Director-Private Equity Funds

Director-Client Management, Fund Accounting

Hybrid Work Schedule in Wilmington, DE

Monday to Friday 9:00 a.m. to 6:00 p.m. EST

Candidates for this position must be eligible to work in the United States without sponsorship. Time on-site or time zone may be necessary based on business need.

Position Summary:  

Our Funds area is searching for an experienced, talented and proven Director of Client Management with at least 15 years of related experience to join their senior leadership team. This role will report to the Senior Executive Director and Head of Fund Services, North America and oversee the North America Client Services teams; leading a group of experienced Directors responsible for implementing strategies that achieve outstanding client service delivery, consistent team performance, maximum productivity and efficiency while meeting revenue targets and driving industry solutions. In addition, this role will work alongside their peers within the department to support and manage client relationships, operational efficacy, staff resources, system implementations, and other BU goals. 

Some of the things you will be doing:

• Oversee and work with Client Service Directors to increase awareness of business opportunities to increase revenue streams
• Responsible for managing and achieving the P&L goals for the North America Client Service team by making strategic decisions that meet or exceed revenue targets, manage costs, and ultimately, enhance profitability
• Escalation point for the Client Service Directors to navigate and solve challenging client needs or operations limitations
• Drive business development efforts with key clients to generate revenue opportunities
• Enhance relationships with existing clients and strengthen C-suite connectivity to understand the direction of their business needs
• Work with Sales and Marketing to increase company footprint amongst our clients and identify new clients via targeted searches
• Assist in renewals, engagements, and negotiations with clients
• Manage the career development and talent management of Client Service Directors
• Collaborate with other North America leaders to carry out shared goals of the department
• Work with other business units to identify opportunities for cross-selling services to our clients
• Assist with the implementation of best practices (e.g. Target Operation Model [TOM] integration) and drive operational efficiencies that optimize service delivery
• Identify, lead and delegate key department projects
• Manage and participate in defining Staffing needs & resource allocation for the client service teams including the successful deployment of a global delivery model (e.g. EST/IST) and routine office visits for governance and service delivery continuity
• Responsible for empowering team leaders to develop “out of the box” thinkers, deliver superior client satisfaction results and promote staff engagement & development
• Ensure scheduling and team assignments are properly maintained and proactively modified to support business needs and changes by the client directors
• Stay informed of industry changes (e.g. regulations) and proactively solution services to meet client needs
• Develop and manage KPI’s (Key Performance Indicators), Client SLA’s and review client deliverables as needed 
• Present period performance reports and metrics to the MD Operations
• Internal responsibilities (scheduling, status reports, time tracking, etc.)
• Other responsibilities as deemed necessary

What technical skills, experience, and qualifications do you need?

• Bachelor’s degree in a relevant field, such as accounting or finance; MBA preferred 
• Experience in Private Equity Fund Accounting
• Proven inspirational leader and manager of people, with experience of managing and developing effective teams, managing and planning resources to achieve aggressive goals in a fast-paced and ever-changing environment 
• At least ten years of industry experience with a proven track record of streamlining and improving a service operation 
• A history of exceptional industry forecasting and successful budget management that can determine ways to increase a service operation’s efficiency 
• The ideal candidate will have experience leading large teams and achieving high profitability goals
• Robust analytical, problem-solving, and troubleshooting skills 
• Project management experience 
• Excellent leadership, communication, and organizational skills 
• Proactive and dynamic personality 
• Industry compliance experience a plus 
• Investor Services experience a plus 
• Creative and agile, leader that motivates leaders to achieve lofty goals 
• Ability to lift 25 lbs. or more 

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