Senior Relationship Success Manager - Remote

Overview

The Senior Relationship Success Manager is responsible for managing and nurturing asset manager relationships to ensure smooth onboarding, satisfaction, retention, and the achievement of business growth.

In Short

• Manage and nurture asset manager relationships.
• Act as the primary point of contact for asset manager clients.
• Ensure client satisfaction and retention.
• Oversee the onboarding process for new clients.
• Assist in preparing Quarterly Business Reviews.
• Support internal teams on new fund launches.
• Maintain records on client interactions through CRM.
• Respond to client inquiries promptly.
• Facilitate communication plans with asset managers.
• Complete other related duties as assigned.

Requirements

• Bachelor’s degree and a minimum of 3 years of related experience.
• Experience in financial services, particularly with asset managers.
• Strong communication and interpersonal skills.
• Excellent problem-solving abilities.
• Proficient with CRM tools like Salesforce.
• Intermediate to advanced Microsoft Office/365 skills.
• Project management skills.
• Ability to manage multiple accounts in a fast-paced environment.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset.

Benefits

• Hybrid work model with 4 days onsite and 1 day remote.
• Opportunity to work in a dynamic environment.
• Engagement with a dedicated client service team.
• Professional growth opportunities.
• Supportive company culture focused on innovation.