Relationship Manager, Fund Administration

The Relationship Manager, Fund Administration is responsible for strengthening partnerships within the private markets and fund administration space. Key accountabilities include:

1. Acting as a strategic partner to clients, ensuring strong relationships, operational alignment, and continued business growth.
2. Building and maintaining senior-level client relationships, serving as a trusted advisor and advocate for client needs and objectives.
3. Representing client perspectives internally by gathering feedback, resolving concerns, and ensuring alignment across teams.
4. Identifying opportunities for account expansion, including additional services, fund vehicles, and business growth initiatives.
5. Partnering with sales teams on revenue growth strategies, proposals, and long-term client development opportunities.
6. Leading regular client communications, including quarterly and annual business reviews, performance discussions, and strategic updates.
7. Collaborating with Product, Sales, Customer Experience, and Delivery teams to improve client outcomes and influence product direction.
8. Overseeing client monitoring programs, account health assessments, meeting documentation, and relationship tracking.
9. Supporting internal teams during client transitions, service changes, and operational challenges to maintain a consistent client experience.
10. Owning escalations by coordinating root cause analysis, remediation plans, communication strategies, and resolution timelines.

To be successful in this role, you should have:

• Extensive fund administration experience, strong relationship management capabilities, and the ability to operate strategically in a high-growth technology environment.
• A Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.
• Proven success managing senior client relationships, driving client advocacy, and identifying expansion opportunities.
• A strong understanding of fund administration operations and private markets workflows.
• Demonstrated ability to influence cross-functional teams and collaborate effectively across sales, product, operations, and delivery functions.
• Excellent verbal and written communication skills with strong client-facing presence.
• A strategic mindset with the ability to balance high-level business objectives with operational details.
• Comfortable working in a fast-paced, evolving environment with changing priorities.
• A passion for technology and using digital solutions to improve business operations and client experiences.

Benefits include:

• Competitive compensation package including base salary, bonus, equity, and comprehensive benefits.
• Health, dental, and vision coverage for employees and families.
• Lifetime life insurance and mental wellness support.
• Fertility and growing family assistance programs.
• Paid time off and company-paid holidays.
• Paid family leave, medical leave, and bereavement leave policies.
• Retail savings plans.
• Home office and technology setup allowance.
• An annual professional development stipend.

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