Build and deepen relationships with private banks, wealth managers, family offices, and ultra-high-net-worth investors. Source opportunities, position investment products, guide clients through diligence and onboarding, and provide high-touch ongoing engagement. The role also involves client profiling, presenting complex investment concepts, managing follow-up, optimizing the client platform, and complying with regulatory procedures. Frequent interaction with clients and prospects across the United States is required.

Manage investor relations and client services for current and prospective investors. Responsibilities include handling fund inquiries, producing investor materials, overseeing subscriptions, redemptions and transfers, maintaining CRM and client portal capabilities, improving data integrity, and leading technology-driven service initiatives. The role collaborates with internal teams and fund administrators, establishes operational governance and quality standards, and may lead or mentor associates.