Sr Manager, Fund Administration

Ren • Hudson, OH

2d

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 functional strategy, oversees staffing and capacity—including temporary staff during Giving Season—and serves as the primary contact for firms and custodians regarding new account matters. The Senior Manager drives process improvement and automation, uses data to measure performance and inform leadership decisions, and supports a best-in-class client experience.

The role oversees operational workflows and client service, including paperwork routing, rush requests, escalations, exceptions, account approvals, special transactions, and relationships with firms on mass signer changes. It leads process improvement projects and develops automation logic, testing scenarios, standard operating procedures, and process documentation. The Senior Manager also establishes and reports performance metrics, prepares data analysis and briefings for senior leadership, and leads functional and organizational projects as assigned.

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 the 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 the Fund Administration team, defining roles, responsibilities, and project expectations.
• Communicate objectives, performance expectations, and strategy to team members, and track progress toward timely completion.
• Own hiring and capacity planning; supervise and coach team members, including temporary staff; reallocate workloads as needs change; and manage staffing and coverage against turnaround times.
• Recommend staffing additions or changes and onboard and train new team members.
• Revise Salesforce SOPs, co-facilitate Salesforce training, lead system training as needed, and ensure team members 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 to processors and answer questions about assignments.
• Create and execute accurate, efficient workflows for opening donor-advised funds and processing investment account paperwork.
• Approve rush requests and handle manager-to-manager rush and assistance requests.
• Review escalations and exceptions, including quality-check rushes, in accordance with the Giving Season escalation and exception process.
• Coach Senior Associates to handle front-line escalations.
• Manage firm relationships for mass change-of-signer requests and own related process documentation and communication templates.
• Own the account approvals and special transactions process.
• Identify opportunities to improve processes, performance, and client experience, and lead improvement projects across Fund Administration and the new account opening lifecycle.
• Author routing and quality-check logic, UAT scenarios, and SOPs for Fund Administration automation, including the Paperwork Assignment and Quality Check bots.
• Map cross-functional and Fund Administration processes.
• Own Partner Gateway updates and Next Steps documents, and keep controlled documents and process documentation current for new account opening, account-closing grants, and related workflows.
• Work cross-functionally to diagnose issues originating in systems.
• Establish metrics aligned with Quality Assurance requirements, track performance, and regularly report results 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