Strategic Partnership Senior Relationship Manager
Strategic Partnership Senior Relationship Manager
The AAM Strategic Partnership Relationship Manager is a senior role responsible for developing and executing strategic initiatives and partnerships across strategic partner firms for AAM’s Asset Management Solutions and Capital Markets businesses and engaging with all or some Strategic Partner Firms: Wires, Regional B/Ds, Independents, Enterprise RIAs, Private Banks, TAMPs, Custodians and others.
The Strategic Partnership Relationship Manager will:
• Develop and enhance relationships with Strategic Partner Firms, contributing to the visibility and growth of AAM’s diversified product solutions.
• Interact with team members across AAM and SLC Sales, Product, Portfolio Management and Marketing to develop and contribute to achieving strategic goals.
• Gather partner intelligence, support strategic partnership planning efforts, and identify growth opportunities.
• Represent AAM at partner conferences and industry events to drive name recognition and strategy awareness
ESSENTIAL RESPONSIBILITIES:
• Primary point of contact for assigned Strategic Partners; drive AAM recognition as a trusted solutions provider; manage ongoing relationship management and development
• Accountable for building and strengthening relationships with Centers of Influence and increasing visibility of AAM and its investment solutions.
• Identify and develop opportunities to ensure product placement across platforms, recommended lists, and model portfolios
• Prospect and launch new Strategic Partner firm relationships while coordinating internally
• Present a variety of investment strategies in a way that is easily understood
• Communicate AAM capabilities and value proposition
• Create and support the execution of strategic initiatives
• Create, and maintain business plans, presentations, and internal reports for strategic partner relationships
• Contribute to executive presentations
• Coordinate with Sales, Product and Marketing teams to support advisor education campaigns and product awareness initiatives
• Participate in team meetings, strategy discussions, and cross-functional planning sessions to contribute insights on business line growth
• Collaborate internally to coordinate partner firm onboarding, transitions, and tracking
• Create and maintain partner firm information in Salesforce and other internal systems
• Drive AAM and investment partner brand recognition as thought leaders of intellectual capital
• Perform other job-related duties as assigned
QUALIFICATIONS:
• Excellent communication and presentation skills
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
• Strong problem-solving, critical thinking and the ability to exercise sound judgment, make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Knowledge of markets and investment strategies
• Understanding of TAMPs, Wires, Regional and Independent B/Ds.
EDUCATION and/or EXPERIENCE:
• 10+ years financial services sales / relationship management, strategy / product management
• Required Education: Bachelor's Degree or equivalent experience
• Required Certifications: Series 7, 66
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of September 30, 2025, the brokerage and advised business at AAM represents approximately $12.2 billion in assets. (Assets under supervision represent $6.5 billion in UIT assets. The firm has $3.6 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.1 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
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The AAM Strategic Partnership Relationship Manager is a senior role responsible for developing and executing strategic initiatives and partnerships across strategic partner firms for AAM’s Asset Management Solutions and Capital Markets businesses and engaging with all or some Strategic Partner Firms: Wires, Regional B/Ds, Independents, Enterprise RIAs, Private Banks, TAMPs, Custodians and others.
The Strategic Partnership Relationship Manager will:
• Develop and enhance relationships with Strategic Partner Firms, contributing to the visibility and growth of AAM’s diversified product solutions.
• Interact with team members across AAM and SLC Sales, Product, Portfolio Management and Marketing to develop and contribute to achieving strategic goals.
• Gather partner intelligence, support strategic partnership planning efforts, and identify growth opportunities.
• Represent AAM at partner conferences and industry events to drive name recognition and strategy awareness
ESSENTIAL RESPONSIBILITIES:
• Primary point of contact for assigned Strategic Partners; drive AAM recognition as a trusted solutions provider; manage ongoing relationship management and development
• Accountable for building and strengthening relationships with Centers of Influence and increasing visibility of AAM and its investment solutions.
• Identify and develop opportunities to ensure product placement across platforms, recommended lists, and model portfolios
• Prospect and launch new Strategic Partner firm relationships while coordinating internally
• Present a variety of investment strategies in a way that is easily understood
• Communicate AAM capabilities and value proposition
• Create and support the execution of strategic initiatives
• Create, and maintain business plans, presentations, and internal reports for strategic partner relationships
• Contribute to executive presentations
• Coordinate with Sales, Product and Marketing teams to support advisor education campaigns and product awareness initiatives
• Participate in team meetings, strategy discussions, and cross-functional planning sessions to contribute insights on business line growth
• Collaborate internally to coordinate partner firm onboarding, transitions, and tracking
• Create and maintain partner firm information in Salesforce and other internal systems
• Drive AAM and investment partner brand recognition as thought leaders of intellectual capital
• Perform other job-related duties as assigned
QUALIFICATIONS:
• Excellent communication and presentation skills
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
• Strong problem-solving, critical thinking and the ability to exercise sound judgment, make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Knowledge of markets and investment strategies
• Understanding of TAMPs, Wires, Regional and Independent B/Ds.
EDUCATION and/or EXPERIENCE:
• 10+ years financial services sales / relationship management, strategy / product management
• Required Education: Bachelor's Degree or equivalent experience
• Required Certifications: Series 7, 66
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of September 30, 2025, the brokerage and advised business at AAM represents approximately $12.2 billion in assets. (Assets under supervision represent $6.5 billion in UIT assets. The firm has $3.6 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.1 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
Apply tot his job
Apply To this Job