Jobs · Business Development

Client Relationship Manager

Opniscience · Charlotte Metro · 2 days ago
Business DevelopmentFull-time

About the role

The Opportunity As a Client Relationship Manager, you will be the primary point of contact for our US-based hedgefund and private equity clients, ensuring their operational needs are met with excellence and efficiency. You’ll build and maintain strong, long-term relationships with our clients, managing expectations, guiding them through our services, and providing proactive solutions to their challenges. You’ll work alongside an exceptional team of financial experts and cutting-edge technology to help shape the future of investment operations.

Qualifications

  • Experience. 7+ years in client-facing roles within fund administration, prime brokerage, or investment operations. You should have a solid understanding of hedge fund and private equity structures and workflows.
  • Technical Expertise. Strong knowledge of investment operations, including NAV calculations, investor reporting, trade processing, reconciliation, and fund accounting processes. Experience with financial software and platforms used by asset managers is a plus.
  • Client-Facing Skills. Exceptional interpersonal and communication skills. You should be comfortable managing expectations, providing clear updates, and handling complex discussions with senior stakeholders.
  • Problem-Solving. A natural problem-solver who thrives in fast-paced, high-pressure environments. You should be able to identify issues proactively, take ownership, and work cross-functionally to find solutions.
  • Adaptability. Comfortable working in a dynamic, tech-driven environment where innovation and change are constant. You should be able to balance client needs with the evolving capabilities of our platform.
  • Collaboration. Strong team player with the ability to collaborate with product, tech, and operations teams to ensure the smooth delivery of services to clients.

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