Manager, Client Relationship Management

Manager, Client Relationship Management

Location:

Kansas City, MO;
Boston, MA;
Braintree, MA;
Denver, CO (hybrid)

About the Role

The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations.

Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.

Required Experience

• Bachelor's degree or equivalent work experience.
• 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
• Experience managing client relationships and supporting clients within a financial services or wealth management environment.
• Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
• Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
• Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
• Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
• 3+ years of experience leading teams, managing associates, or serving in a supervisory role.
• Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
• Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
• Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
• Strong organizational skills with the ability to coordinate resources and support client deliverables.
• Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
• Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
• Ability to quickly learn and adapt to new systems, processes, and business requirements.