Senior Manager - Fund Client Services and Support Lead (Mutual Funds)

Location: New York, NY; hybrid position requiring 3 days in the office. Applicants must be authorized to work in the United States without current or future sponsorship.

Salary: $125,000–$175,000 per year, plus discretionary bonus and benefits.

Company

hirify.global provides investment management and fund products distributed through broker-dealers, wirehouses, RIAs, retirement platforms, and direct retail accounts.

What you will do

• Lead the Retail and Intermediary client service desks, including the call center, investor inquiries, statements, trading across omnibus and direct accounts, share class exchanges, and fund activity clearing.
• Provide high-touch servicing to broker-dealers, distribution platforms, retirement platforms, and other key intermediaries, including support for account transfers, required minimum distributions, exchanges, and share class eligibility.
• Oversee the external transfer agent and NSCC activity, including service levels, performance indicators, issue investigation, risk escalation, operational health checks, and third-party vendor assessments.
• Ensure adherence to fund prospectuses and Statements of Additional Information, monitor large cash flows, support closed-end fund operations, and manage industry reporting obligations including ICI surveys.
• Partner with Product Management and cross-functional teams on fund changes, ETF conversions, new fund launches, client communications, Board reporting, and consistent delivery deadlines.
• Lead, coach, and develop client service professionals while using operational data, AI-enabled automation, and process improvements to reduce manual effort and turnaround times.

Requirements

• Bachelor’s degree, preferably in Finance, Economics, Business, or a related field.
• Series 7 and Series 24 required at hire; Series 66, or both Series 63 and Series 65, required within 6 months if not already held.
• 10+ years of experience in mutual fund operations or client servicing, including team management and support for 40 Act funds.
• Hands-on transfer agency experience covering day-to-day servicing, shareholder processing, and investor record integrity.
• Working knowledge of broker-dealer operations and intermediary servicing, including omnibus and direct account structures, share class exchanges, and clearing of fund activity.
• Extensive knowledge of the NSCC Fund/Serv platform, including account networking and oversight of the Mutual Fund Profile.
• Familiarity with fund prospectuses, Statements of Additional Information, and retirement account servicing such as required minimum distributions and account transfers.
• Experience governing third-party transfer agents or similar service providers, including setting and monitoring service levels, validating reporting, investigating discrepancies, and escalating issues.
• Ability to assess operational risk, conduct vendor health checks, monitor large cash flows, and maintain fund compliance with strong attention to detail.
• Experience building long-term relationships with broker-dealers, wirehouses, RIAs, and retirement platforms; managing complex escalations; and coordinating with Legal, Compliance, Operations, Reporting, Marketing, RFP, and Portfolio Management.
• Excellent written, verbal, and interpersonal communication skills, including client communications and Board-level reporting.
• Experience leading, coaching, and developing client service teams, including managers of desks or functions.
• Ability to set expectations, build accountability, sustain high performance, analyze large datasets, present insights to senior audiences, prioritize projects, and work with Excel and PowerPoint.

Nice to have

• Experience supporting fund launches, share class events, or ETF conversions.
• Hands-on experience with AI tools such as ChatGPT or Microsoft Copilot and a record of improving manual workflows.
• Experience with closed-end funds.

Culture & Benefits

• Hybrid schedule currently requiring 3 days in the New York office; the schedule may be modified or eliminated at hirify.global’s discretion.
• Paid time off, medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Discretionary bonus and retirement contributions as part of the total compensation package.