Relationship Manager, Fund Administration

Jobgether

4d

About The Position

This role offers the opportunity to act as a strategic partner to high-impact clients within the private markets ecosystem, helping drive long-term relationships, service excellence, and revenue growth. You will operate at the intersection of client advocacy, operational leadership, and business development, working closely with cross-functional teams to deliver exceptional outcomes. In a fast-paced, technology-driven environment, you will guide clients through complex challenges, ensure alignment with their business objectives, and uncover opportunities for expansion. The position blends strategic thinking with hands-on execution and senior-level stakeholder engagement. You will have significant visibility and influence, shaping both client experience and operational strategy. This is an ideal opportunity for a relationship-driven leader passionate about innovation in financial services.

Requirements

• 12+ years of experience in fund administration within private equity, commercial real estate, or venture capital.
• Proven success in senior-level client relationship management, advocacy, and revenue expansion.
• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.
• Strong commercial acumen with the ability to identify growth opportunities and influence outcomes.
• Excellent communication, presentation, and stakeholder management skills.
• Strategic mindset with the ability to balance detailed execution and long-term vision.
• Comfort operating in high-growth, fast-paced, and ambiguous environments.
• Passion for leveraging technology to streamline operations and enhance client experience.
• Strong problem-solving skills and the ability to lead complex discussions and negotiations.

Responsibilities

• Own and manage senior-level client relationships, acting as a trusted advisor and primary point of contact.
• Advocate for clients internally, ensuring timely issue resolution, alignment, and continuous service improvement.
• Identify and drive upsell and expansion opportunities across services, fund vehicles, and legal entities.
• Partner with sales and internal stakeholders on long-term revenue growth strategies and proposal development.
• Lead quarterly and annual business reviews, presenting performance metrics, insights, and strategic recommendations.
• Coordinate communication and execution across product, delivery, customer experience, and operations teams.
• Oversee structured client health assessments, monitoring programs, and service quality initiatives.
• Manage escalations, lead remediation plans, and maintain trust through transparent communication.
• Support internal enablement efforts, providing guidance, training insights, and best practices to delivery teams.

Benefits

• Competitive base salary with performance-based bonus and equity participation.
• Comprehensive medical, dental, and vision insurance for you and your family.
• Life insurance and mental wellness support programs.
• Fertility and family-building benefits.
• Flexible paid time off and company-paid holidays.
• Paid family, medical, and bereavement leave.
• Retirement savings plans.
• Home office and technology setup allowance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level