materials for prospect and partnership meetings.</li><li>
Attend prospect and partnership meetings, write meeting notes and assist with timely follow up</li><li>
Ensure prompt responses to client and prospect inquiries and requests</li><li>
Identify and research new prospects, maintain list of top prospects and opportunities.</li><li>
Maintain accurate and up-to-date records in CRM systems, support outreach campaigns and activity tracking. Manage new account onboarding and collaborate with internal teams to ensure smooth client experience</li><li>
Establish and maintain strong relationships across all internal functional groups, including key functional partners. Acts as team liaison, coordinating due diligence meetings for prospects and existing clients</li></ul> 
Knowledge, Skills and Abilities<div> 
<ul><li>
Excellent interpersonal and relationship building skills</li><li>
Problem solving skills</li><li>
Ability to work independently or with a variety of colleagues in a fast-paced environment</li><li>
Exceptional communication skills with the ability to convey ideas clearly and effectively to diverse audiences</li><li>
Strong proficiency with Microsoft Office and experience using CRM systems and other business technologies</li><li>
Demonstrated comfort leveraging technology, data, and tools to drive productivity and insights</li></ul></div> 
Minimum Experience<div> 
<ul><li>
2-5 years of financial in an institutional asset management or finance client relations role or equivalent experience. Experience with an investment management firm is preferred</li></ul></div> 
Minimum Education, Training and Certifications<div> 
<ul><li>
Bachelor&rsquo;s degree or equivalent; pursuit of MBA and/or CFA is desirable</li></ul></div></div>

Relationship Management Associate

Join INTECH Investment Management, LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

INTECH Investment Management, LLC

About Company

Relationship Management Associate