crmaidata integrityinvestment managementinvestor relationsclient servicesclient onboardingseries 3operational due diligence
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Зарплата и рынок
$125к-200к/год
$130к$150кмедиана$180к
По похожим ролям (50) ~ $150к/год
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Чётко описанная senior-роль в клиентском сервисе известной количественной инвестиционной компании с ответственностью за процессы инвесторов и их улучшение с помощью технологий.
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Высокий порог опытаЗона ответственностиЩедрые льготыФинансовые технологии
Оценка от Hirify AI
Мэтч & Сопровод
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Описание вакансии
Текст:
Hirify AI/Оригинал
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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