Client Relationship Director

Iq--e; New York (NY); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) with company match

Paid time off (4 weeks)

Health benefits

Parental leave

Job summary

IQ-EQ is seeking a senior client partner to lead retention and growth initiatives for its top U.S. clients, while expanding services globally through cross-sell opportunities.

You will act as the central relationship owner, coordinating internal teams and leveraging IQ-EQ’s global expertise to deliver tailored solutions. The role requires a strong understanding of client dynamics, a proactive approach to delivering value, and the ability to drive cross-border collaboration in a fast-paced

Qualifications

• Bachelor’s or Master’s degree in Finance or Business Administration with 8+ years in the alternative investment management industry.
• Deep expertise in investment management and alternative products, especially Private Equity and Venture Capital.
• Strong regulatory knowledge and understanding of operational implications.
• Proven ability to manage key account plans, drive growth and reduce attrition.
• Experience leading global pitches and coordinating with international teams.
• Demonstrated leadership, teamwork, and accountability for profitability and KPI targets.

Responsibilities

• Lead and coordinate retention, upsell, and cross-sell initiatives with key U.S. clients and partners, driving strategic growth opportunities across IQEQ globally
• Build deep relationships across client organizations—executive to operational levels—ensuring alignment with their strategic goals and maximizing IQEQ’s value proposition
• Develop and execute client strategies, including client reviews, competitive analysis, and tailored value propositions, while leveraging global IQEQ resources for broader engagement
• Manage communications and collaboration across jurisdictions, ensuring seamless client experiences and supporting integration efforts to enhance service delivery
• Own the client relationship, continuously expanding connectivity across the client’s business and positioning IQEQ as a trusted, integral partner in their operating model.

Skills

Investment management

Client relationship management

Regulatory knowledge

Leadership

Cross-border collaboration

Education

Bachelor’s or Master’s degree in Finance or Business Administration

Job description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people.Operating as trusted partners to our clients,we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

We’re driven by our Group purpose, to power people and possibilities.

Job Description

This role focuses on leading strategic retention and growth initiatives with IQEQ’s top U.S. clients, while identifying opportunities to expand services globally through cross-sell efforts. You’ll act as the central relationship owner, ensuring alignment between client needs and IQEQ’s value proposition by fostering deep engagement, coordinating internal teams, and leveraging global expertise. The position requires a strong understanding of client dynamics and a proactive approach to delivering tailored solutions that strengthen long-term partnerships.

What you'll do

• You'll lead and coordinate retention, upsell, and cross-sell initiatives with key U.S. clients and partners, driving strategic growth opportunities across IQEQ globally
• You'll build deep relationships across client organizations—executive to operational levels—ensuring alignment with their strategic goals and maximizing IQEQ’s value proposition
• You'll develop and execute client strategies, including client reviews, competitive analysis, and tailored value propositions, while leveraging global IQEQ resources for broader engagement
• You'llmanage communications and collaboration across jurisdictions, ensuring seamless client experiences and supporting integration efforts to enhance service delivery
• You'll own the client relationship, continuously expanding connectivity across the client’s business and positioning IQEQ as a trusted, integral partner in their operating model.

What we offer

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks ofPTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($115,000 - $145,000).

Qualifications

• You hold a Bachelor’s or Master’s degree in Finance or Business Administration and 8 plusyears of experience in the alternative investment management industry, particularly in commercial roles
• You bring deep expertise in investment management and alternative products, especially Private Equity and Venture Capital, along with strong knowledge of regulatory environments and operational implications
• You demonstrate a commitment to high-quality client service by understanding client needs, delivering tailored solutions, and managing key account plans to drive growth and reduce attrition
• You collaborate across borders, leading global commercial pitches and coordinating with international teams to secure strategic mandates and enhance client engagement
• You excel in leadership, teamwork, and financial performance tracking, ensuring cohesive internal collaboration and delivery on key profitability and KPI targets

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

#LI-HYBRID