Industry Expert

As a Relationship Management Analyst, you will be part of our institutional team responsible for pursuing and maintaining relationships with clients and prospects in Australia & New Zealand.

You will work closely with Relationship Managers to monitor client satisfaction, respond to requests, resolve issues efficiently, ensure contract and operational compliance, and mitigate risks.

Your responsibilities will include conducting research to prepare relationship managers for client engagement opportunities, assisting in developing market environment and strategy presentations for new and existing clients.

Additionally, you will gather market intelligence to support the business plan for the institutional team and assist in creating, monitoring, and revising lead generation plans to develop new revenue pipelines.

You will also build industry experience by researching trends, competitor services/offerings, and clients' business environments.

• Handle requests from clients, preparing customized deliverables to address specific questions.
• Prepare presentations, set up meetings or conference calls, follow up on client and prospect meetings, collate performance information, and interact with both internal shared services resources and external clients and prospects.

• Work with marketing and shared services teams to draft materials for requests for proposal, client pitches, etc.
• Keep abreast of client relationship activity occurring throughout the firm to support responses to inquiries.
• Liaise remotely with relevant business contacts (internally and externally) to coordinate service to the client.
• Escalate relevant issues to senior team members or management.
• Generate new leads through client and market research.
• Initiate and develop relationships with assigned clients and business prospects to obtain meetings and deliver presentations on products and services.
• Grow knowledge of assigned clients, their sensitivities, and business needs that impact decision-making.

• Conducts and develops market and product research in support of the Australian & NZ planning process.
• Independently conducts market and industry research aligned with applicable regulatory requirements, industry trends, and competitor services/offerings and synthesizes data.
• Conducts research to support the development of client-specific sales strategies and material generation.
• Analyzes the effectiveness of current initiatives.
• Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals.
• Performs a range of analyses of data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.

• Provides support to various aspects of the sales and account take-on process as directed by senior client-facing professionals.
• Serves as liaison with shared services to resolve any issues, clarify client requirements, and provide quality control throughout the process.
• Uses their knowledge of the business to provide proactive recommendations for process improvement and change.

• Working with the relationship managers team, marketing, and TRP shared services, you will be involved in the coordination of the research, planning, and execution of brand-building activities in connection with industry conferences, TRP institutional road shows, and other similar events.