Senior Relationship Manager - CPE - NYC

The Multi-Manager Client Group is responsible for managing relationships with our most strategic multi-manager hedge fund clients utilizing 1:1 expert calls and our full suite of content solutions. These accounts represent significant existing and long-term revenue opportunity.

The Senior Relationship Manager will own a portfolio of high-value clients, developing and executing short-, medium-, and long-term engagement strategies that drive adoption, retention, and revenue growth. This role requires deep understanding of how multi-manager investment teams operate and the ability to position Third Bridge as a trusted research partner embedded in their workflow.

Client Engagement & Relationship Ownership

• →Lead virtual and in-person meetings with Analysts, Senior Analysts, Portfolio Managers, and Strategy Heads across Equity L/S, Credit, and Event-Driven strategies
• →Develop and execute structured quarterly engagement plans (user targeting, sector prioritization, feedback tracking)
• →Build, develop, and manage senior stakeholder relationships to drive long-term partnerships
• →Introduce new users to Third Bridge capabilities to accelerate product adoption and stickiness
• →Consistently communicate and demonstrate value across all stages of the client lifecycle

• Strong intellectual curiosity about financial markets and multi-manager fund dynamics
• Comfortable engaging senior investment professionals across varying strategies and asset classes
• Proven ability to own and grow a strategic client book within a commercial environment
• Highly organized with the ability to balance long-term account planning with near-term execution
• Commercially driven with a clear understanding of revenue impact and performance metrics
• Persistent and proactive in outreach (phone, email, and in-person engagement)
• Strategic mindset with disciplined follow-through
• Excellent communication and interpersonal skills
• Ability to consult with senior stakeholders and develop tailored account strategies
• Experience navigating large, complex investment organizations preferred

• You proactively and creatively engage top accounts through planned in-person meetings, structured outreach, and value-driven communication

• You consistently hit or exceed project sourcing targets

• You materially increase user activation, engagement depth, and revenue across your client portfolio

• You gather actionable client feedback well in advance of renewal cycles

• You demonstrate strong product fluency and deep client understanding within your first 90 days

• You immerse yourself in market news, fund performance, team moves, and capital allocation trends to build credibility and relevance in every client interaction

• Salary: $75,000-80,000 basic 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 Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). 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, a 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