What are the responsibilities and job description for the Senior Relationship Manager position at AMG Wealth?
Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG’s culture – and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.
Our strategy is to form unique and innovative partnerships with independent asset management firms around the world – we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms’ success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.
We are a community. Join us.
Title : Senior Relationship Manager (Alternatives / Private Markets)
The Role : AMG is looking for a Senior Relationship Manager to engage with gatekeepers and COIs to build and maintain relationships across US Wealth, with a focus on liquid alternatives and private markets. We have a unique and dynamic culture and seek a team member who has a long-term focus and whose values align with our attributes - Entrepreneurial, Collaborative, and Disciplined.
Core Responsibilities :
- Build and maintain relationships across various firms to ensure access to key gatekeepers to magnify our affiliates advantage, grow AUM & revenue with strategic partners
- Lead and / or coordinate all aspects of the product onboarding process with clients – due diligence, economic, operational, legal etc.
- Partner across capital formation and with affiliates to create and implement detailed fundraising plan
- Understand and maintain a working knowledge of firms' platforms, manager evaluation process, firm initiatives, and investment trends
- Participate and provide input in product development planning and development
- Partner with AMG and our Affiliates to drive innovation in product development, garner new placements, defend mandates at risk, grow market share, capitalize on key opportunities, execute the acceleration plan and provide the voice of the client
Qualifications and Attributes :
Benefits :
Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.
About AMG Funds LLC :
AMG’s Wealth platform provides access to certain of AMG’s partner firms, which include leading independent investment management firms. Through our Wealth platform, we provide a broad array of our Affiliates’ differentiated investment strategies to the financial advisor community and their clients to help clients achieve their long-term investing goals. For more information, please visit .
Disclaimer :
The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.
