Relationship Manager | Fund Services
Core
Lead key client relationships and manage a portfolio of strategic Fund Services clients, acting as a senior point of contact for complex matters and driving revenue growth.
Role type
Senior Relationship Manager (Fund Services)
Builds
High-quality client service outcomes, strategic partnerships, and revenue growth opportunities within the Fund Solutions business.
Domain
Financial Services / Fund Administration / Custody / Transfer Agency
Deliverable
client delivery
Required skills
Fund Services expertise, commercial acumen, negotiation, stakeholder management, contract and SLA management, client profitability analysis, leadership/mentoring
Preferred skills
Tertiary qualification in Business, Finance, Accounting, Commerce, or Financial Markets
Technologies
N/A
Responsibilities
Manage a portfolio of strategic Fund Services client relationships; Act as a senior point of contact and escalation for complex client matters; Lead client service reviews and strategic client discussions; Negotiate contracts, SLAs, fee schedules, and service arrangements; Monitor client profitability and develop understanding of revenue and servicing costs; Provide reporting and insights to senior stakeholders on client engagement and service delivery; Coach and support colleagues to contribute to a strong client service culture.
Seniority
Senior, hands-on IC with leadership capability