Senior Manager Investor Services

Job Description

Job Description

The salary range for this position is $110,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on ziprecruiter.com.

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. 

Job Description:

·        Develop and maintain executive-level relationships with key clients, investors, and business partners.

·        Lead periodic client business reviews, portfolio performance discussions, service level reviews, and strategic planning meetings.

·        Serve as the escalation point for significant client concerns and ensure timely resolution.

·        Support client retention efforts through proactive relationship management, exceptional service delivery, and identification of opportunities to expand service relationships.

·        Partner with Sales and Executive Leadership to support new business development initiatives, client presentations, and prospect due diligence activities.

·        Establish and monitor key service delivery metrics to ensure compliance with contractual obligations, service level agreements, and client expectations.

·        Develop reporting frameworks that provide visibility into operational performance, client satisfaction, and service quality trends.

·        Lead the governance, planning, and execution of portfolio onboarding, loan boarding, portfolio acquisitions, and servicing transfer activities.

·        Coordinate cross-functional teams to ensure successful implementation and transition of client portfolios.

·        Escalate significant risks and issues to executive leadership with recommended corrective actions.

·        Drive operational excellence through continuous improvement initiatives focused on efficiency, scalability, quality, risk reduction, and client satisfaction.

·        Develop quality management plans and related control mechanisms to ensure quality and enforce compliancy with organizational, client, and regulatory standards.

·        Ensure contractual obligations, service level agreements, performance commitments, and client expectations are consistently achieved or exceeded.