Relationship Manager - 3rd Party Administrator (Mid-west Territory) at DFIN

| Chicago
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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. 

Job Description

The Relationship Manager is a professional level position that requires the ability to work both independently and as part of a team.
This role is responsible for maintaining and enhancing relationships with Mutual Fund Administrators (TPAs), ensuring client satisfaction through implementation of multi-year strategies, periodic client meetings and discussions covering service levels, system utilization, client retention, product offerings, economics, and KPIs.
Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our TPA clients can focus on growing their assets under administration.

The ideal candidate should have a minimum of five years of related relationship management or Fund Administration experience; possess strong verbal and written communications skills, knowledge of the mutual fund servicing industry and competitive environment.

  • Partners closely with sales and will participate in sales presentations
  • Conduct monthly client risk assessments measuring client satisfaction levels for each product offered by DFIN.
  • Proactively make recommendations to clients to maintain and increase service levels offered by DFIN.
  • Maximizing client retention and expanding DFINs' product development and services.
  • Research client's products and existing services to identify sales opportunities. Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests.
  • Partner with the client in creating a multi year vision and strategy
  • 5 or more years of related relationship management or fund administration 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 impacts the mutual fund industry
  • Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities while working to ensure ongoing client satisfaction
  • Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities
  • Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail
Desired Skills
  • 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 accommodation by sending an email to [email protected]#TalentknowsTalent

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • SAP HANADatabases
    • TeradataDatabases


Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.

An Insider's view of DFIN

What’s the vibe like in the office?

I am working among an extremely smart group of people, of which I have created great friendships with. During lunch break we play board games and have interesting technical and financial discussions. It’s exciting to wake up and go to work knowing that I’ll be collaborating with some of the best colleagues I’ve had in my career.


Software Engineer

What projects are you most excited about?

In transforming and improving FinTech products, excitement comes from the challenge of knowing that the problems are complex, yet the solutions must be easy to use. When we start a new project, I can't wait to sink my teeth into understanding the problem space, talking to users, designing the solution, and seeing it through to release.


Principal Product Designer

What makes someone successful on your team?

A successful member of our team at DFIN is comfortable to work with or learn any part of the tech stack. They effectively communicate during meetings to help plan out our next projects as a team, and they ask other members of the team for support if they happen to get stuck while coding.


Associate Software Engineer

What are DFIN Perks + Benefits

Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
(Discuss our CTO?)
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company's diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 4 weeks of parental leave for the primary caretaker. Acme Co. also provides 4 weeks of leave for the secondary caretaker.
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
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