Senior Sales Manager – U.S. Fund Administration

Jobtailor; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Jobtailor in New York seeks an accomplished senior sales professional to originate and close new mandates across institutional asset managers, private capital firms, and hedge funds. You will lead multi-product pursuits spanning fund administration, investor services, custody, middle office, and capital markets solutions.

The role requires deep knowledge of US fund structures, a proven ability to influence C-suite executives, and a track record of expanding client relationships through

Qualifications

• 7–12+ years in institutional sales or business development in asset servicing.
• Proven track record of winning complex mandates and leading multi-stakeholder RFPs.
• Direct ETFs, alternatives, or semi-liquid fund experience.
• Deep knowledge of US public/private funds ecosystems and operating models.
• Strong expertise across fund administration, investor servicing, custody, and middle office capabilities.
• Ability to translate operating models into differentiated client solutions.
• Advanced sales, negotiation, and presentation skills with executive presence.

Responsibilities

• Originate and close new business mandates across institutional asset managers, private capital firms, and hedge funds.
• Lead complex, multi-product sales pursuits across fund administration, investor services, custody, middle office, and capital markets solutions.
• Advise clients on operating model design, scalability, and distribution considerations across institutional and wealth channels.
• Analyze client operating models and recommend scalable solutions spanning fund accounting, investor servicing, and data/reporting.
• Lead end-to-end RFP processes, coordinating across product, operations, risk, finance, and legal teams.
• Structure competitive commercial proposals and drive deal execution through close.
• Expand client relationships through cross-sell opportunities and maintain strong market presence via industry engagement.

Skills

Asset Servicing

Fund Accounting

Investor Servicing

Custody Solutions

Middle Office

ETFs

Private Capital

Hedge Funds

Data/Reporting

Operating Model Design

Collaboration Skills

Executive Presence

Commercial Judgment

Presentation Skills

Influencing Skills

Job description

• • Originate and close new business mandates across institutional asset managers, private capital firms, and hedge funds
• • Lead complex, multi-product sales pursuits across fund administration, investor services, custody, middle office, and capital markets solutions
• • Serve as a trusted advisor across U.S. public and private fund structures, including mutual funds, ETFs, CITs, hedge funds, private capital, and semi-liquid vehicles
• • Develop targeted sales strategies aligned to growth, product evolution, and alternatives expansion trends
• • Advise clients on operating model design, scalability, and distribution considerations across institutional and wealth channels
• • Analyze client operating models and recommend scalable solutions spanning fund accounting, investor servicing, and data/reporting
• • Lead end-to-end RFP processes, coordinating across product, operations, risk, finance, and legal teams
• • Structure competitive commercial proposals and drive deal execution through close
• • Expand client relationships through cross-sell opportunities and maintain strong market presence via industry engagement

Requirements

• 7–12+ years of institutional sales or business development experience in asset servicing, fund administration, or a related market
• Proven track record of winning complex mandates and leading multi-stakeholder RFP processes
• Direct experience in ETFs (launches or conversions), alternatives (private capital or hedge funds), or semi-liquid fund structures
• Deep knowledge of the U.S. public and private funds ecosystem and asset management operating models
• Strong expertise across fund administration, investor servicing, custody, and middle office capabilities
• Ability to translate complex operating models into differentiated, commercially compelling client solutions
• Advanced sales, negotiation, and presentation skills with strong commercial judgment
• Executive presence with the ability to engage and influence C-suite, product heads, and senior decision-makers
• Strong collaboration skills across internal stakeholders including product, operations, and client coverage teams
• 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 extensive experience in institutional sales and business development within the asset servicing and fund administration sectors, with a strong focus on client engagement and solution delivery. Proven ability to lead complex sales processes and develop targeted strategies that align with market trends and client needs.

Highest-signal resume keywords

• Institutional Sales Experience
• Fund Administration Expertise
• RFP Process Leadership
• Client Relationship Management
• Advanced Sales and Negotiation Skills

Hard Skills

• Asset Servicing
• Fund Accounting
• Investor Servicing
• Custody Solutions
• Middle Office Capabilities
• ETFs
• Private Capital
• Hedge Funds
• Data/Reporting Analysis
• Operating Model Design

Soft Skills

• Collaboration Skills
• Executive Presence
• Commercial Judgment
• Presentation Skills
• Influencing Skills

Industry Keywords

• Institutional Asset Managers
• Private Capital Firms
• Hedge Funds
• Mutual Funds
• CITs
• Semi-Liquid Vehicles
• Growth Strategies
• Market Presence
• Cross-Sell Opportunities
• Client Coverage Teams