Omni Relationship Manager

1 Month ago • 5-7 Years

Job Summary

Job Description

The Omni Relationship Manager plays an integral role on the Omni team, responsible for providing stellar client service through frequent interaction via phone, email, and sometimes in person. This role ensures the accuracy and completeness of client data across multiple databases, with the main objective of aligning services with client needs. Within the Client Services team, the manager interfaces directly with asset management clients as the face and voice of eVestment, analyzing industry data sets and working in Salesforce. They also act as a project manager, overseeing client database marketing needs, ensuring timely and accurate execution of efforts in line with client expectations.
Must have:
  • 5-7 years of experience in investment or asset management
  • Superb interpersonal and relationship-building skills
  • Strong quantitative and analytical skills
  • Excellent written and verbal communication
  • Proficiency with MS Office, including advanced Excel
  • Ability to work independently and manage priorities
Good to have:
  • Understanding of Hedge Funds and Investment Data
  • Experience with Salesforce
  • Knowledge of eVestment products
Perks:
  • HMO coverage for dependents
  • Employee stock purchase plan
  • Equity grant
  • Retirement plan
  • Annual bonus
  • Free counseling sessions
  • Subscription to e-learning platforms
  • Fitness and wellness benefits

Job Details

Why Nasdaq

When you work at Nasdaq, you’re working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That means planning for career growth, ensuring you have the tools you need, and promoting an inclusive culture where we’re all valued for our unique perspective.

Here, you will work for a global tech leader committed to breaking down barriers to inclusive prosperity. We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence.

Here, we’re committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients.

What We Offer

This is a permanent full-time role based in Bonifacio Global City, Taguig following a hybrid work model setup (at least 2 in office days per week).

You can expect an autonomous but fast-paced work environment where you are recognized for your results and ability to drive things forward. Every day brings many opportunities to learn & grow and rewards with a global impact we create.

In return, you will receive HMO coverage for you and your dependents, employee stock purchase plan, equity grant, retirement plan, annual bonus, free counseling sessions, subscription to e-learning platforms, fitness, wellness and more.

What You Will Do

The Omni Relationship Manager plays an integral role on the Omni team and is responsible for providing stellar service to all clients by interacting with them frequently via phone, email, and sometimes in person. You will also be responsible for the accuracy and completeness of client data across multiple databases. Your main objective is to ensure that our service aligns with their needs.

As an Omni Relationship Manager within our Client Services team, you will interface directly with asset management clients as the face and voice of eVestment, while also having responsibility in analyzing data sets within the industry and working in Salesforce. In this role, you will act as a project manager by overseeing project cycle of client’s cyclical and non-cyclical database marketing needs. This includes working cross-functionally to ensure all efforts are done in a timely and accurate way and are in-step with the client’s expectations of their database marketing strategy.

About you

You will have a bachelor’s degree in a field of study that has given you some exposure to the Financial Services sector or a similar background, or actual experience of working within that sector. As importantly, we are looking for proof of your passion for client interaction by providing excellent client service and project management. We would like to hear about how you’ve successfully prioritized multiple projects and managed heavy workloads while simultaneously putting client needs first.

We are looking for team members who are keen to learn and have a great desire for continuous growth and professional development. This means you question the status quo and love asking, “What if…?”. We need teamwork. This means when a colleague asks, “Can someone help me with…?” You’re quick to answer “Yes”. We need humility. This means you understand about lending a hand where necessary. We need integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).

What We Expect

  • 5-7 years of similar experience in the investment or asset management industry

  • Superb interpersonal skills and experience building relationships - both with clients and with team members; must be highly comfortable with client interaction and exhibit strong customer service skills with the highest levels of professionalism

  • Strong quantitative, analytical, and problem solving skills

  • Excellent written and verbal communication skills

  • Other language written and verbal communication skills preferred, but not required

  • Exceptional organizational skills with the ability to multi-task; must also possess keen attention to detail

  • Ability to demonstrate initiative and work independently; ability to self-direct and set priorities in a dynamic environment

  • Personal accountability and ability to handle conflicting priorities

  • Highly proficient with MS Office, including advanced Excel and good database skills

  • Tech savvy

  • An understanding of asset management terminology as well as eVestment product knowledge would be a plus

  • You must also be amenable to work the Night Shift (9PM – 6AM) throughout the work week and at least twice per week in the Nasdaq office at Bonifacio Global City, Taguig.

What Would Be Helpful

  • Adept understanding of Hedge funds and Investment Data

  • Experience in Salesforce is a preference

Does It Sound Like You?

Please follow through by clicking the “Apply” link and submitting your application. If your skills and experience are a match, we will be in touch soon. In the meantime, please visit our website and social media channels to learn more about our innovative business, inclusive culture and discover why Nasdaq Manila is Great Place To Work certified!

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

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About The Company

At Nasdaq, we’re proud to be the engine behind the world’s capital markets. But we don’t stop there. We build the technology that drives transparency, trust, and access—helping economies grow and people thrive. Our purpose is to advance economic progress for all. Whether you’re a client, a colleague, or part of our broader community, we’re here to move markets—andpossibilities—forward.

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