Fund Services Client Director

CAW Network USA; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

CAW Network USA is seeking an experienced Fund Services Client Director to lead senior client relationships in Stamford, CT. You will translate fund structures and client requirements into actionable procedures for internal teams, and guide client service teams to deliver initiatives on time.

The role requires 10+ years in fund accounting, CPA preferred, with strong knowledge of complex closes, waterfalls and distributions, and proven leadership in a client service environment.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• 10+ years of fund accounting experience; CPA preferred.
• Strong knowledge of investment fund operations, including closes, waterfalls and distributions.
• Experience leading and mentoring teams in a client service environment.
• Strong communication and relationship management skills to align service delivery with client needs.

Responsibilities

• Serve as senior point of contact for clients, building relationships and resolving complex service issues.
• Translate fund structures, service agreements, and client requirements into procedures for internal teams.
• Lead client service teams with direction, coaching, and performance feedback.
• Coordinate across departments to ensure client priorities and deliverables are met on time.
• Identify opportunities to improve service quality, workflows, and client reporting.
• Partner with senior leadership on resource planning and complex operational matters.

Skills

Client relationship management

Communication

Team leadership

Problem solving

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

A Financial Services Firm based in Stamford, CT is seeking an experienced professional to join their team as a Fund Services Client Director.

Responsibilities

• Serve as a senior point of contact for clients, building strong relationships and resolving complex service issues.
• Translate fund structures, service agreements, and client requirements into clear procedures and guidance for internal teams.
• Lead client service teams, providing direction, coaching, and performance feedback.
• Coordinate across departments to ensure client priorities are understood and deliverables are completed on time.
• Identify opportunities to improve service quality, workflows, and client reporting.
• Partner with senior leadership on resource planning and complex operational matters.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 10+ years of fund accounting experience; CPA preferred.
• Strong knowledge of investment fund operations, including complex closes, waterfalls, and distributions.
• Experience leading and mentoring teams in a client service environment.
• Strong communication and relationship management skills, with the ability to resolve issues and align service delivery with client needs.

Reference No. 61481

$150,000 to $175,000 depending on experience