Remote Client Relationship Manager - Investment Ops

Opniscience

United States

Hybrid

USD 120,000 - 180,000

Full time

12 hours ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health insurance
Dental coverage
Vision coverage
401(k) plan
Equity grant
Flexible work options

Job summary

Opniscience is seeking a Client Relationship Manager for US hedge fund and private equity clients. You will be the primary contact, building strong, long-term relationships, managing expectations, and guiding clients through our services with proactive solutions.

You’ll lead onboarding and training, oversee end-to-end service delivery, provide strategic advisory, and drive regular QBRs. Collaborate with product, tech, and operations to improve client outcomes and scale our platform.

Qualifications

  • 7+ years in client-facing roles within fund administration, prime brokerage, or investment operations.
  • Solid understanding of hedge fund and private equity structures and workflows.
  • Excellent interpersonal and communication abilities in senior stakeholder discussions.

Responsibilities

  • Build and nurture long-term relationships with senior stakeholders at hedge funds, PE firms, and asset managers.
  • Lead onboarding processes for new clients with clear communication on deliverables and timelines.
  • Oversee end-to-end service delivery, reporting, accounting, and operational needs; manage timelines and expectations.
  • Provide tailored strategic advisory to clients, helping navigate operational complexities and maximize platform value.
  • Lead regular QBRs, check-ins, and meetings; ensure clear communication between internal teams and clients.
  • Serve as first line of escalation for client-related issues and coordinate cross-functional resolution.
  • Collect client feedback and translate into actionable insights for product and development teams.

Skills

Client relationship management
Investment operations knowledge
Communication skills
Problem-solving
Adaptability
Collaboration

Job description

Opniscience is seeking a Client Relationship Manager for US hedge fund and private equity clients. You will be the primary contact, building strong, long-term relationships, managing expectations, and guiding clients through our services with proactive solutions.

You’ll lead onboarding and training, oversee end-to-end service delivery, provide strategic advisory, and drive regular QBRs. Collaborate with product, tech, and operations to improve client outcomes and scale our platform.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Relationship Management
Relationship Management

Opniscience • New York (NY)

On-site
USD 90,000 - 120,000
Competitive Compensation
Flexible Work Options
Comprehensive Benefits
Relationship Management
Relationship Management

Opniscience • United States

Hybrid
USD 120,000 - 180,000
Health insurance
Dental coverage
Vision coverage
+3
Strategic Client Relationship Lead — Remote/Hybrid
Strategic Client Relationship Lead — Remote/Hybrid

Opniscience Inc. • New York (NY)

Hybrid
USD 90,000 - 120,000
Competitive Compensation
Flexible Work Options
Comprehensive Benefits
Remote Relationship Manager – Financial Services & Investments
Remote Relationship Manager – Financial Services & Investments

Coca-Cola Beverages Northeast • City of Syracuse (NY)

Remote
USD 62,000 - 88,000
Competitive base salary
Performance-based incentives
Health insurance
+2
Relationship Manager
Relationship Manager

Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs) • Scottsdale (AZ)

On-site
USD 90,000 - 140,000
Medical benefits
Dental insurance
Vision insurance
+3
Strategic Client Operations & Relationship Lead
Strategic Client Operations & Relationship Lead

Phaxis • New York (NY)

On-site
USD 90,000 - 130,000
Remote Client Engagement Lead - Ownership & Growth
Remote Client Engagement Lead - Ownership & Growth

Modern Operators • United States

Remote
USD 60,000 - 75,000
Investment Solutions Lead - Client Success & Ops
Investment Solutions Lead - Client Success & Ops

Orion Advisor Technology, LLC • Philadelphia

On-site
USD 120,000 - 180,000
Remote Senior Relationship Manager - RIA Partnerships
Remote Senior Relationship Manager - RIA Partnerships

Hargrove Management Services Organization Inc • Denver (CO)

Remote
USD 90,000 - 130,000
Health, dental, and vision benefits
401(k) with lucrative matching
Flexible PTO
+1
Institutional Client Service Manager
Institutional Client Service Manager

Phaxis • New York (NY)

On-site
USD 90,000 - 150,000