Relationship Manager - Institutional Clients
Third Bridge Group Limited, Dallas, TX, United States
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?
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, dental, and vision plan, plus a personal HSA and Medical FSA. 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, 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.
#J-18808-Ljbffr
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?
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, dental, and vision plan, plus a personal HSA and Medical FSA. 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, 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.
#J-18808-Ljbffr