Manager – Funds Client Services & Support (Dealer Services)

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

$125K-$150K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

74% above the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Manager – Funds Client Services & Support (Dealer Services) New York, NY As the Manager of the Dealer Services team, the primary responsibilities include providing operational and client servicing support to the Fund's intermediary partners and retail clients and the oversight of the Fund's external transfer agent provider. Client Support Manage trading across omnibus versus direct accounts (broker-dealers, RIAs, retirement platforms) Oversee call center/investor inquiries, statements, etc for 65k direct accounts Drive day-to-day client interactions: providing documentation for account transfers, required minimum distributions, exchanges and eligibility requirements for the Fund's different share class offerings Draft and coordinate client communications Develop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver superior client experience Provide support for the US Intermediary Sales team for the distribution of our offshore funds Assist with Board Reporting Operational Support Ensure proper adherence to the requirements of the Fund's prospectus and SAI Monitor large cash flows impacting investor concentration Oversee key performance indicators and work quality of the external transfer agency providers Conduct on-site and virtual operational visits (health checks) and manage operational risk assessment of third-party vendors Partner with product management on all modifications to the existing funds including ETF conversions Transfer Agency Lead on New Fund launches Manage industry reporting obligations, including participation in ICI surveys Process Improvement Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth

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