Client Relationship Management Director

Apex Group

Base: cad $180,000 - $200,000; bonus/equity: + mar...
Onsite
10+ years client-facing experience in fund administration
Deep understanding of fund structures and nav calculation
Experience with advent geneva or investran platforms
The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth

Job Summary

  • The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth.
  • Candidates will be responsible for maintaining existing client books while identifying cross-selling opportunities to enhance portfolio profitability.
  • The company offers a competitive salary range of CAD $180,000 - $200,000 plus uncapped variable compensation based on performance.

Matching Summary

The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth.

Salary

Base: CAD $180,000 - $200,000; Bonus/Equity: Additional market competitive variable uncapped compensation based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • 10+ years client-facing experience in fund administration
  • Deep understanding of fund structures and NAV calculation
  • Experience with Advent Geneva or Investran platforms
  • Proven track record in revenue growth and profitability
  • Strong project management and problem-solving skills

Nice-to-have

  • CPA or CFA certification preferred
  • Experience with hedge funds or private equity clients
  • Exceptional interpersonal communication skills
  • Ability to work collaboratively across functional teams
  • Strategic mindset for identifying growth opportunities

Key Requirements

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 10+ years of experience in client-facing roles
  • CPA or CFA certification (preferred)
  • Familiarity with fund accounting systems like Advent Geneva
  • Experience managing relationships with institutional clients

Work Rights

Not specified

Tailored Resume

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