Senior Relationship Manager, Hedge Fund Services

Jobtailor; Stamford (CT); On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor in Stamford, CT is seeking an experienced client relations leader to manage hedge fund services relationships and deliver a superior, consistent client experience. You will advise on goals and operating models, coordinate fund administration and investor services, and build strong partnerships with C-suite executives.

You will resolve issues, drive service improvements, and identify growth opportunities while guiding pricing and product delivery.

Qualifications

• Bachelor’s degree in Finance, Accounting or related discipline or equivalent experience.
• Experience in hedge fund services, fund administration, middle office, prime brokerage, asset management or consulting.
• Strong client relationship management with institutional clients and cross functional teams.

Responsibilities

• Manage strategic hedge fund services relationships and deliver a consistent client experience.
• Serve as a trusted advisor on client goals, operating models and evolving needs.
• Coordinate fund administration, middle office, accounting, operations and investor services support.
• Resolve issues, improve service delivery and support strong client satisfaction.
• Align service expectations, agreements and requirements across internal teams and clients.
• Facilitate investor and client due diligence sessions.
• Build relationships with C-suite leaders and senior decision makers.
• Lead quarterly service reviews and senior management reporting.
• Identify growth opportunities and support delivery of new products and services.
• Manage client profitability, pricing strategy, competitive awareness and repricing.
• Provide consulting, leadership and technical guidance across key functional areas.
• Promote collaboration, accountability and a one team approach.
• Solve complex business and operational issues using strong knowledge of hedge fund services and alternative investments.
• Coordinate client training on technology platforms, tools and service processes.
• Manage escalations involving sensitive conversations and complex issues.

Skills

Hedge Fund Services

Client Relationship Management

Fund Administration

Alternative Investments

Presentation Skills

Project Management

Communication Skills

Education

Bachelor’s degree in Finance, Accounting or related discipline

Job description

• Manage strategic hedge fund services relationships and deliver a consistent client experience
• Serve as a trusted advisor on client goals, operating models and evolving needs
• Coordinate fund administration, middle office, accounting, operations and investor services support
• Resolve issues, improve service delivery and support strong client satisfaction
• Align service expectations, agreements and requirements across internal teams and clients
• Facilitate investor and client due diligence sessions
• Build relationships with C-suite leaders and senior decision makers
• Lead quarterly service reviews and senior management reporting
• Identify growth opportunities and support delivery of new products and services
• Manage client profitability, pricing strategy, competitive awareness and repricing
• Provide consulting, leadership and technical guidance across key functional areas
• Promote collaboration, accountability and a one team approach
• Solve complex business and operational issues using strong knowledge of hedge fund services and alternative investments
• Coordinate client training on technology platforms, tools and service processes
• Manage escalations involving sensitive conversations and complex issues

Requirements

• Bachelor’s degree in Finance, Accounting or a related discipline, or equivalent experience
• Experience in hedge fund services, fund administration, middle office, prime brokerage, asset management, alternative investments or consulting
• Strong client relationship management skills with institutional clients, senior leaders and cross functional teams
• Experience supporting complex institutional clients or alternative investment managers
• Knowledge of fund operations, accounting, investor services, treasury, trading or asset servicing functions
• Skilled at managing multiple priorities, projects and service issues in a fast paced environment
• Strong presentation, written and verbal communication skills, with the ability to explain technical and strategic information clearly
• Sound judgment, strong decision making skills and high integrity
• Proactive, collaborative working style with a strong interest in learning, technology and continuous improvement
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Core Competencies

Demonstrates expertise in hedge fund services, fund administration, and client relationship management, with a strong focus on delivering exceptional client experiences and managing complex institutional client needs. Proficient in coordinating operations, improving service delivery, and providing strategic consulting across financial services.

Highest-signal resume keywords

• Hedge Fund Services
• Client Relationship Management
• Fund Administration
• Alternative Investments
• Presentation Skills

Hard Skills

• Fund Operations
• Accounting
• Investor Services
• Treasury
• Trading
• Asset Servicing
• Pricing Strategy
• Project Management
• Service Delivery
• Due Diligence

Soft Skills

• Strong Decision Making
• Sound Judgment
• Proactive Collaboration
• Communication Skills
• Problem Solving

Industry Keywords

• Asset Management
• Prime Brokerage
• Institutional Clients
• C-Suite Relationships
• Complex Issues