Associate Relationship Manager

We’re working with a globally established investment firm that partners with institutional clients across the world, including banks, insurance firms, and large financial organizations. They are growing their Strategic Partnerships team and seeking an Associate Relationship Manager to join their office in either the DFW area, Tampa, or Portland.

This is a unique opportunity for someone early in their career who wants to break into institutional investing while building high-level relationships across international markets.

If you’re a driven, polished professional who enjoys meeting new people, traveling, and building long-term partnerships—without the pressure of a commission-heavy sales role—this is a standout opportunity. Note: This role does require

What You’ll Do:

• Identify and research potential partner organizations (banks, financial institutions, etc.)
• Conduct outreach and cold calls to set meetings with decision-makers
• Travel regularly to meet prospective partners face-to-face
• Build and maintain long-term relationships with institutional clients
• Support senior team members in presentations and partnership development
• Prepare materials and participate in meetings to win new business
• Track all activity and keep detailed records in internal systems
• Coordinate internally to help move opportunities through the pipeline

What We’re Looking For:

• 2+ years of professional experience in financial services, client-facing roles, or relationship management
• Fluency in both English and Spanish is required (must be able to conduct business in both languages)
• Strong communication skills — polished, articulate, and confident speaking with professionals
• Self-motivated, organized, and able to manage multiple priorities
• Interest in investments, financial markets, or institutional clients
• Bachelor’s degree preferred (or equivalent experience)
• Willingness to travel 50%+

Why You’ll Love This Role:

• Strong base salary + performance-based bonus (no commission pressure)
• Clear work-life balance — no expectation of after-hours work
• 100% paid medical, dental, and vision for you and your family
• Industry-leading 401(k) match
• Generous PTO + holidays (30+ days total in year one)
• Structured training and clear path for internal growth
• Exposure to global markets and high-level institutional clients

Location:

DFW, Tampa, or Portland — onsite to start (first 90 days), with hybrid flexibility after training

Relocation assistance available for qualified candidates

📩 Ready to take the next step in your career and gain exposure to institutional investing? Apply now or send your resume to [email protected].