Director of Strategic Partnerships
About The Position
Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us. Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us. Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first. We are seeking a Director to join our Strategic Partnership Team. Petra’s Strategic Partnership Platform is one of our fastest-growing and highest-touchpoint business units. The team is responsible for co-sourcing and lift-out relationships and is known as the industry lead. Reporting to the Managing Director, this role will own client and team relationships from proposal through execution and ongoing relationship management. This role combines strategic client management with hands-on oversight of impacted employees, ensuring smooth migrations, strong long-term retention and heavy collaboration with internal stakeholders. Opportunity for the right candidate to contribute to the lean team in an impactful way.
Requirements
- 10+ years of experience in private equity, fund administration, management consulting or public accounting industry
- Excellent interpersonal, communication, analytical, and organizational skills, with a collaborative, team-oriented approach
- Advanced proficiency in Excel and PowerPoint
- Strong attention to detail, particularly in data validation and reconciliation
- Ability to synthesize complex data into clear, actionable insights
- Experience with client relationship management
Responsibilities
- Serve as the primary relationship contact for clients, from proposal through execution and ongoing services, in collaboration with the Strategic Partnership Team for both Lift-out and Co-sourcing clients
- Participate in prospective client sales meetings, support pipeline management, and contribute to marketing efforts
- Maintain a working understanding of Petra’s overall relationship with each client and surface additional service opportunities
- Execute and manage legal documentation required for each engagement
- Coordinate with finance team to ensure fees are invoiced accurately in accordance with the engagement letter
- Work directly with Strategic Partnership team and Partners on strategic client matters
- Heavily partner with Petra’s People team, build deep relationships with talent acquisition and business partners
- Act as a trusted industry resource for clients, applying private equity expertise and directing questions to the right internal expert when needed
- Provide ongoing coaching, check-ins, and support to both Lift-out and Co-Sourcing employees
- Closely collaborate with Petra People team regarding performance cycle, determine cadence, external participation and communication plan
- Partner with and communicate frequently with the client to understand business requirements: build a team, add to an existing team due to growth or attrition, identify specialized talent to assist with project-based needs, etc.
- Work with Petra’s People team to open and manage roles throughout process; ensure client urgency and demands are balanced effectively
- Participate in interviews to ensure talent and client goals align
- Develop and maintain relationships with clients; typically including client CFO, General Counsel, COO and other senior GP leadership.
- Lead discovery discussions to shape migration plan including, understanding team culture, roles, leaders, and key resources
- Build rapport with transitioning team, with specific focus on key leaders and high-stakes employees
- Define and document senior leadership’s end-state vision across staff, technology, and HR needs
- Work heavily with Petra’s People team comparing benefits, preparing for onboarding, fielding employee queries, ensuring a seamless employee experience.
Benefits
- 90% covered medical, dental, and vision insurance premiums
- Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum
- 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting
- Flexible paid time off
- Generous holiday calendar
- Hybrid work environment
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
