Job DescriptionResponsibilitiesYour Role:- Strategic Relationship Management
- Key Personnel
- Cultivate connections with C-suite executives. Gain insight into their professional history and achievements. Recognize key decision-makers and influencers. Foster personal relationships.
- Client Infrastructure
- Assess the extent of infrastructure investments made by the client. Familiarize yourself with their other service providers and vendors, and identify their existing challenges.
- Fund Structure and Strategy
- Understand the fund structure and related entities. Understand investment strategy and short- and long-term business vision.
- Sales / Client Integration
- New Sales - Existing Clients
- Identify & investigate opportunities to strengthen existing partnerships by advocating for the inclusion of more CITCO products and services.
- Client On-boarding
- Assist in the coordination of new client integrations and existing client launches.
- Client Training
- Ensure clients are familiar with CITCO systems, processes, and outputs.
- Client Service Level Management
- Service Level Agreement
- Negotiate Service Level Agreements (SLAs) with the client in accordance with the service proposal, collaborating closely with the appropriate Operations Team.
- Communication Strategy
- Establish a formal communication strategy format with the client, which may include quarterly meetings, usually in person, along with monthly calls. The Relationship Manager will be tasked with implementing this communication strategy.
- Communicate updates regarding Citco's developments, system enhancements, and product improvements to clients.
- Client Liaison
- Act as the client's representative within the organization and oversee internal communications with various business lines, operational teams, and support teams.
- KPI Reporting
- Develop Key Performance Indicators (KPIs) for both internal use and external dissemination.
- Internal Reporting
- Prepare local and global presentations/ reports as required on client relationships
- Client P & L
- Profitability Reviews
- Review profitability of client accounts and address negative trends.
Additional Responsibilities:- Support the development of pricing models and fee proposals for the launch of new funds, the introduction of additional services, and the restructuring of fees.
- Regularly update the CRM system on a weekly basis to reflect client activities that are pertinent to the business.
QualificationsAbout You:- You have 8 - 10 years of experience in client service and managing client relationships of an alternative asset manager at a fund administrator or other similar service provider.
- You have skills in negotiation, business planning and budgeting, margin analysis and technical accounting.
- You have strong leadership skills
- You have project management skills with attention to detail and proven ability to multi-task.
- You have strong written and verbal communication skills.
- You have a Bachelor's Degree in Accounting or similar fields
- CPA designation a plus
Salary range: USD $150,000-220,000
Our BenefitsYour well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.
Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.
