Join the LLR family of private equity-backed growth companies.

Relationship Manager

Archer

Archer

Customer Service, Sales & Business Development
Berwyn, PA, USA
Posted on Thursday, August 29, 2024

About Archer:

Archer’s technology and services help investment managers achieve their strategic goals. Archer provides a fully integrated, state of the art platform that simplifies the investment management process across distribution channels, while also uniquely offering selective operations outsourcing. This total solution approach provides managers the ability to control costs, gain product flexibility and speed time to market. Growth is supported with always up-to-date and accessible technology – nothing to install, maintain, or slow down a manager’s core business – and right sourcing that matches services to needs so managers can focus on delivering results.

Archer is a portfolio company of LLR Partners, a lower middle market private equity firm based in Philadelphia.

About this role:

The Relationship Manager (RM) serves as the Archer client advocate and works closely with the Client Platform Specialists and Operations personnel to deliver a high level of proactive client service. The RM will establish and maintain an intimate, consultative business partnership by responding to client inquiries, driving service delivery solutions, and expanding the overall business footprint. The Relationship Manager will also bring extensive business knowledge and own/manage client project requests with both internal and external resource teams. The RM will serve as a resource for others on the Client Experience team (including new hires) and participate in the corporate Training and development program. The candidate will have excellent communication skills, attention to detail, and a commitment to a strong client experience. The candidate must be a team player and drive execution across multiple internal teams including: Business Development, Implementations, Operations, and Technology.

Responsibilities:

  • Develop strong relationships with client ‘Economic buyer’
  • Ownership of client master agreements and manage list of services
  • Manage customer needs, business drivers and service requirements
  • Ability to articulate best practices and make business process recommendations
  • Drive regular client meetings/calls with project updates, ongoing status, and platform release details
  • Expand the scope of existing business relationships
  • Coordinate new business development efforts, accelerate revenue
  • Act as a mentor for less tenured staff – coordinate training sessions, as required

Position Requirements/Desired Skills:

The ideal candidate will have/be:

  • BA/BS in Accounting, Finance, or related field preferred
  • Significant experience managing C-suite level relationships
  • Prior experience working as key contact to deliver small projects successfully
  • Must have at least 10 years of experience in a related financial services role(s)
  • Exceptional client service, advocacy, problem-solving and relationship development skills
  • Expertise in coordinating across multi-functional teams
  • Excellent verbal and written communication skills
  • Adept at prioritization of multiple tasks
  • Outstanding organizational and follow-up skills are a must
  • Motivated to work effectively among a team of professionals and operate with minimal oversight, when the situations require
  • Expected travel is approximately 10-20%

We are a proud Equal Opportunity Employer