Investments Client Operations Senior Manager
Core
Senior Manager providing dedicated operational support and coordination for a portfolio of top-tier clients in delegated investment solutions, ensuring service delivery aligns with client expectations and business objectives.
Role type
Senior IC client operations manager (investment solutions)
Builds
Operational support for complex client relationships, onboarding, fund launches, and change management within delegated investment solutions
Domain
Financial services / Investment management / Fund operations
Deliverable
client delivery
Required skills
Fund operations knowledge (accounting, middle office, transfer agency), stakeholder relationship management, complex deliverable coordination, escalation management, commercial awareness, process improvement, team coaching
Preferred skills
Institutional investment services experience, asset servicing, improving client service/governance, coordinating change/onboarding, mentoring
Technologies
None stated
Responsibilities
Act as trusted operational partner for top-tier clients; provide dedicated support to complex strategic relationships; serve as key internal advocate and coordinator; proactively manage client requests and issues; lead monthly service reviews and governance forums; maintain service logs, SLA documentation, and KPI reporting; coordinate activity across operations, client teams, and third parties; act as escalation point for material service issues; support onboarding, transition, and change activity; identify recurring issues and process improvement opportunities; coach and support colleagues
Seniority
Senior, hands-on IC with team support responsibilities