Sr Manager, Fund Administration

Ren; New Jersey; On-site; USD 130,000 - 195,000; Full time

Job summary

Ren is seeking a Senior Manager, Fund Administration in New Jersey to lead the Fund Administration team responsible for opening donor-advised funds and processing investment account paperwork. The role guides strategy, staffing, and process improvements while ensuring a best-in-class client experience.

The candidate will manage relationships with firms and custodians, drive automation, and use data to inform leadership decisions. Strong leadership and financial services experience are essential.

Qualifications

• Bachelor’s degree in finance, operations, or a related field is required.
• 5+ years of experience in the financial services industry or a related field.
• 3+ years of experience leading a team.
• Advanced Microsoft Office skills (Word, Excel, Outlook).
• Strong leadership with accountability and high performance.
• Strong analytical and data storytelling abilities.
• Ability to work effectively in a fast-paced, results-oriented environment.

Responsibilities

• Lead the Fund Administration team, guide staffing and capacity planning, including temporary staff during peak periods.
• Oversee opening donor-advised funds and processing investment account paperwork with accuracy and efficiency.
• Drive process improvement and automation; use data to measure performance for leadership decisions.
• Own relationships with firms and custodians on new account matters; manage escalations and exceptions.
• Develop and implement training, SOPs, and cross-functional collaboration to improve client experience.

Skills

Leadership

Data analysis

Process improvement

Communication

Strategic thinking

Mentoring

Education

Bachelor’s degree in finance, operations, or related field

Tools

Salesforce

Microsoft Office

PowerPoint

Job description

Position Summary:
The Senior Manager, Fund Administration, leads the Fund Administration team, which opens donor-advised funds and processes investment account paperwork. The role contributes to the team strategy, manages staffing and capacity (including temporary staff during Giving Season), and serves as the primary point of contact for firms and custodians on new account matters. This individual drives process improvement and automation, uses data to measure performance and inform leadership decisions, and ensures a best-in-class client experience.

Responsibilities:

Team Leadership and Staffing

• Contributes to a 3-year functional strategy for the Fund Administration team, including roles, responsibilities, and project expectations. Communicates objectives, performance expectations, and strategy to each team member, and tracks progress to ensure timely completion.
• Owns hiring and capacity planning. Supervises and coaches team members, including temporary staff, reallocates workload as volume and priorities shift, and manages staffing and coverage against turnaround times. Recommends staffing additions or changes to meet objectives.
• Onboards new team members and delivers foundational Fund Administration training. Revises Salesforce SOPs, co-facilitates Salesforce training, and leads system training as needed. Ensures each team member is trained on current controlled documents.
• Leads Fund Administration’s Giving Season preparation, including contingency planning, Giving Season Agreements, the escalation and exception processes, and refresher training for cross functional teams.

Operations and Client Service

• Oversees paperwork assignment and routing to Fund Administration processors and answers questions on assignment. Creates and executes processes and workflows for opening DAFs and processing investment account paperwork accurately and efficiently.
• Approves rush requests and handles manager-to-manager rush and assistance requests. Reviews escalations and exceptions, including quality check rushes, against the Giving Season escalation and exception process. Coaches Senior Associates to handle front-line escalations.
• Manages the relationship with firms on mass change of signer requests and owns the related process documentation and communication templates.
• Owns the account approvals and special transactions process.

Process Improvement, Automation, and Systems

• Challenges existing methods to find opportunities to improve process, performance, and client experience. Leads a high volume of improvement projects across Fund Administration and the new account opening lifecycle.
• Authors the routing and quality check logic, UAT scenarios, and SOPs for Fund Administration automation, including the Paperwork Assignment and Quality Check bots.
• Maps cross-functional and Fund Administration processes. Owns Partner Gateway updates and Next Steps documents, and keeps controlled documents and process documentation current for new account opening, account closing grants, and related workflows.
• Works cross functionally with other teams to diagnose issues that trace back to systems issues.

Data, Reporting, and Collaboration

• Establishes metrics aligned with Quality Assurance requirements, tracks performance, and reports results to the Senior Director, Operations on a regular basis. Prepares briefings, business cases, and data analysis for senior leadership on staffing, turnaround times, and automation impact.
• Leads functional and organizational projects as assigned and performs other responsibilities as assigned by leadership.

Skills and Qualifications:

• Bachelor’s degree in finance, operations, or a related field required
• 5 or more years of experience in the financial services industry or a related industry
• 3 or more years of experience leading a team
• Advanced Microsoft Office skills (Word, Excel, and Outlook)
• Strong leadership skills with the ability to foster a sense of team accountability and high performance
• Strong analysis and critical thinking skills with the ability to tell the story with data
• Excellent work ethic and self-motivation
• Ability to work effectively in a fast-paced, results-oriented environment

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law

As set forth in Ren’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.