Remote Otter LogoRemoteOtter

Relationship Manager - Remote

Posted 2 weeks ago

Overview

Join a high-touch consulting firm specializing in finance, accounting, and operations for investment managers. They provide precise, efficient financial solutions to help funds scale, delivering top-tier reporting, compliance, and strategic insights.

In Short

  • Client Relationship Management: Serve as the primary point of contact for investment manager clients, building and maintaining strong, long-term relationships.
  • Strategic Financial Advisory: Collaborate with clients and internal CFOs to deliver insights on fund performance, financial planning, capital structure, and regulatory requirements.
  • Revenue Growth & Business Development: Identify opportunities to expand client relationships by introducing relevant financial solutions and services.
  • Fund Operations & Oversight: Assist clients in streamlining their financial operations, including fund accounting, reporting, compliance, and treasury management.
  • Industry & Regulatory Knowledge: Stay current with investment management trends, SEC regulations, tax implications, and best practices to provide proactive guidance.
  • Cross-functional collaboration: Work closely with CFOs, fund administrators, tax specialists, and auditors to ensure seamless financial operations for clients.
  • Risk Management & Problem-Solving: Anticipate client needs, address financial challenges proactively, and provide tailored solutions.

Requirements

  • 5+ years of experience in investment management (hedge fund, private equity, or similar), outsourced CFO services, or fund administration is mandatory.
  • Strong understanding of fund structures, private equity, hedge funds, and alternative investments.
  • Experience with financial reporting, regulatory compliance (SEC, FINRA, GAAP), and performance analytics.
  • Proven ability to cultivate and maintain relationships with investment managers, fund principals, and institutional investors.
  • Interest in both managing relationships and attending to regular client deliverables.
  • Comfort with working independently to achieve benchmarks.
  • Excellent communication, presentation, and negotiation skills.
  • Bachelor’s degree in Finance, Accounting, Business, or a related field (CFA, CPA, or MBA preferred).
  • Proof of US work eligibility.
  • Proof of suitable workspace for remote employment.

Benefits

  • This is a full-time, long-term position.
  • The position is immediately available.
  • Monday through Friday work schedule.

Similar Jobs:

Compass Retirement Consulting Group logo

Relationship Manager - Remote

Compass Retirement Consulting Group

1 week ago

The Relationship Manager is responsible for managing client relationships and ensuring accurate data handling and communication.

Client Communication
Data Analysis
Retirement Plans
Customer Service
Worldwide
Full-time
Sales / Business
$55,000 - $70,000/year
Mercury logo

Relationship Manager - Remote

Mercury

6 weeks ago

Join Mercury as a Relationship Manager to engage with early-stage customers and drive account growth and retention.

Account Management
Customer Relationship Management
Sales
SaaS
USA
Full-time
Sales / Business
$107,500 - $134,300 USD/year
Financial Statement Services logo

Relationship Manager - Remote

Financial Statement Services

9 weeks ago

FSSI is looking for a full-time Relationship Manager to drive client retention and business development.

Client Relationship Management
Business Development
Sales Techniques
Presentation Skills
United States
Full-time
Sales / Business
USD90,000 - USD100,000/year
PCS Retirement logo

Relationship Manager - Remote

PCS Retirement

15 weeks ago

The Relationship Manager at PCS Retirement is responsible for managing client relationships and ensuring high levels of customer satisfaction.

Client Relationship Management
Customer Service
401k Plans
Financial Industry Operations
Worldwide
Full-time
Sales / Business
$60,000 - $105,000/year
anchorage logo

Relationship Manager - Remote

anchorage

34 weeks ago

The Relationship Manager at Anchorage Digital is responsible for generating revenue and managing client relationships in the digital asset space.

Sales
Client Relationships
Revenue Growth
Cross-selling
USA
Full-time
Sales / Business