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5 дней назад

Client Services Manager (Investment Management)

125 000 - 200 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Services Manager (Investment Management): Managing investor relations, client inquiries, capital transactions, and the operational platform supporting an investment management business with an accent on CRM, data integrity, client portals, and investor-facing workflows. Focus on reconciling subscriptions, redemptions, and transfers, improving service personalization through AI-powered solutions, and maintaining governance and quality standards.

Location: New York, United States; hybrid work policy with flexible in-office days.

Base pay: $125,000–$200,000 per year, with potential discretionary bonus and additional benefits.

Company

hirify.global is a quantitative investment management and trading firm combining technology, artificial intelligence, data science, and quantitative research to identify market opportunities.

What you will do

  • Manage investor inquiries, investor-facing materials, and capital transactions to deliver a high-quality client experience.
  • Collaborate with internal business partners and fund administrators to integrate and present robust client-service capabilities.
  • Own initiatives involving CRM, data integrity, client portals, and feature adoption for the investor business.
  • Process, reconcile, and improve workflows for subscriptions, redemptions, and transfers.
  • Drive strategic initiatives using AI and other technology-powered solutions to improve efficiency and personalize investor services.
  • Establish quality standards, operational principles, and governance frameworks while representing the hirify.global brand.

Requirements

  • 8+ years of professional experience in investor relations, client onboarding, operational due diligence, or account administration.
  • Proficiency with investor relations standards and industry trends, with interest in process improvement and emerging technologies.
  • Experience leading or mentoring associates and working efficiently, strategically, and independently.
  • Strong communication and presentation skills, with acute attention to detail.
  • Ability to manage a multifaceted workload, exercise sound judgment, and maintain a client-first approach.
  • Series 3 license required within six months of hire; sponsorship is provided by hirify.global.

Culture & Benefits

  • Hybrid work with flexible in-office days and a home-office setup budget.
  • Fully paid medical and dental insurance for employees and dependents, a competitive 401(k) match, and employer-paid life and disability insurance.
  • Onsite gyms with laundry service, wellness activities, casual dress, snacks, and game rooms.
  • Tuition reimbursement and sponsorship for conferences and training.
  • Generous vacation, unlimited sick days, and competitive paid caregiver leave.

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