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ATLAS SP

Distribution, Associate/VP - Relationship Management

ATLAS SP, New York, New York, us, 10261

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Distribution, Associate/VP - Relationship Management

New York, New York, United States About ATLAS SP ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions. ATLAS SP’s tenured experts work with clients to determine the best approach to optimize their capital and achieve their goals, across a broad range of capabilities. Our integrated platform encompasses a holistic suite of capabilities, including asset/portfolio advisory solutions, warehouse/acquisition financing solutions, whole loan purchase/sale and securitization/distribution. Our Culture ATLAS SP is “one team” where everyone makes an impact – we grow together, win together, and embrace change together. From advancing the markets to supporting our communities, everything we do serves to make a difference. Our people are industry leaders with a passion for client service, complex problem solving, and innovation. We provide our talent with the pathways to grow professionally and personally in a collaborative and inclusive environment. We’re proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape. Position Overview Support the Head of Sales, Syndicate, and Origination in developing a comprehensive client relationship management system using DealCloud. This initiative aims to build a robust platform that ensures all ATLAS clients are systematically tracked and “accounted for” based on their contribution metrics across both sales and origination. The role includes helping to design and implement tools that enhance visibility into client engagement and performance. Additionally, assist in the creation of tailored “tear sheets” for senior sales and origination professionals to support strategic client visits and deepen relationship management efforts. Primary Responsibilities Client Relationship Management System Development: Lead the design and implementation of a centralized CRM platform (e.g., DealCloud) to track and manage client interactions across sales and origination. Ensure the system captures contribution metrics for all ATLAS clients, enabling data-driven decision-making and performance analysis. Cross-Functional Collaboration: Partner with Sales, Syndicate, and Origination teams to align CRM capabilities with business needs. Coordinate with Technology and Operations to ensure seamless integration and usability of the platform. Develop and maintain client “tear sheets” that summarize key account data, transaction history, and strategic insights for senior stakeholders. Support client meeting preparation by providing tailored materials and analytics to enhance engagement and relationship-building. Platform Optimization & Data Integrity: Monitor data quality and completeness within the CRM system, ensuring accurate client attribution and contribution tracking. Identify gaps and opportunities to improve platform functionality and user experience. Strategic Planning & Execution: Contribute to the strategic roadmap for client coverage and distribution planning. Use CRM insights to support origination efforts and identify cross-selling opportunities. Training & Adoption: Champion CRM adoption across teams by providing training, support, and best practices. Act as a liaison between users and developers to continuously refine the platform. Qualification and Experience 1. Industry Experience: Minimum of 3 years of experience in structured finance, with a strong background in sales and/or origination. Proven ability to manage institutional client relationships and contribute to deal execution and distribution strategy. 2. Technical Proficiency: Hands-on experience with relationship management platforms such as Salesforce, DealCloud, or similar CRM systems. Strong understanding of data structuring, client segmentation, and contribution tracking within CRM environments. 3. Analytical & Strategic Thinking: Ability to interpret client data and contribution metrics to inform sales and origination strategies. Experience in developing client intelligence tools such as tear sheets and performance dashboards. Excellent interpersonal and communication skills, with the ability to work cross-functionally across sales, syndicate, origination, and technology teams. Comfortable presenting insights and recommendations to senior stakeholders. 5. Project Management: Demonstrated success in leading platform development or CRM implementation projects. Strong organizational skills and attention to detail in managing multiple priorities and deadlines. Base Salary Range $150,000-$225,000 The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. ATLAS SP is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Create a Job Alert Interested in building your career at ATLAS SP? Get future opportunities sent straight to your email. Apply for this job

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Additional Qualifications or Certifications - list any other qualifications or certifications (including licenses, CPA, CFA, etc.) which you believe should be considered in evaluating your qualifications for employment. (1) To the best of my knowledge, no member of my immediate family—including my spouse or spousal equivalent, parents, stepparents, foster parents, in-laws, children, stepchildren, foster children, sons-in-law, daughters-in-law, grandparents, grandchildren, siblings, siblings-in-law, aunts, uncles, nieces, nephews, and first cousins, and includes adoptive relationships—nor any other person who shares my home (excluding domestic employees such as live-in paid caregivers) has, in the past five years, nor does currently: * Select... Serve as an employee, officer, director or trustee of any investment manager or client or competitor of Atlas SP; and/or Hold a position with or serve as an officer, director or trustee of Apollo Global Management, Inc. Serve as an elected or appointed official at the domestic state, local, or federal level or as a candidate for public office. Serve as an elected or appointed official of any foreign national, provincial, state, regional, or municipal government. Hold any position at a domestic or foreign public pension plan. Hold a senior-level position with a supranational organization, such as the European Union, United Nations, Inter-American Development Bank, or World Bank. Hold a senior-level position at a domestic or foreign sovereign wealth fund or a state-owned enterprise. If yes, please provide details: Certification & AcknowledgmentBy selecting 'I Agree', you certify that the information provided is complete and accurate to the best of your knowledge. Additionally, you acknowledge that: * Select... • Even if you are not hired into a Covered Associate position, making a political contribution may impact your eligibility for future promotion or transfer into such a role. • This restriction applies unless sufficient time has passed, ensuring the Firm is no longer barred from receiving compensation from the applicable government entity. You acknowledge that the Firm has established policies and procedures governing personal trading and private investments, outside activities, political activities, and licensing and registration. These activities require disclosure upon hire and preclearance before future engagement. Additionally, by accepting a position at the Firm, you understand that: • You may not be able to continue engaging in certain activities due to Firm policies. For example, purchases of single name securities (including single name ETFs) will not be permitted in self-directed accounts in your name or in the name of your spouse/spousal equivalent or member of your immediate family who reside in the same household, or any account over which any of the aforementioned have control, influence, or discretion, unless an exception applies. • Based on your role, certain licenses and registrations may not be required and, therefore, may not be sponsored by the Firm. If you do not agree, please provide details:

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