Product/Relationship Manager

Standish Mellon is seeking a Relationship Manager who will provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process, and performance of specific products. He/she will serve as the primary investment and relationship contact for assigned clients and will participate in investment strategy meetings with portfolio managers. The incumbent may assist in and/or be responsible for developing new products, as well as performing competitive analysis and positioning. The incumbent will have a key role in new business efforts (e.g., final presentations, consultant meetings, reviewing RFP language, etc.).

 

BA/BS degree. 5 or more years of investment experience, with an in-depth knowledge of the assigned product(s).  CFA and/or an MBA.  Excellent written and verbal communication skills.

 

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