Sr Manager, Fund Administration

Ren • Hudson, OH

4d

About The Position

The Senior Manager, Fund Administration, leads the Fund Administration team responsible for opening donor-advised funds and processing investment account paperwork. The role contributes to the team’s strategy, manages staffing and capacity—including temporary staffing during Giving Season—and serves as the primary point of contact for firms and custodians on new account matters. The Senior Manager drives process improvement and automation, uses data to measure performance and inform leadership decisions, and ensures a high-quality client experience.

The position oversees team leadership, staffing, operations, and client service; develops and maintains processes and documentation; and leads automation and other improvement projects. It establishes performance metrics, tracks results, prepares analysis for senior leadership, and collaborates across functions to resolve issues and deliver organizational projects. The role reports performance regularly to the Senior Director, Operations.

Requirements

• Bachelor’s degree in finance, operations, or a related field.
• At least 5 years of experience in the financial services industry or a related industry.
• At least 3 years of experience leading a team.
• Advanced Microsoft Office skills, including Word, Excel, and Outlook.
• Strong leadership skills and ability to foster team accountability and high performance.
• Strong analytical and critical-thinking skills, including the ability to communicate insights through data.
• Excellent work ethic and self-motivation.
• Ability to work effectively in a fast-paced, results-oriented environment.

Responsibilities

• Contribute to a three-year functional strategy for Fund Administration, defining roles, responsibilities, and project expectations; communicate objectives and track team progress.
• Own hiring and capacity planning; supervise and coach permanent and temporary team members; allocate workload and manage staffing and coverage against turnaround times; recommend staffing changes.
• Onboard and train team members, maintain Salesforce SOPs, co-facilitate Salesforce training, lead system training as needed, and ensure staff are trained on current controlled documents.
• Lead Giving Season preparation, including contingency planning, Giving Season Agreements, escalation and exception processes, and refresher training for cross-functional teams.
• Oversee assignment and routing of paperwork and create and execute workflows for opening donor-advised funds and processing investment account paperwork.
• Approve rush requests, handle manager-to-manager rush and assistance requests, review escalations and exceptions, and coach Senior Associates on front-line escalations.
• Manage firm relationships and the process documentation and communication templates for mass changes of signer requests.
• Own the account approvals and special transactions process.
• Lead process improvement projects across Fund Administration and the new account opening lifecycle, with a focus on process, performance, automation, and client experience.
• Author routing and quality-check logic, user acceptance testing scenarios, and SOPs for Fund Administration automation, including paperwork assignment and quality-check bots.
• Map cross-functional and Fund Administration processes; own Partner Gateway updates and Next Steps documents; keep controlled documents and process documentation current for relevant workflows.
• Work with other teams to diagnose issues stemming from systems problems.
• Establish metrics aligned with Quality Assurance requirements, track performance, and report results regularly to the Senior Director, Operations.
• Prepare briefings, business cases, and data analysis for senior leadership on staffing, turnaround times, and automation impact.
• Lead functional and organizational projects as assigned and perform other responsibilities assigned by leadership.

What This Job Offers

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