Relationship Manager

Summary

Join a high-touch consulting firm specializing in finance, accounting, and operations for investment managers. They seek an experienced Relationship Manager to oversee client relationships in the investment management sector, ensuring exceptional client experience, strategic financial guidance, and business growth. Ideal candidates possess a deep understanding of investment management operations, strong relationship-building skills, and a passion for helping clients navigate complex financial challenges. This role involves managing client relationships, providing strategic financial advisory, driving revenue growth, overseeing fund operations, and staying current with industry trends and regulations. The position is remote, offering a competitive salary and is ideal for a mid-level fund accountant ready for managerial responsibilities.

Requirements

• 5+ years of experience in investment management (hedge fund, private equity, or similar), outsourced CFO services, or fund administration
• 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
• Proof of US work eligibility
• Proof of suitable workspace for remote employment
• Applicants MUST have and be able to demonstrate experience in the alternative investment management industry

Responsibilities

• Serve as the primary point of contact for investment manager clients, building and maintaining strong, long-term relationships
• Collaborate with clients and internal CFOs to deliver insights on fund performance, financial planning, capital structure, and regulatory requirements
• Identify opportunities to expand client relationships by introducing relevant financial solutions and services
• Assist clients in streamlining their financial operations, including fund accounting, reporting, compliance, and treasury management
• Stay current with investment management trends, SEC regulations, tax implications, and best practices to provide proactive guidance
• Work closely with CFOs, fund administrators, tax specialists, and auditors to ensure seamless financial operations for clients
• Anticipate client needs, address financial challenges proactively, and provide tailored solutions

Preferred Qualifications

CFA, CPA, or MBA

Benefits

• Salary: $90,000 - $140,000 / Year
• Remote in the USA
• Full-time, long-term position
• Immediately available
• Monday through Friday