Sr Manager, Fund Administration

Position Summary: 
The Senior Manager, Fund Administration, leads the Fund Administration team, which opens donor-advised funds and processes investment account paperwork. The role contributes to the team strategy, manages staffing and capacity (including temporary staff during Giving Season), and serves as the primary point of contact for firms and custodians on new account matters. This individual drives process improvement and automation, uses data to measure performance and inform leadership decisions, and ensures a best-in-class client experience.

Responsibilities: 

Team Leadership and Staffing

• Contributes to a 3-year functional strategy for the Fund Administration team, including roles, responsibilities, and project expectations. Communicates objectives, performance expectations, and strategy to each team member, and tracks progress to ensure timely completion.
• Owns hiring and capacity planning. Supervises and coaches team members, including temporary staff, reallocates workload as volume and priorities shift, and manages staffing and coverage against turnaround times. Recommends staffing additions or changes to meet objectives.
• Onboards new team members and delivers foundational Fund Administration training. Revises Salesforce SOPs, co-fac