Develop and manage relationships with clients, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients.
Provide expert-level knowledge of retail alternative investments and product offerings.
Act as the primary point of contact to resolve service issues and escalate incidents when necessary.
Coordinate and collaborate with cross-functional teams to ensure seamless service delivery and continuous client support.
Stay updated on SEC, FINRA, and state regulations related to alternative investments.

5+ years in retail alternative investments, especially in fund administration, or transfer agency operations, or investor servicing.
Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels.
Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.
Strong understanding of operational processes related to interval funds, non-traded REITs, BDCs, and other non-traditional fund structures.
3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.
Excellent communication skills with the ability to convey technical or operational process information to non-technical audiences.

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!

Client Relationship Manager – Retail Alternative Investments

Key skills