Director of Client Relations, Ascend Interplay

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*Please note that this opportunity is with the Ascend Interplay team (Interplay's multi-family office), not the venture capital team.

LOCATION

New York, NY, USA (hybrid work - required to be in office 2-3 days/week)

Job Description

The Director of Client Relations will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

WHAT YOU'LL DO

  • Serve as the trusted, go-to point of contact for family principals, bridging all internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
  • Lead the onboarding of new families, presenting tailored strategies and insights to ensure a seamless process.
  • Prepare for and conduct weekly meetings with family principals.
  • Make tailored cash management plans in collaboration with the investment team.
  • Advise families on advanced tax strategies, estate planning strategies, and insurance strategies in collaboration with domain experts.
  • Assist with monthly reporting with the Ops team.
  • Coordinate with the external compliance team to ensure full SEC compliance, safeguarding both the firm and its clients.
  • Track investments in collaboration with the investment team.
  • Drive forward other one-off projects for each family based on their unique needs and circumstances.
  • Be a critical member of our business development efforts and expand the client services that we offer.

WHO YOU ARE

  • A self-starter and motivated to learn. You get things done, find a way around walls and pursue excellence.
  • A problem solver and someone who’s not afraid to get their hands dirty.
  • A Swiss army knife who can handle a multitude of different responsibilities.
  • You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
  • An empathetic listener who builds genuine, trust-based relationships with clients, understanding their unique needs and pain points.
  • Comfortable interacting with high-profile clients and senior leadership, always presenting with confidence and professionalism.
  • You are open to receiving and providing feedback.
  • You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.

REQUIRED SKILLS

  • 3+ years of experience in banking or financial sector.
  • 5+ years of proven experience in client success, client service, or a similar role. High emotional intelligence (EQ) is essential.
  • An understanding of the financial markets, investments and financial planning.
  • Strong understanding of client relationship management and customer service best practices.
  • Excellent communication, negotiation, and presentation skills.

PREFERRED SKILLS

  • Active FINRA Series 7 certification.
  • CFA, CFP, CAIA, MBA or equivalent qualifications.
  • Prior operating or management experience.
  • Project management experience.
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