Wealth Channel Relationship Manager
Two Sigma · New York, United States · 2h ago
Mid levelOn-siteInvestment & Asset Management
Two Sigma is a leading quantitative investment management and trading firm. The company applies a scientific approach to investing, combining cutting-edge technology, artificial intelligence, data science, and quantitative research with rigorous human inquiry to capitalize on market opportunities and deliver alpha for investors.
Our team of engineers, quantitative researchers and data scientists looks beyond the traditional to test hypotheses and develop creative solutions to some of the world’s most complex economic problems.
We are seeking a motivated and meticulous Wealth Channel Relationship professional to join the Investor Relations team in New York. The ideal candidate will possess strong communication, analytical and organizational skills to effectively balance a broad set of responsibilities. The Wealth Relationship will partner with Senior Relationship Managers and Client Service team to build and deepen relationships with existing and prospective investors and ensure a coordinated client experience. The day-to-day includes operating and optimizing the client platform in support of the investment management business. The candidate must be a proven collaborator and self-motivator with sharp attention to detail. If you are enthusiastic about joining a fast-paced, diverse team where creative versatility drives brand excellence, we would love to meet you!
You will take on the following responsibilities:
- Identify and build relationships in private banking and wealth management networks. Deepen connections, originate new opportunities, and guide clients through diligence and onboarding.
- Develop a deep understanding of Two Sigma’s outstanding vision and offerings to effectively position Two Sigma as a truly differentiated investment manager
- Anticipate the complex financial needs of the client and offer solutions through a range of products, informed by rigorous client profiling
- Provide regular beneficial engagement - High touch, face-to-face meetings at client's preferred location, consistent communication, access to firm content and resources
- Proactively source, acquire and expand high-value relationships by maximizing sales and service opportunities.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
You must possess the following qualifications:
- 5+ years of previous experience in institutional money management, investment consulting, or wealth management
- Demonstrated experience covering UHNW, private bank, and/or family office channels is strongly preferred
- BA/BS degree with a strong academic record
- Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts
- Strong verbal and written communication skills, including the ability to present to sophisticated investors
- Highly organized with strong attention to details
- Self-starter approach, with an ability to solve problems with appropriate oversight and direction
- Technical skills such as a strong understanding of the hedge fund space, systematic strategies and tax-aware investing are highly preferred.
Note this role will require a willingness to travel throughout the US for in-person client meetings, prospect visits and industry events
You will enjoy the following benefits:
- Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance
- Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms
- Learning: Tuition reimbursement, conference and training sponsorship
- Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves
- Hybrid Work Policy: Flexible in-office days with budget for home office setup
The base pay for this role will be between $175,000 and $250,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.
We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.
Two Sigma is committed to providing reasonable accommodations to qualified individuals in accordance with applicable federal, state, and local laws.
If you believe you need an accommodation, please visit our website for additional information.