Associate-Vice President, Client Relations

Associate-Vice President, Client Relations – Global Client Relations – Philadelphia / New York

PineBridge Investments, A MetLife Investment Management company.

MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025.

MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform.

Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.

What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in Philadelphia / New York with the expectation of a hybrid work model.

PineBridge Investments is seeking an Associate or Vice President, Client Relations is responsible for managing and expanding relationships with corporate and public sector institutional clients, including corporate pension plans, endowments, foundations, sovereign entities, and public pension funds. The role focuses on delivering exceptional client service, supporting asset retention and growth, and acting as a key liaison between clients and internal investment, product, and operational teams.

This role will serve as an ambassador and client advocate overseeing full client life cycle, client needs & mandate expansion opportunities. This role will touch all asset classes and requires a solid understanding of the asset management business given the added complexities of supporting institutional clients. The individual will possess a solid knowledge across asset classes (e.g., public fixed income, equities, private markets, multi-asset) and across investment vehicles (e.g., mutual funds, SMA).

The Associate or Vice President, Client Relations reports directly to the head of Americas Client Relations with a functional reporting line into the Head of Institutional Sales, Americas.

Primary Responsibilities:

Relationship Management

• Serve as the primary point of contact for assigned corporate and/or public institutional clients
• Develop relationships with investment staff, treasurers, pension boards, and consultants
• Understand client investment objectives, governance structures, and policy constraints
• In concert with sales, create and execute client-specific relationship plans to drive net new flows and revenue growth

Client Service, Communication, Reporting

• Deliver high-touch service across all aspects of the client lifecycle (onboarding, ongoing support, issue resolution)
• Lead/assist with meeting preparation, follow-ups
• Ensure consistent and proactive communication with clients regarding market developments and firm updates
• Facilitate client needs; Lead/oversee deliverables including due diligence questionnaires (DDQs); ad-hoc client requests

Internal collaboration

• Liaise and establish strong relationships with internal teams (Client Reporting/Performance, RFP, Marketing, Compliance, Investments, Billing, Operations, and Legal) to ensure client account maintenance and reporting needs are met. Utilize all resources available to develop, and deliver client-ready reporting, in accordance with client-specified timelines.
• Partner with sales and product specialists
• Participate in team projects to enhance internal client service procedures and streamline the flow of information

Market Intelligence & Business Tracking

• Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce)
• Monitor industry trends across institutional client channels.

Qualifications & Requirements:

Education & Certifications

• Bachelor’s degree required
• FINRA licenses (Series 7 and 63/65 or 66)
• Associate: 3–6 years in investment management, institutional client service, or financial services
• VP: 6–8 years in institutional relationship management, asset management, or investment consulting

Skills & Competencies

• Solid understanding of institutional investment products and solutions across asset classes.
• Strong knowledge of Pension landscape
• Excellent communication, presentation, negotiation, and relationship-building skills
• Team player with flexibility to adapt
• Strategic mindset with strong commercial acumen
• Ability to meet tight deadlines and juggle multiple deliverables at once
• Ability to organize information and data in a presentable manner, viewing the information through the recipient’s eyes
• Strong proficiency in MS Office software, especially PowerPoint and Excel, with experience producing high quality presentations and reports. Knowledge of Salesforce a plus.

Location/Travel:

• Location: Philadelphia, PA
• Periodic presence in satellite in NY & NJ Offices
• 10 - 30% Travel for client meetings and/or team support

About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

*Salary Range: $128,000-$210,000 annually + bonus + benefits

*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.

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