Head of Client Service
HybridFort Worth, Texas, United States
Job Summary
Collaborate with marketing to regularly improve pitch books, client reports, RFPs, and DDQs while acting as the subject matter expert on the multi-manager platform. Monitor industry trends and competitor products to position the Firm's platform relative to peers, then develop insightful content like whitepapers and performance commentary with internal stakeholders. Interact with clients and prospects to address inquiries, manage later-stage prospect nurturing including investment diligence, and act as a conduit for client feedback to leadership. Own the operational due diligence process for LPs, respond to questionnaires, and coordinate site visits while partnering with Legal to draft side letters and track regulatory reporting obligations.
Required Qualifications
- Bachelor's degree
- Minimum of 8 years of experience in financial markets
- Background in alternative investments, consulting, or allocating for an LP
- Understanding of the capital raising process
- Excellent verbal and written communication skills
- Exceptional appreciation for the importance of detail
- Proficient in Microsoft office products, specifically Powerpoint and Excel
Desired Qualifications
- MBA
- CFA
- Other relevant advanced degree
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