Manager, Client Relationship Management

Jobtailor; Colorado; On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor seeks a senior client relations professional to build and manage relationships with asset managers, financial advisers, broker‑dealers, and wealth platforms. You will oversee service for a designated client group and provide expert knowledge of retail alternative investments to guide informed decisions.

You will act as the primary contact to resolve service issues, coordinate with cross‑functional teams, and drive timely resolutions while leading teams to deliver quality performance.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years in financial services, esp. transfer agency/investor servicing or wire houses.
• Experience managing client relationships in wealth management.
• Strong knowledge of alternative investments, distribution channels, and servicing.
• Regulatory knowledge: SEC, FINRA, state rules for retail alts.
• 3+ years leading teams or supervising staff.
• Experience with fund administration platforms and reporting tools; MS Office.

Responsibilities

• Develop and manage relationships with clients (asset managers, advisers, broker‑dealers, wealth platforms).
• Oversee service activities and support for a designated client group.
• Provide expert knowledge of retail alternative investments to guide clients.
• Primary contact to resolve service issues and elevate incidents when needed.
• Liaise between internal teams and clients for timely issue resolution.
• Coordinate with cross‑functional teams to ensure seamless service delivery.
• Lead teams to meet service objectives and drive quality performance.

Skills

Financial Services Experience

Investor Servicing

Wealth Management Experience

Analytical Thinking

Prioritization

Effective Communication

Collaboration

Client Satisfaction Focus

Education

Bachelor’s degree or equivalent work experience

Tools

Transfer Agency Systems

Fund Administration Platforms

Reporting Tools Proficiency

Microsoft Office (Excel/Word/Outlook)

Job description

Responsibilities

• Develop and manage relationships with clients, including asset managers, financial advisors, broker‑dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
• Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
• Provide expert‑level knowledge of retail alternative investments and product offerings to guide clients and help them make informed decisions.
• Act as the primary point of contact to resolve service issues, technical problems, and elevate incidents when necessary, ensuring quick and effective solutions.
• Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
• Coordinate and collaborate with cross‑functional teams to ensure seamless service delivery, enhanced service offerings, and continuous client support.
• Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses.
• Experience managing client relationships and supporting clients within a financial services or wealth management environment.
• Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
• Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
• 3+ years of experience leading teams, managing associates, or serving in a supervisory role.
• Strong problem‑solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
• Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.

Hard Skills

• Financial Services Experience
• Investor Servicing
• Transfer Agency Knowledge
• Alternative Investment Products
• Operational Support
• Service Delivery Management
• Tactical and Strategic Operations
• Reporting Tools Proficiency
• Fund Administration Platforms
• Wealth Management Experience

Soft Skills

• Client Satisfaction Focus
• Effective Communication
• Collaboration
• Analytical Thinking
• Prioritization