Associate Director, Client Relationship Management

About the role

The Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternatives Transfer Agency and Registered Fund Services' diverse client base, ensuring client satisfaction, retention, and identifying opportunities for growth. This role involves acting as a primary point of contact for assigned clients, understanding their needs, and coordinating internal resources to deliver exceptional service.

Responsibilities

• Manage and grow assigned client relationships, serving as the primary point of contact and trusted advisor.
• Develop and execute strategic account plans to deepen client relationships, identify cross-selling opportunities, and drive revenue growth.
• Proactively engage with clients to understand their evolving needs, challenges, and objectives, providing timely and effective solutions.
• Cook up with internal teams, including operations, legal, compliance, and product development, to ensure seamless service delivery and issue resolution.
• Conduct regular client meetings and business reviews to discuss performance, service levels, and future initiatives.
• Prepare and present client reports, performance metrics, and service updates.
• Oversee the onboarding process for new clients, ensuring a smooth and efficient transition.
• Identify and mitigate potential risks to client relationships, escalating issues as necessary.
• Stay informed of industry trends, regulatory changes, and competitive landscape to provide valuable insights to clients.
• Participate in client-facing presentations and sales pitches for prospective clients as needed.

Requirements

• Bachelor's degree in Business, Finance, Economics, or equivalent experience.
• Minimum of 7 years of experience in client relationship management, account management, or a related client-facing role within the financial services industry.
• 7 years of transfer agency experience.
• Ideal candidate will have in-depth knowledge of Interval Funds, Tender Offer Funds, Mutual Funds, and other alternative investment products.
• Strong understanding of fund administration services, transfer agency, regulatory requirements, and industry best practices.
• Exceptional communication, presentation, and interpersonal skills.
• Prowess in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
• Ability to travel periodically to client sites as required.

Qualifications

• Must have 7 years of transfer agency experience.
• Exceptional communication, presentation, and interpersonal skills.
• Proven ability to manage client relationships, navigate complex issues and deliver a high level of service.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
• Ability to travel periodically to client sites as required.

Skills

• Exceptional communication and interpersonal skills.
• Proven ability to manage client relationships and deliver high-quality service.
• Knowledge of transfer agency, fund administration, and regulatory requirements.
• Ability to work effectively with internal teams and coordinate service delivery.
• Strong understanding of industry trends and competitive landscape.

Benefits

• Comprehensive total rewards package including medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
• Base salary range: $85,000 USD to $160,000 USD in Colorado; $95,000 USD to $190,000 USD in Massachusetts.
• Discretionary bonuses and/or equity awards, such as restricted stock units or stock options, based on individual and business performance.

Pay

• Base salary range: $85,000 USD to $160,000 USD in Colorado; $95,000 USD to $190,000 USD in Massachusetts.

Schedule

• Hybrid schedule.