Relationship Director

Director – Customer Account Management

Fund Administration | New York

We are partnering with a leading and growing global fund administration and financial services business to appoint a Director of Customer Account Management in New York.

This is a senior commercial “farmer” role , focused on managing, retaining and significantly growing an established portfolio of fund administration clients. The emphasis is on expanding existing relationships, increasing wallet share and generating additional revenue rather than pure new-logo business development.

The Role

• Own and grow a portfolio of existing fund administration clients across private markets and alternative investments.
• Develop strategic account plans to drive meaningful year-on-year revenue growth .
• Identify cross-sell and upsell opportunities across the firm's wider fund administration and related service offering.
• Build relationships beyond the initial point of contact, developing connections with senior and C-suite stakeholders across client organizations.
• Understand clients' fund launches, expansion plans and broader business strategy to identify future revenue opportunities.
• Take ownership of client retention, account growth and overall commercial performance across the portfolio.
• Work closely with fund administration, operations, sales and other internal teams to introduce additional services.
• Lead commercial discussions around new mandates, additional funds, service expansion and renewals.
• Maintain a strong understanding of the fund administration and alternative investment landscape .
• Build and maintain a clear pipeline of expansion opportunities across existing accounts.

The Ideal Candidate

• Strong experience within fund administration, fund services or the wider alternatives industry .
• Proven track record in account management, relationship management or client development .
• Demonstrable success growing revenue from an existing portfolio of institutional clients .
• A true farmer mentality – commercially driven but focused on developing long-term client relationships rather than purely hunting for new logos.
• Strong understanding of the needs of private equity, private credit, real estate, hedge fund and/or other alternative investment managers .
• Experience identifying and executing cross-sell and upsell opportunities .
• Comfortable developing relationships with CFOs, COOs and other senior decision-makers.
• Strong commercial instincts and the ability to uncover opportunities across complex client organizations.

The Opportunity

This is an opportunity to take ownership of an established book of fund administration clients within a growing global organization.

The successful candidate will be responsible for turning strong existing relationships into larger, deeper and longer-term partnerships , increasing wallet share by supporting clients as they launch new funds, expand strategies and require additional services.

Success will ultimately be measured by client retention, revenue growth and the ability to materially grow the existing book of business .