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About the job

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.