Senior Sales Manager – U.S. Fund Administration

• • Originate and close new business mandates across institutional asset managers, private capital firms, and hedge funds
• • Lead complex, multi-product sales pursuits across fund administration, investor services, custody, middle office, and capital markets solutions
• • Serve as a trusted advisor across U.S. public and private fund structures, including mutual funds, ETFs, CITs, hedge funds, private capital, and semi-liquid vehicles
• • Develop targeted sales strategies aligned to growth, product evolution, and alternatives expansion trends
• • Advise clients on operating model design, scalability, and distribution considerations across institutional and wealth channels
• • Analyze client operating models and recommend scalable solutions spanning fund accounting, investor servicing, and data/reporting
• • Lead end-to-end RFP processes, coordinating across product, operations, risk, finance, and legal teams
• • Structure competitive commercial proposals and drive deal execution through close
• • Expand client relationships through cross-sell opportunities and maintain strong market presence via industry engagement

• 7–12+ years of institutional sales or business development experience in asset servicing, fund administration, or a related market
• Proven track record of winning complex mandates and leading multi-stakeholder RFP processes
• Direct experience in ETFs (launches or conversions), alternatives (private capital or hedge funds), or semi-liquid fund structures
• Deep knowledge of the U.S. public and private funds ecosystem and asset management operating models
• Strong expertise across fund administration, investor servicing, custody, and middle office capabilities
• Ability to translate complex operating models into differentiated, commercially compelling client solutions
• Advanced sales, negotiation, and presentation skills with strong commercial judgment
• Executive presence with the ability to engage and influence C-suite, product heads, and senior decision-makers
• Strong collaboration skills across internal stakeholders including product, operations, and client coverage teams
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Demonstrates extensive experience in institutional sales and business development within the asset servicing and fund administration sectors, with a strong focus on client engagement and solution delivery. Proven ability to lead complex sales processes and develop targeted strategies that align with market trends and client needs.

• Institutional Sales Experience
• Fund Administration Expertise
• RFP Process Leadership
• Client Relationship Management
• Advanced Sales and Negotiation Skills

• Asset Servicing
• Fund Accounting
• Investor Servicing
• Custody Solutions
• Middle Office Capabilities
• ETFs
• Private Capital
• Hedge Funds
• Data/Reporting Analysis
• Operating Model Design

• Collaboration Skills
• Executive Presence
• Commercial Judgment
• Presentation Skills
• Influencing Skills

• Institutional Asset Managers
• Private Capital Firms
• Hedge Funds
• Mutual Funds
• CITs
• Semi-Liquid Vehicles
• Growth Strategies
• Market Presence
• Cross-Sell Opportunities
• Client Coverage Teams