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Account Manager

NorthStar Financial Services Group, LLC Omaha, NE
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Job Description

NorthStar Financial Services Group, LLC (“NorthStar”) empowers investment advisors and is a leader in the financial services industry with an outstanding reputation for quality and service. NorthStar and its subsidiaries provide unique employment opportunities within a progressive and casual work environment. Individuals are valued and encouraged to contribute their own combination of talent and energy with ongoing training and developmental support. If you would like to be a part of a great team and a successful, growing organization, then NorthStar is the place for you!

PURPOSE: 
The Account Manager for Advisor Services overseas and directs the timely deployment of new products for investment manager clients. The Account Manager collaborates with external partners and across the organization with management, sales, relationship management and other departments to implement and create an engaged, timely and precise new fund onboarding experience for the clients of Gemini Fund Services, LLC (“GFS”), a wholly owned subsidiary of NorthStar Financial Services Group, LLC (“NorthStar”). The Account Manager provides a crucial initial point of contact for clients. The Account Manager is responsible for gaining an understanding of the client's needs and expectations to manage the customer's experience. The Account Manager ensures that all interactions and services for and with the client are in accordance with client guidelines and requirements.

ESSENTIAL FUNCTIONS: 
IMPLEMENTATION MANAGEMENT 
• Manages the new implementation or conversion process for all new and additional client fund launches for The Gemini Companies 
• Acts as the primary point of contact between the client and all departments of The Gemini Companies through out the implementaion process 
• Initiates initial engagement between outside counsel, clients and Trust 
• Proactively plans and maintains all appointments, implementation project timelines, agendas and effective follow up with clients and The Gemini Companies departments to ensure project progression 
• Coordinates and conducts on-going meetings until completion of fund launches or conversion with clients and The Gemini Companies departments to ensure project progression 
• Ensures that all Gemini Companies departments are meeting client standards and expectations during the implementation timeline 
• Coordinates the client initial introductions with Northern Lights Distributors, Northern Lights Compliance, Blu Giant and other Northstar companies as needed 
• Coordinates the client initial introductions with custodian banks, and brokers (trading partners) 
• Manages the initial establishment and onboarding of broker/dealer relationships and access to Fund Platforms for new fund implementations 
CUSTODIAN ONBOARDING 
• Manages the initial establishment and onboarding of broker/dealer relationships and access to Fund Platforms for new fund implementations (Schwab, TD Ameritrade, Fidelity and Pershing) 
• Primary contact and liaison for existing fund family fund additions, fund changes, escalations at primary custodians 
SPECIAL PROJECTS 
• Acts as Project Lead and assists all Gemini Companies departments with advisor initiated projects as noted but not limited to fund closures, custody changes, mergers and reorganizations 
• Follows-up with all Gemini Companies departments to ensure project tasks are carried out in a timely manner 
PROBLEM RESOLUTION/ADMINISTRATIVE DUTIES 
• Resolves client issues or problems by identifying the issues, understanding interests, listing possible solutions, and selecting the best option for resolution throughout the project 
• Coordinates and maintains weekly updates with outside law firms (i.e. timeline, filings, comments and board meetings) 
• Maintains all project implementation plans in Salesforce and provides reporting to management 
• Acts as a point of contact for all escalated issues that may arise during implementation, report significant issues to senior management as needed 
• Documents all activities accurately and consistently

May perform other duties as required and assigned.

WORKING RELATIONSHIPS & CONTACTS 
• Daily contact with clients regarding matters pertinent to implementations 
• Regular contact with internal teams; Fund Administration, internal and external Legal, Fund Accounting, Transfer Agent and Strategic Relationship Management teams regarding general communication, problem resolution and process improvement for fund implementation and conversions 
• Regular contact with internal departments and external vendors/relations regarding meeting client’s needs

KNOWLEDGE/SKILLS/ABILITIES: 
• Excellent project management skills 
• Knowledge of Mutual Funds, Industry, and quality client service deliverables 
• Knowledge and understanding of project management concepts and discipline 
• Knowledge and understanding of Salesforce CRM 
• Ability to exercise appropriate judgement, reasoning and decision-making 
• Ability to trouble-shoot issues 
• Ability to multi-task while maintaining careful attention to detail 
• Excellent written, listening and verbal communication skills 
• Effective problem solving and organizational skills 
• Ability to work effectively both individually and within a team environment 
• Ability to work with a sense of urgency to meet deadlines and address competing priorities 
• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook

EDUCATION:* 
• Minimum of a Bachelor's degree in Business Administration or related field required
• Series 7 license preferred

EXPERIENCE:* 
• Minimum of 1 year of implementation management experience required 
• Minimum of 2 years of experience in an Advisor Services/client service position 
• Minimum of 3-5 years of experience in customer service, relationship management and/or operational support required 
• Experience working within Financial Services industry preferred 
*Equivalent education and experience will be considered

CONFORMANCE STATEMENT: 
The statements in this document are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties and responsibilities.

WORKING CONDITIONS/EQUIPMENT/SAFETY: 
Normally works in a general office environment with the use of computer, printer, telephone, copier, fax, and calculator. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise, dust, etc.

Travel is approximately 10% annually.

Job Details

Date Posted October 11, 2017
Date Closes November 10, 2017
Address 17605 Wright St.
Located In Omaha, NE
Job Type Full-time Employee
SOC Category 13-2099.00 Financial Specialists, All Other
Zipcode 68130
Name Human Resources
Address 17605 Wright Street
City, State and Zip Omaha, NE 68130
Location