Director, Client Account Management – Transfer Agency

Role Overview

• Provides financial product support services with a customer-focused approach.
• Provides proactive and innovative solutions to customers.
• Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills.
• Exercises wide-latitude to make decisions to achieve defined goals.
• Establishes operational objectives and provides strong tactical leadership.
• Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success.
• Participates in the development and implementation of company policies.
• Accountable for the results of one or more departments.

Requirements

• Bachelor’s degree in Finance or related field or equivalent experience
• 10+ years’ experience in Transfer Agency or Investor Services or related field
• Previous management experience is required
• Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
• Excellent communication skills, including written, listening and presentation abilities
• Proven ability to work under pressure and meet deadlines
• Strong organizational and relationship building skills
• Willingness to travel domestically 25% to 50%

Benefits

• medical, dental, and vision coverage
• a 401(k) plan with company match
• paid time off
• holidays
• parental leave
• professional development reimbursement opportunity