Principal Consultant
Sandler Partners
Fund Solutions Consultant
Juniper Square
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $170,000 per year
Job Level
SeniorLead
About the role
- Partner with Account Executives to target sales opportunities in fund administration for both new and existing clients.
- Manage and address all technical inquiries from potential clients.
- Determine client requirements and ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized fund structures.
- Establish trust with prospective clients by demonstrating and in-depth understanding of their business needs.
- Assess the needs of potential clients and collaborate with the Industry Principal and Head of Fund Administration to tailor and price services.
- Engage with potential clients to understand their concerns and demonstrate how Juniper Square’s solutions can meet their needs.
- Develop relationships with Fund Administration team leaders to facilitate cross-functional collaboration.
- Identify product and service evolution opportunities based on feedback from potential clients.
- Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions, ensuring a seamless and comprehensive service experience for clients.
Requirements
- Over 10 years of experience in fund accounting, client services, relationship management, or audit within the fund administration sector.
- Exceptional communication and presentation abilities.
- Skilled in managing prospect expectations and uniting both internal and external stakeholders to achieve business objectives.
- Comprehensive knowledge of complex accounting practices, private equity investment frameworks, and private fund reporting standards.
- Proven ability to engage confidently with C-suite executives and senior leaders, showcasing expertise in industry and technical matters.
- Strong interpersonal skills complemented by a keen commercial insight.
- Experience with leveraged buyout funds is preferred.
- Proficiency in Salesforce of similar tools is advantageous.
