Sub Advisory Client Relations Manager, VP-SVP

Sub Advisory Client Relations Manager, VP-SVP

Global Client Relations New York

PineBridge Investments, A MetLife Investment Management company. MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025. Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.

What sets us apart isn't just the breadth of our platform and capabilities it's how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client's perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in New York with the expectation of a hybrid work model. The Vice President or Senior Vice President, Client Relations Manager, will be responsible for managing and expanding existing strategic intermediary and institutional relationships with a focus for Americas Retail and Intermediary Business, with a focus on sub-advisory 40-Act relationships, wealth platforms and asset aggregation partners. This role blends strategic relationship management, advance client servicing, distribution support and sales influence, serving as a senior point of contact for all clients across the channel. The individual will contribute to retention, asset growth and platform penetration efforts across the channel.

This role will serve as an ambassador and client advocate within the firm, ensuring seamless representation of our organization to clients. This role will oversee the full client life cycle, acting as the lead liaison between clients and internal investment, distribution, product and operational teams. The role will touch all asset classes and requires an advanced understanding of the asset management business given the added complexities of supporting intermediary clients. The Client Relations Manager will possess advanced knowledge across asset classes (e.g., public fixed income, equities, private markets, multi-asset) and across investment vehicles (e.g., mutual funds, ETFs, closed-end funds, CITs, SMAs).

The Client Relations Manager reports directly to the Head of Americas Client Relations with a functional reporting line into the Head of Intermediary & Retail, Americas. A dedicated Associate will report into the Client Relations Manager.

Primary Responsibilities:

• Strategic Relationship Management
• Serve as the senior relationship manager for key sub-advisory, intermediary and institutional distribution partners
• Own day-to-day and strategic relationships with assigned clients
• Lead & coordinate quarterly and annual business reviews
• Develop and execute strategic account plans in partnership with sales leadership and consultant teams
• Develop and maintain senior-level relationships with institutional intermediary clients, including a significant focus on the traditional sub-advisory channel.
• Act as the primary coverage person for assigned intermediary relationships
• Build long-term strategic partnerships to increase assets and retention
• In collaboration with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth
• Client Service, Communication, Reporting
• Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution)
• Lead/assist with meeting preparation, execution, and follow-ups
• Ensure consistent and proactive communication with clients regarding market developments and firm updates
• Lead/oversee deliverables including reporting, performance updates, investment commentaries, presentations, compliance certifications, RFPs, due diligence questionnaires (DDQs) and platform/account-related requests
• Internal collaboration
• Close coordination and collaboration with the senior operations, compliance, legal, product and investment teams
• Market Intelligence & Business Tracking
• Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce)
• Ensure CRM is kept up to date across organizations, contacts, Business at Risk, new opportunities, and account change management
• Monitor industry trends across institutional and intermediary distribution channels.

Qualifications & Requirements:

Education & Certifications:

• Bachelor's degree required; MBA or CFA strongly preferred.
• FINRA licenses (Series 7 and 63/65 or 66)
• 812 years of experience in relationship management or client service management within the asset management industry
• Proven success managing large, complex institutional relationships and driving asset growth
• Experience working with fund and distribution platforms, manager research, gatekeepers, and consultants

Skills & Competencies:

• Deep understanding of institutional investment products and solutions across asset classes
• Strong knowledge of intermediary platforms (wirehouses, retirement platforms, RIAs, bank trusts, OCIOs)
• Strong understanding of the US 40-Act business, including open-end, close-end, and ETF fund structures.
• Ability to manage complex sales cycles and navigate multi-stakeholder environments
• Excellent communication, collaboration, presentation, negotiation, and relationship-building skills
• Team player with flexibility to adapt
• Strategic mindset with strong commercial acumen
• Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports. Knowledge of Salesforce a plus.

Location/Travel:

• Location: New York, NY (3 days / week in-office)
• Periodic presence in satellite Philadelphia & NJ Offices
• 10 - 15% Travel for client meetings, conferences and/or team support

About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a 'Best Place to Work in Money Management' by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for 'Best Workplace' and 'Learning & Development' and in 2024 we received Merit awards for 'Talent Acquisition' and 'Employee Benefits.' Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance's APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

*Salary Range: $180,000-$240,000 annually + bonus + benefits*

PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees.