Client Relationship Manager

About Us

We are an innovative financial operations firm led by a seasoned FinTech founder, dedicated to transforming investment operations through AI technology. Our goal is to modernize how hedge funds and asset managers conduct their business by harnessing advanced data and industry proficiency.

• Innovative Culture: Join a forward-thinking team revolutionizing the financial services industry via AI, collaborating with experts in hedge funds and private equity operations.
• Career Growth: Experience a dynamic, fast-growing environment offering significant opportunities to impact, advance professionally, and learn from industry leaders.
• Competitive Compensation: Receive an attractive salary, incentive-based bonuses, and ample equity grants to participate in our growth success.
• Flexible Work Options: Work remotely or opt for hybrid arrangements, preferably on the East Coast, promoting work-life balance.
• Comprehensive Benefits: Access comprehensive health, dental, vision plans, a 401(k) scheme, and additional perks supporting your wellness.
• Meaningful Impact: Influence the future of investment operations by assisting clients in navigating complex modern finance challenges.

Role Overview

As a Client Relationship Manager, you'll act as the primary liaison for US hedge fund and private equity clients, ensuring service excellence and operational efficiency. You'll cultivate lasting relationships, guide clients through our solutions, and proactively address their needs alongside a skilled team of finance professionals and advanced technology.

Key Responsibilities

• Develop and strengthen long-term relationships with senior executives at hedge funds, private equity, and asset management firms, serving as their key contact point.
• Lead client onboarding, facilitating smooth transitions, clear communication, and conducting training on systems and services.
• Manage full-cycle service delivery including reporting, accounting, and operations to meet client requirements and satisfaction standards.
• Provide strategic advice tailored to clients' unique workflows and challenges to enhance operational efficiency using our platform.
• Conduct regular business reviews, status meetings, and maintain transparent communication between clients and internal teams regarding service issues and improvements.
• Handle client escalations promptly, collaborating internally to resolve concerns effectively, ensuring client satisfaction.
• Gather client feedback to inform product development, advocating for features that improve the client experience.

Qualifications

• Minimum 7 years of client-facing experience within fund administration, prime brokerage, or investment operations, with strong knowledge of hedge fund and private equity structures.
• Technical proficiency in investment operations such as NAV calculations, investor reporting, trade processing, reconciliation, and fund accounting; familiarity with financial software platforms used by asset managers is advantageous.
• Excellent communication and interpersonal skills for managing client expectations and handling complex executive-level discussions.
• Proactive problem-solving skills thriving in fast-paced, high-pressure environments with ability to take initiative and collaborate cross-functionally.
• Adaptability to work effectively in a dynamic, technology-driven company balancing client needs with platform advancements.
• Strong collaboration skills to work seamlessly with product, technology, and operations teams ensuring excellent client service delivery.