7 дней назад
Director, Client Service (Quantitative Investment Sciences)
135 000 - 155 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Client Service (Quantitative Investment Sciences) (Private Markets/Quantitative Finance): Building a scalable QIS client service model and delivering end-to-end support for quantitative tools, reports, and client inquiries with an accent on client relationship management, intake and triage, and clear communication of quantitative concepts. Focus on defining service KPIs, coordinating complex issue resolution with QIS and technology teams, and developing repeatable processes, training, and client-facing materials.
Location: Boston, United States; hybrid work arrangement with up to 18 approved remote workdays per quarter
Base salary: $135,000–$155,000 USD annually, plus a discretionary annual bonus and potential long-term rewards and benefits.
Company
is a global investment firm with a collaborative, diverse, and innovation-oriented culture focused on serving clients and investing partners.
What you will do
- Build and manage a dedicated Quantitative Investment Sciences Client Service team and establish a scalable, repeatable service model.
- Serve as the primary contact for existing clients and manage routine QIS-related requests, questions, and inquiries.
- Coordinate with QIS, Investor Relations, Technology, and Operations to triage and resolve complex issues involving portals and quantitative tools.
- Ensure requests are accurately logged and define, measure, and communicate service KPIs such as volumes, turnaround times, and resolution rates.
- Implement new QIS processes and procedures, lead internal change management, and integrate QIS support into firm-wide processes.
- Develop client-facing communications, FAQs, standard responses, training, and enablement materials for the broader Client Service organization.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Mathematics, Statistics, or a related field; a master’s degree or equivalent experience is preferred.
- 7–10 years of client-facing experience in institutional client service or relationship management within private markets, asset management, or financial technology.
- Experience collaborating with investment, quantitative, and technology teams to identify and resolve issues.
- Ability to explain quantitative concepts to non-technical audiences, supported by strong verbal, written, presentation, and relationship-building skills.
- Strong process management, intake and triage, collaborator management, internal alignment, and change management capabilities.
- Strong proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with Salesforce is advantageous.
Nice to have
- CFA or CAIA designation, or equivalent experience.
- Experience in marketing planning and content creation within financial services.
Culture & Benefits
- Hybrid schedule with manager-approved remote workdays.
- Collaborative, open, diverse, and inclusive working environment.
- Annual discretionary bonus based on individual and firm performance.
- Potential long-term reward programs, retirement benefits, health and insurance coverage, paid time off, and wellness programs.
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