Job Title: VP, Global Strategic Accounts, Senior Relationship Manager

Department: Global Distribution

Reports To: Senior Vice President, Head of Global Strategic Accounts

FLSA Code: Exempt

Estimated Salary: $175,000 - $190,000

Job Summary:

Represent Cohen & Steers within the home office of key national client firms, focused on establishing strategic relationships and enhancing the brand. Responsible for developing and driving distribution strategy and execution across the full client value chain. Expected to take proactive approach to client engagement to win new mandates (platform placements, research recommendations and model allocations), maintain existing positions, and grow platform level assets and market share. Should possess strong organizational, analytical, sales, and marketing skills. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

Establish trust with clients to enhance relationships and encourage confidence in the firm; raising and retaining assets
Develop, communicate and implement a holistic, data informed firm level business strategy inclusive of generating direct sales, establishing increased visibility within the system, and directing a segmented digital marketing plan
General support of account management activities across research, due diligence, CIO office, product, and all other key centers of influence
Preparation of client meeting materials
Follow up on action items identified through client meetings and calls
Execute on client contract amendments, negotiations and execution
Develop and maintain a high level of knowledge of the firm’s products and their relevance to client base; maintain high level of responsiveness to all client requests
Establish productive working relationships with both internal and external partners
Liaise with various internal teams including Investments, Sales, Product Solutions, Finance, Legal & Compliance and Marketing to provide deliverables to the client

Minimum Requirements:

Bachelor’s degree
Series 6 or 7 license, Series 63
10+ years of relevant experience within Financial Services industry
CFA or CAIA designation preferred
NYC based
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.

Beneficial Skills and Abilities

Excellent communication skills – written and verbal
Relationship and sales success in alternatives, private real estate, private equity, real assets, closed-end funds, ETFs
Deep knowledge of the broker/dealer and investment advisor community, with experience covering wirehouse relationships
Established senior level relationships and influence within broker/dealer community
Strong interest and knowledge of financial markets and investing
Strong influencing and presentation skills
High standard of analytical and written work
Displays energy, enthusiasm, drive and perseverance
Team-oriented and inclusive of all perspectives
High level of competency on PowerPoint, Excel & Word
Flexible and willing to adapt within a quickly shifting market landscape

Working Conditions

Travel varies from 25% upward (depending on time of year and client opportunity)

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.

Cohen & Steers

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