Director, Client Solutions - Family Offices

SaaS Implementations

• Serves as a subject matter expert and leads the implementation and ongoing operation of the client’s data platform including all processes powered by it

• Navigates complex and ambiguous environments with a solutions-oriented mindset

• Demonstrates exceptional communication skills, adept project management abilities, and maintains impeccable grammar and punctuation in all written correspondence

• Maintains a willingness to travel on-site to clients’ offices or relevant industry events

Client Solutions

• Facilitates seamless communication between the client's team and Amplify's internal resources, serving as a key liaison

• Works through a consultative approach to educate the client on potential solutions based on the client’s requirements and business goals

• Identifies areas for enhancement, proactively suggests solutions, and consistently advocates for best practices and improvements. Additionally, actively identifies opportunities for outsourcing business processes, expanding into new practice areas/SaaS platforms, and leveraging automation.

• Operates autonomously and is strategic about including internal resources; effectively manages the client’s internal resources

• Takes the lead on documenting the client’s existing operating model

Client Success

• Serves as the ultimate escalation point in client relationships, demonstrating strong leadership in coordinating firm wide efforts to solve problems

• Capable of managing and engaging leadership, as well as, coordinating and leading escalation calls and client solutions meetings

• Recognizes that the foremost objective is client retention as measured by the client’s willingness to serve as a reference; generating new revenue through upsell opportunities is a secondary objective

• Demonstrates strong ability to build and maintain relationships with clients

Product and Domain Expertise

• Strong knowledge of Private Wealth, Asset Management, Alternative Investment industry; both from an investing and operations perspective

• Comfortable with a diverse set of investment vehicles and products spanning asset classes and types with a solid understanding of their transactions and mechanics

• Actively coaches and trains other members of the team on such topics

Leadership 

• Revenue generator constantly seeking ways to increase revenue to the firm through new clients, revenue streams, and strategic initiatives

• Works independently and strategically when delegating tasks to resources; proficiently handles client resources, effectively assigning tasks and responsibilities both internally and externally

• Operates with an owner’s mindset upholding and (re)setting Amplify’s Standard of Excellence

• Embraces hands-on leadership, willing to lead by example and actively contribute to tasks at hand including documentation and project management, client dossiers, etc. 

• Maintains a stellar track record of effectively resolving problems and demonstrates the awareness and empathy required to deliver resources to solve internal, client, partner, and prospect issues

• Participates with other internal teams at Amplify as a source of knowledge (Sales, Partnerships, Client Solutions, Product, Legal, Finance, HR and Recruiting)

Qualifications

• 10-15 years of experience within an institutional investment office

• Advanced degree (e.g. MBA, CFA) is preferred

• Technical skills including Python and SQL is preferred 

• Proficiency or experience implementing and operating WealthTech SaaS platforms