Partner Relationship Manager – Fund Managers and Administrators – Vice President

Partner Relationship Manager – Fund Managers and Administrators – Vice President

Requirements

• Bachelor’s degree in economics, finance, or a related discipline
• 5+ years of client service, project management, or fund operations experience at a fund or financial services firm
• Experience in alternative investments required
• Strong understanding and experience with administrators, TA’s, custodians
• Solid understanding of systems integration in the financial services ecosystem
• Strong relationship management orientation with the ability to manage multiple competing priorities
• Advanced working knowledge of Microsoft Office
• Exemplary oral, written, and interpersonal communication skills
• Organized, motivated, able to work independently

Responsibilities

• Cultivate and deepen partner relationships, individually and with team collaboration.
• Ensure partner satisfaction by identifying needs, offering value-added feedback, and delivering exceptional service.
• Serve as the primary contact for high-priority partner requests and initiatives, ensuring adherence to service-level expectations.
• Proactively communicate relationship and project updates to internal stakeholders and document interactions for alignment.
• Build strong relationships across CAIS lines of business partnering to improve pre-trade, trade, and post-trade processing, resolve issues, and implement integrations and best practices.
• Serve as the primary expert on partner operating model, integration, and nuances related to partner workflows and relationships with firms and other partners.
• Collaborate with internal and external project managers to implement strategies, resolve issues, and meet partner needs.
• Develop deep knowledge of the CAIS platform, investment products, and services to guide adoption and provide partner support.
• Communicate CAIS value including platform’s capabilities, operational efficiencies, technology integrations, and benefits to drive revenue growth.
• Support the rollout of platform enhancements, ensuring partner-directed documentation, communication, and effective training and integration if required.
• Conduct platform demonstrations and highlight new features for clients.
• Identify and implement automation and process improvements to enhance partner experience.
• Monitor partner integration adoption and usage activity; providing reporting to partners as needed including insights to drive improvements.
• Oversee integration support requests during testing and post-launch to ensure partner satisfaction and internal viability.
• Plan, manage, and execute projects from inception to completion with minimal supervision.
• Scope and define business requirements, translating them into technical, process, and resource needs.
• Monitor project risks, escalate constraints, and develop mitigation strategies with stakeholders.
• Maintain project tracking tools and resources, including Confluence, SharePoint, and Airtable.
• Provide executive-level updates and concise reporting.
• Support business development by engaging with clients and participating in pre-sales activities.
• Partner with internal teams to secure new opportunities and provide domain expertise during client discussions.
• Develop sales-oriented materials including consulting on the art of possible, how CAIS interfaces work, workflow best practices and definition of the best fit solution based on joint priorities.
• Stay informed on firm initiatives, platform growth, and industry trends to offer expert guidance.
• Act as a subject matter expert for partner integration, onboarding and ongoing servicing capabilities.
• Contribute to creating training materials, user guides, and case studies for partner success stories.
• Network across functions and adapt communication to align with firm-wide objectives.

Preferred Qualifications

• FINRA Registrations Series 7, 63 nice to have