Relationship Manager

Join a high-touch consulting firm specializing in finance, accounting, and operations for investment managers. They provide precise, efficient financial solutions to help funds scale, delivering top-tier reporting, compliance, and strategic insights.           

They seek an experienced Relationship Manager to oversee client relationships in the investment management sector. This role ensures exceptional client experience, strategic financial guidance, and business growth. Ideal candidates have a deep understanding of investment management operations, strong relationship-building skills, and a passion for helping clients navigate complex financial challenges. This position is well-suited for a mid-level fund accountant ready to take on managerial responsibilities.               

If you thrive in a fast-paced, client-focused environment and want to contribute to a team that supports top-tier investment firms, this is the perfect opportunity for you!           

• Client Relationship Management: Serve as the primary point of contact for investment manager clients, building and maintaining strong, long-term relationships.              
• Strategic Financial Advisory: Collaborate with clients and internal CFOs to deliver insights on fund performance, financial planning, capital structure, and regulatory requirements.      
• Revenue Growth & Business Development: Identify opportunities to expand client relationships by introducing relevant financial solutions and services.               
• Fund Operations & Oversight: Assist clients in streamlining their financial operations, including fund accounting, reporting, compliance, and treasury management.              
• Industry & Regulatory Knowledge: Stay current with investment management trends, SEC regulations, tax implications, and best practices to provide proactive guidance.           
• Cross-functional collaboration: Work closely with CFOs, fund administrators, tax specialists, and auditors to ensure seamless financial operations for clients.          
• Risk Management & Problem-Solving: anticipate client needs, address financial challenges proactively, and provide tailored solutions.    

• 5 years of experience in investment management (hedge fund, private equity, or similar), outsourced CFO services, or fund administration is mandatory. Please do not apply if you do not have this experience.         
• Strong understanding of fund structures, private equity, hedge funds, and alternative investments.              
• Experience with financial reporting, regulatory compliance (SEC, FINRA, GAAP), and performance analytics.              
• Proven ability to cultivate and maintain relationships with investment managers, fund principals, and institutional investors.              
• Interest in both managing relationships and attending to regular client deliverables.         
• Comfort with working independently to achieve benchmarks.             
• Excellent communication, presentation, and negotiation skills.              
• Bachelor’s degree in Finance, Accounting, Business, or a related field (CFA, CPA, or MBA preferred).             
• Proof of US work eligibility.               
• Proof of suitable workspace for remote employment.   

• Location: Remote in the USA - (Preference given to candidates in Central Florida)        
• Salary: $90,000 - $140,000 / Year.        
• This is a full-time, long-term position.             
• The position is immediately available.           
• Monday through Friday.         

The next step will take you to an application form that requires you to answer some questions and upload your resume. Please answer completely so that we can get to know you better.

Salary : $90,000 - $140,000