Relationship Manager - Alternative Investments

Location NC, United States
Experience level Experienced Hire
Job details sector Marketing including Branding & Offer Development
Apply before Date not available

Product Manager of investment products – preferably with a background in alternative investments.

Specific Responsibilities:

• Supporting aspects of the product development process – from product launch to ongoing support.

• Support managers for larger relationships as needed.

• Developing and managing business plans for the alternative Investment product line.

• Calculating, billing and collecting marketing revenue support.

• Working with strategic partners to identify opportunities to increase the sale - areas of focus would include advisory products, mutual funds, alternative investments, and/or qualified plans.

• Working with partner firms and legal team to negotiate new marketing support arrangements.

• Serving as subject matter expert in specific broker/dealer product offerings.

• Working with due diligence team for reviews of new and existing products.

• Providing subject matter expertise to other teams as needed.

• Manage the Partnership Program including the calculation, billing and collection of marketing support revenue.

• Maintain written supervisory procedures (WSP) related to function.

• Working with due diligence team for reviews of new and existing products.


• Knowledge of advisory products, alternative investments, mutual funds, investment advisory products and/or general securities
• 2-4 years relevant work experience
• Strong Microsoft office skills required, specifically Word, Excel and PowerPoint
• Series 7, Series 66 or (Series 63 and 65), Series 24 required within 6 months of employment
• Commitment to learning and expanding knowledge of investment products and industry



We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.