Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
Provide expert-level knowledge of retail alternative investments and product offerings to guide clients and help them make informed decisions.
Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
Coordinate and collaborate with cross-functional teams to ensure seamless service delivery, enhanced service offerings, and continuous client support.
Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.

Bachelor’s degree or equivalent work experience.
5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
Experience managing client relationships and supporting clients within a financial services or wealth management environment.
Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
3+ years of experience leading teams, managing associates, or serving in a supervisory role.
Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.

Manager, Client Relationship Management

About this role