Vice President, Client Services, Private Assets
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Vice President, Client Services, Private Assets
About the Role
Greater New York City, NY Area (Hybrid)(New York City, New York)
The Company is seeking a Vice President for Client Services in Private Assets. The successful candidate will be a strategic relationship manager, with a focus on key personnel, client infrastructure, and fund structure and strategy. This role involves cultivating connections with C-suite executives, assessing client infrastructure investments, and understanding complex fund structures, particularly in private markets. The VP will also be responsible for sales and client integration, including client on-boarding, training, and service level management. Additionally, the role includes client P&L management, profitability reviews, and supporting the development of pricing models and fee proposals. Candidates for this position should have 8-10 years' of experience in client service and managing client relationships, preferably with a background in private assets fund administration. The role requires skills in negotiation, business planning, budgeting, margin analysis, and technical accounting, as well as strong leadership, project management, and communication skills. A Bachelor's degree in accounting or a related field is required, and a CPA designation is a plus. The ideal candidate will have a proven ability to multi-task, attention to detail, and experience in supporting alternative asset managers with complex fund structures, regulatory requirements, and investor reporting.
Functions:
- Account Management/Optimization
- Sales/Revenue
Compensation
USD $150,000-$220,000 (salary) per year
About the Company
Esteemed financial services provider for hedge funds, private equity & institutional investors
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Age
employees
5001-10,000
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