Senior Relationship Manager - Multi-Manager Clients

Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,600 employees located across twelve offices.

Job Description

The Multi-Manager Client Group is responsible for managing relationships with our most strategic multi-manager hedge fund clients utilizing 1:1 expert calls and our full suite of content solutions. These accounts represent significant existing and long-term revenue opportunity.

The Senior Relationship Manager will own a portfolio of high-value clients, developing and executing short-, medium-, and long-term engagement strategies that drive adoption, retention, and revenue growth. This role requires deep understanding of how multi-manager investment teams operate and the ability to position Third Bridge as a trusted research partner embedded in their workflow.

What You’ll Do

Client Engagement & Relationship Ownership

• Lead virtual and in-person meetings with Analysts, Senior Analysts, Portfolio Managers, and Strategy Heads across Equity L/S, Credit, and Event-Driven strategies
• Develop and execute structured quarterly engagement plans (user targeting, sector prioritization, feedback tracking)
• Build, develop, and manage senior stakeholder relationships to drive long-term partnerships
• Introduce new users to Third Bridge capabilities to accelerate product adoption and stickiness
• Consistently communicate and demonstrate value across all stages of the client lifecycle

Revenue Growth & Commercial Execution

• Source a minimum of 10 new expert call projects per week aligned to client research priorities
• Drive revenue expansion through proactive expert recommendations and targeted outreach
• Conduct ongoing retention and risk analysis across your book of business
• Partner closely with the Strategic Account Manager to align engagement strategy with renewal and growth objectives
• Identify expansion opportunities and collaborate with Connections and Content teams to unlock incremental revenue

Strategic Advisory & Market Partnership

• Develop fluency in each client’s investment philosophy, decision-making cadence, and portfolio priorities
• Monitor market developments and hedge fund trends to remain highly relevant in client conversations
• Identify root causes of client challenges and implement structured, data-informed solutions
• Act as the voice of the client internally, sharing qualitative and quantitative feedback to influence product development and roadmap priorities
• Advocate for feature enhancements that improve repeat use cases and client workflow integration

Qualifications

What You’ll Bring

• Strong intellectual curiosity about financial markets and multi-manager fund dynamics
• Comfortable engaging senior investment professionals across varying strategies and asset classes
• Proven ability to own and grow a strategic client book within a commercial environment
• Highly organized with the ability to balance long-term account planning with near-term execution
• Commercially driven with a clear understanding of revenue impact and performance metrics
• Persistent and proactive in outreach (phone, email, and in-person engagement)
• Strategic mindset with disciplined follow-through
• Excellent communication and interpersonal skills
• Ability to consult with senior stakeholders and develop tailored account strategies
• Experience navigating large, complex investment organizations preferred

What Success Looks Like

• You proactively and creatively engage top accounts through planned in-person meetings, structured outreach, and value-driven communication

• You consistently hit or exceed project sourcing targets

• You materially increase user activation, engagement depth, and revenue across your client portfolio

• You gather actionable client feedback well in advance of renewal cycles

• You demonstrate strong product fluency and deep client understanding within your first 90 days

• You immerse yourself in market news, fund performance, team moves, and capital allocation trends to build credibility and relevance in every client interaction

Additional Information

How will you be rewarded?