Relationship Manager - Institutional Clients
Third Bridge, Dallas, Texas, United States, 75215
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
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?
Competitive salary dependent on experience + commission scheme
Vacation: 15 days (increases to 20 days after 2 years of service) plus U.S. 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, dental, and vision plans, plus a personal HSA and medical FSA, and health and wellbeing events focused on mental health
Future and family: 401(k) matching up to 5% of base salary, life insurance, long‑term disability, dependent care FSA, and pet insurance
Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days for life events, and "Summer Fridays"
Rewards: points through colleague‑to‑colleague recognition program to spend on hotels, gift cards, charity donations, and more
Social: weekly optional social gatherings, daily breakfast and snacks, ESG events (CSR, Environment, Diversity & Inclusion, including Women at Third Bridge, Pride, and Blkbridge)
Frontline Innovation: opportunity to share ideas through hackathons and other events
The successful candidate must, by the start of employment, have permission to work in the country they are applying to.
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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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
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?
Competitive salary dependent on experience + commission scheme
Vacation: 15 days (increases to 20 days after 2 years of service) plus U.S. 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, dental, and vision plans, plus a personal HSA and medical FSA, and health and wellbeing events focused on mental health
Future and family: 401(k) matching up to 5% of base salary, life insurance, long‑term disability, dependent care FSA, and pet insurance
Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days for life events, and "Summer Fridays"
Rewards: points through colleague‑to‑colleague recognition program to spend on hotels, gift cards, charity donations, and more
Social: weekly optional social gatherings, daily breakfast and snacks, ESG events (CSR, Environment, Diversity & Inclusion, including Women at Third Bridge, Pride, and Blkbridge)
Frontline Innovation: opportunity to share ideas through hackathons and other events
The successful candidate must, by the start of employment, have permission to work in the country they are applying to.
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.
#J-18808-Ljbffr