Senior Client Engagement Manager

3 weeks ago

New York, United States Arch Full time
Job DescriptionJob DescriptionDescriptionOur Company
Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.
Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’.Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. 
We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.
Senior Client Engagement Manager
We are hiring a Senior Client Engagement Manager on our Operations team, to lead the charge in implementing Arch for family office clients and individual investors.  In this role, you'll not only spearhead projects of the highest priority and visibility but also manage people within your team, ensuring smooth execution and fostering collaborative success.
Key ResponsibilitiesYour responsibilities will include:
  • Leading a team of Client Implementation Specialists and Operations Associates. Setting clear goals and expectations, mentoring team members, and fostering a collaborative and high-performance work environment.
  • Implementing Arch for family offices and individual investors. Coordinating with internal stakeholders and client teams to ensure successful deployment of Arch solutions tailored to client needs.
  • Collaborating closely with Sales, Product Development, and Support teams to ensure alignment on client requirements, product capabilities, and project deliverables. Act as a liaison between different departments to streamline communication and optimize project outcomes.
  • Driving continuous improvement initiatives to enhance the efficiency and effectiveness of the implementation process. Identifying opportunities for automation, process optimization, and best practice development to streamline workflows and drive customer satisfaction.
  • Creating detailed project management plans based on client needs and timeline, and managing a team to ensure adherence to project milestones, deadlines, and goals. 
  • Building relationships with key stakeholders, becoming an advocate for clients internally and providing exceptional customer service and support as they implement Arch. 
  • Translating lessons learned from each implementation into new policies, procedures and approaches. Documenting internally to improve processes going forward. 

Skills, Knowledge and ExpertiseReach out to us if you:
  • 4+ years of experience managing a team.
  • Demonstrated experience with project management or software implementation.
  • An eagerness to take on a leadership role within a growing company and manage projects that truly shape the direction of the business.
  • Strong communication skills and the ability to build and maintain relationships with key stakeholders, advocating for clients internally and providing exceptional support throughout the implementation process.
  • Experience being part of a high-volume or high-growth team and thriving in a fast-paced environment.
  • Are highly effective even when faced with ambiguity; feel comfortable making executive decisions and moving the ball forward.
Bonus points if you:
  • Have experience working with HNWI and/or Single Family Offices.
  • Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies or have a background in private banking, investment management, or a related field.

Some perks of working for us include:
  • Your work is high impact - You have real responsibility and impact from day one. Your input is valued and your work is important to the entire organization. 
  • Low bureaucracy - We're nimble and can move quickly. New changes are being added to our platform every day, and we're always looking for ways to do things better. If a feature or process doesn't make sense or could be more efficient, you always have the power to make it better.
  • Team community and camaraderie - We are a cohesive team, we have enormous trust in each other and always do what we can to support one another. We're always ready to step in to help.
Last note:
  • While we are no longer starting up, we remain culturally a startup; retaining the ability to nimbly serve our clients and innovate in everything we do, every day. 

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