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Title:  Director - Relationship Management - Remote

Job ID:  2409

Boston, MA, US

Category:  Administration

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 


The Relationship Manager is a professional level position that is responsible for maintaining and enhancing relationships with our largest Mutual Fund Administrator clients, ensuring ongoing client satisfaction through development and implementation of multi-year strategies, regular client meetings and discussions covering service levels, system utilization, client retention, product offerings, economics, and KPIs.


The Relationship Manager is viewed as trusted advisors and works closely with the Administrator to continually assess the rapidly changing business environment in order to provide expertise and guidance so our the client can focus on growing their assets under administration.


The Relationship Manager also partners closely with sales and solution services to uncover and respond to opportunities to expand current or introduce new products and services to the client. The ideal candidate should have a minimum of ten years of related Fund Administration or Financial Reporting experience; possess strong verbal and written communications skills, knowledge of the mutual fund servicing industry and competitive environment.


  • 7+ years of fund administration or financial reporting experience.
  • 4 or more years of client/relationship management experience.
  • B.A or B.S degree with a concentration in accounting or finance strongly preferred, will consider equivalent related retirement industry experience (advance degrees or CPA or CFA designations are a plus).
  • Advanced knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impact the mutual fund industry.



  • Partner with the client as well as internal Implementation and Professional Services teams to develop and execute multi-year strategies and project plans which ensure successful adoption of DFIN solutions and ongoing client satisfaction.
  • Prepare and present regular status and progress reports on active projects, KPI’s and account economics to senior and C-level executives both internally and at the client.
  • Proactively make recommendations to optimize client workflows and maintain and increase efficiencies from DFIN solutions.
  • Communicate regularly with client relative to upcoming and ongoing regulatory change and DFINs response to same.
  • Build a deep understanding of client priorities and strategic objectives.
  • Expand existing and new working relationships across the client’s organization.
  • Research client's products and existing services to identify new use cases or sales opportunities for our solutions.
  • Work closely with the Sales team and Key Account Manager to accurately budget and forecast your assigned accounts.
  • Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests.



  • Proven team-oriented skills.
  • Excellent verbal and written communication skills.
  • Strong presentation and consultative selling skills.
  • Proven ability to work on multiple tasks simultaneously.
  • Proven ability to take initiative.
  • Must be able to work independently and be a team player.
  • Proven organizational skills and prioritization skills.
  • Ability to communicate ideas in a clear, concise, and articulate manner.


It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access as a result of your disability. You can request a reasonable aaccommodation by sending an email to

Nearest Major Market: Boston