Aduro Advisors · 5 months ago
VP of Client Service
United States
Full-time
Remote
Senior Level, Lead/Staff
$230K/yr - $270K/yr
12+ years expAduro Advisors is seeking a highly experienced and dynamic VP of Client Service to design and lead a unified client experience across its lines of service. The role involves refining the client journey, evolving service offerings, and overseeing client relationship management while collaborating with various teams to ensure a seamless client experience.
Financial Services
Responsibilities
Refine and update the Aduro client journey. From client onboarding to ongoing service delivery, the VPCS is responsible for the vision and execution of a scalable, seamless, and high-touch client experience across all service offerings
Design and implement a seamless and efficient client experience across all Aduro services, including fund administration, management company administration, compliance, and treasury. This includes proposing and developing new value-add services and fostering their path to launch
Collaborate with senior leadership across Aduro to evolve our service offering to ensure that Aduro meets the changing needs of our growing client base. Oversee the design and adoption of technology and associated internal workflows to supplement the Aduro service team. This includes but is not limited to Agentic AI, automation, key software implementations, and leveraging a service center model to enhance our team's capabilities
Monitor and develop relationships with key Aduro clients; foster a proactive approach to client relationship management across Aduro
Lead, mentor, and develop senior client service team leaders, fostering a culture of client-centricity, accountability, and continuous improvement
Partner closely with sales, product, operations, and technology teams to ensure a consistent client experience from onboarding through ongoing service
Stay abreast of industry trends, regulatory changes, and competitive developments within the alternative investment and fund administration sectors to anticipate client needs and inform service enhancements
Define, monitor, and report on key performance indicators (KPIs) related to client satisfaction, service quality, team productivity, and financial performance across all lines of service
Analyze performance data to identify trends, areas for improvement, and opportunities for optimizing resource allocation
Manage budgets and resource planning for the client service function, ensuring efficient utilization while meeting service objectives
Maintain and analyze team utilization metrics and client demand scores, identifying areas for improvement and communicating them to relevant stakeholders
Represent Aduro at industry events, conferences, and client meetings, demonstrating expertise and contributing to the firm's reputation
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or relevant advanced degree preferred
12+ years of progressive experience in client-facing roles within the financial services industry, with at least 5 years in a senior leadership position (e.g., Director, VP, Managing Director) in fund administration or a related field
Deep and comprehensive understanding of fund administration operations for alternative investment funds (e.g., hedge funds, private equity, venture capital, real estate funds)
Proven track record of successfully managing and growing client relationships, demonstrating exceptional client retention and satisfaction
Strong knowledge of financial instruments, investment strategies, and regulatory environments relevant to alternative investments (e.g., SEC, FATCA, CRS)
Exceptional leadership, communication (verbal and written), and presentation skills, with the ability to influence and build rapport at all levels
Demonstrated ability to lead, motivate, and develop high-performing teams
Strong analytical and problem-solving skills, with a proactive approach to identifying and resolving client challenges
Ability to thrive in a fast-paced, complex, and highly regulated environment
Preferred
CPA, CFA, or other relevant professional certifications
Experience with fund accounting software and investor reporting platforms
A strong network within the alternative investment management community
Benefits
Health/Dental/Vision Insurance
Life Insurance
Short-Term Disability
Long-Term Disability
Paid Time Off (PTO) & company holidays
401k with Employer Match
Company-wide social events and programs
Dog-friendly office in downtown Denver
Company
Aduro Advisors
Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry veterans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jess Brooking
Partner & Chief Operating Officer
Braughm Ricke
Founder
Company data provided by crunchbase