Omni Relationship Manager

8 Months ago • 5-7 Years

Job Summary

Job Description

This role requires 5-7 years of experience in the investment or asset management industry. You'll need excellent communication and interpersonal skills, strong analytical abilities, and proficiency in MS Office, especially Excel. Experience with eVestment products is a plus.
Must have:
  • Investment Industry
  • Client Interaction
  • Strong Analytics
  • MS Office Suite
Good to have:
  • eVestment Products
  • Project Management
  • Database Marketing
  • Salesforce Experience
Perks:
  • HMO Coverage
  • Annual Bonus

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 efficiently 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 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.

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

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

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

  • Personal accountability and ability to manage conflicting priorities

  • Highly proficient with MS Office, including advanced Excel, Powerpoint 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 2PM - 11PM Manila (EMEA Time) throughout the work week and at least twice per week in the Nasdaq office at Bonifacio Global City, Taguig.

What Would Be Helpful

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 offer

We recognize that our employees work tremendously hard; in exchange, you will receive a competitive salary package, HMO coverage for you and your dependents from day one, an annual bonus, employee stock purchase plan, retirement plan, education reimbursement options, paid vacation and sick leave, subscription to eLearning platforms, fitness, wellness, and more.

We also provide our employees with the resources and opportunities they need to chart a career of achievement, growth and endless possibilities.

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 where a career at Nasdaq can take you.

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.

Similar Jobs

Salesforce - Strategic Account Executive: Tableau - Health/Education/Realty

Salesforce

Gurugram, Haryana, India (On-Site)
8 Months ago
Salesforce - SMB, Prime Territory Account Executive, MuleSoft

Salesforce

Atlanta, Georgia, United States (On-Site)
9 Months ago
PwC - Risk Services - BD Industry Driver

PwC

Singapore (On-Site)
8 Months ago
Allied Machine - Field Sales Engineer - Southern TX Area Territory

Allied Machine

Houston, Texas, United States (Remote)
7 Months ago
Unity - Director, Global Partnerships

Unity

Montreal, Quebec, Canada (On-Site)
7 Months ago
Captions - Software Engineer, iOS (3+ years of experience)

Captions

New York, New York, United States (On-Site)
7 Months ago
Commvault - Senior SRE Engineer

Commvault

Bengaluru, Karnataka, India (On-Site)
8 Months ago
Nisum - React Frontend Developer (Latam) BcB6707

Nisum

America (Remote)
8 Months ago
DEVOTEAM - Energy & Utilities | Scrum Master

DEVOTEAM

(Remote)
8 Months ago
HP - Design Desk Lead

HP

Heredia, Heredia Province, Costa Rica (On-Site)
9 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Coupa Software - Account Development Representative

Coupa Software

Germany (Remote)
8 Months ago
Cision - Sales Development Representative

Cision

Chicago, Illinois, United States (Hybrid)
8 Months ago
Fluence - Sr. Commercial Finance Manager

Fluence

Amsterdam, North Holland, Netherlands (Hybrid)
8 Months ago
Google - Program Manager III, Salesforce Software Platforms, Google Search

Google

New York, New York, United States (On-Site)
7 Months ago
PwC - Acceleration Center - AES - Salesforce developer - Analyst

PwC

Mexico City, Mexico City, Mexico (On-Site)
8 Months ago
SSC Technologies - Sales Director Alternative Investments

SSC Technologies

New York, New York, United States (Hybrid)
8 Months ago
Smarsh - Sr. Manager, Corporate Sales

Smarsh

Portland, Oregon, United States (Hybrid)
8 Months ago
PwC - Salesforce Customer Transformation Consultant - Private - Milano [ADV]

PwC

Milan, Lombardy, Italy (On-Site)
9 Months ago
Cision - Associate Account Executive

Cision

Chicago, Illinois, United States (Hybrid)
8 Months ago
Dentsu - Senior Developer

Dentsu

Bengaluru, Karnataka, India (On-Site)
9 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Manila, Metro Manila, Philippines

Canva - Leadership Operations Partner (Chief of Staff to Country Manager)

Canva

Makati, Metro Manila, Philippines (Remote)
7 Months ago
ByteDance - E-commerce - Partner Operations Program Manager (Service Account Management)

ByteDance

Pasig, Metro Manila, Philippines (On-Site)
7 Months ago
Nagarro - Senior Engineer, QA Automation

Nagarro

Philippines (Remote)
8 Months ago
NinjaVan - Performance Analytics Operations Analyst

NinjaVan

Makati, Metro Manila, Philippines (Hybrid)
8 Months ago
Sinch - Senior Full Stack Engineer

Sinch

Philippines (Remote)
8 Months ago
Canva - Sr. People Partner

Canva

Makati, Metro Manila, Philippines (On-Site)
7 Months ago
PwC - Valuations Associate

PwC

Makati, Metro Manila, Philippines (On-Site)
8 Months ago
PwC - DCA Senior Associate

PwC

Makati, Metro Manila, Philippines (On-Site)
8 Months ago
PwC - Corporate Finance Associate

PwC

Makati, Metro Manila, Philippines (On-Site)
9 Months ago
Logitech - Online Customer Marketing Manager

Logitech

Manila, Metro Manila, Philippines (On-Site)
7 Months ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Sandbox VR - Retail Associate

Sandbox VR

Los Angeles, California, United States (On-Site)
8 Months ago
STOXX - Platform Engineer / Senior Platform Engineer

STOXX

Maharashtra, India (Hybrid)
9 Months ago
Rubrik - Software Engineer - Cloud Native Protection

Rubrik

Bengaluru, Karnataka, India (On-Site)
8 Months ago
Irdeto - Senior Software Engineer

Irdeto

Noida, Uttar Pradesh, India (Hybrid)
9 Months ago
PwC - IN_Manager_Crm Technical_Ms Dynamics_Advisory_Bangalore

PwC

Bengaluru, Karnataka, India (On-Site)
7 Months ago
Larian Studios - Tools Programmer | Programmeur d'outils

Larian Studios

Quebec, Canada (On-Site)
1 Year ago
Evolution - Game Presenter

Evolution

Kaunas, Kaunas County, Lithuania (On-Site)
11 Months ago
ION - Credit Analyst - 7915

ION

Mumbai, Maharashtra, India (On-Site)
8 Months ago
Cantina - Senior Mobile Gaming Engineer

Cantina

San Francisco, California, United States (Hybrid)
10 Months ago
Dream11 - SDE 2 - Frontend

Dream11

Mumbai, Maharashtra, India (On-Site)
8 Months ago

Get notifed when new similar jobs are uploaded

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.

Philadelphia, Pennsylvania, United States (Hybrid)

Pune, Maharashtra, India (On-Site)

Denver, Colorado, United States (Hybrid)

Bengaluru, Karnataka, India (Hybrid)

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (Hybrid)

Taguig, Metro Manila, Philippines (Hybrid)

Montreal, Quebec, Canada (On-Site)

Stockholm, Stockholm County, Sweden (Hybrid)

View All Jobs

Get notified when new jobs are added by Nasdaq

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug