Senior Relationship Manager Team Lead

1st September 2017
Job Type


BSM Group are looking for a Senior Relationship Manager Team Lead.

The Role:

  • Selling the firm’s research to all types of investment firms
  • Managing the team of 2-3 salespeople covering New York, NJ and CT
  • Using a sound understanding of investment styles and themes to target prospect segments for underpenetrated accounts
  • Identifying custom research opportunities at targeted named accounts
  • Travelling with strategists and managing the trips
  • Maximizing revenue through cross sells and upsells
  • Following up with prospects after meetings or strategist trips to maximize revenue
  • Providing valuable market feedback to the product heads to ensure we are matching product development to demand
  • Reviews and analyzes sales performance using Salesforce against programs, quotas and plans to determine effectiveness
  • Extensive use of CRM (Salesforce) to log all activity, manage pipeline, campaigns and trials

The Person:

  • Bachelor’s Degree
  • Minimum of five years related experience with progressive managerial responsibilities
  • Experience selling investment research to the buy side
  • Experience managing vote accounts
  • Demonstrated knowledge of in-depth sales and marketing techniques and financial principles
  • Ability to communicate orally or in written form effectively with co-management, internal and external customers
  • CFS preferred but not required

For more information please contact Karim Belhadj at

Apply online
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