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Job Description
This role focuses on leading strategic retention and growth initiatives with IQEQ’s top U.S. clients, while identifying opportunities to expand services globally through cross-sell efforts. You’ll act as the central relationship owner, ensuring alignment between client needs and IQEQ’s value proposition by fostering deep engagement, coordinating internal teams, and leveraging global expertise. The position requires a strong understanding of client dynamics and a proactive approach to delivering tailored solutions that strengthen long-term partnerships.
What you'll do
- You'll lead and coordinate retention, upsell, and cross-sell initiatives with key U.S. clients and partners, driving strategic growth opportunities across IQEQ globally
- You'll build deep relationships across client organizations—executive to operational levels—ensuring alignment with their strategic goals and maximizing IQEQ’s value proposition
- You'll develop and execute client strategies, including client reviews, competitive analysis, and tailored value propositions, while leveraging global IQEQ resources for broader engagement
- You'll manage communications and collaboration across jurisdictions, ensuring seamless client experiences and supporting integration efforts to enhance service delivery
- You'll own the client relationship, continuously expanding connectivity across the client’s business and positioning IQEQ as a trusted, integral partner in their operating model.
What we offer
- IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
- Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
- Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
- Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
- The salary for this position will be dependent on experience and location ($130,000-$195,000).
Qualifications
- You hold a Bachelor’s or Master’s degree in Finance or Business Administration and 8 plus years of experience in the alternative investment management industry, particularly in commercial roles
- You bring deep expertise in investment management and alternative products, especially Private Equity and Venture Capital, along with strong knowledge of regulatory environments and operational implications
- You demonstrate a commitment to high-quality client service by understanding client needs, delivering tailored solutions, and managing key account plans to drive growth and reduce attrition
- You collaborate across borders, leading global commercial pitches and coordinating with international teams to secure strategic mandates and enhance client engagement
- You excel in leadership, teamwork, and financial performance tracking, ensuring cohesive internal collaboration and delivery on key profitability and KPI targets
Additional information
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
#LI-HYBRID
Company description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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