Client Relations Manager

Updated:January 20 2026

Title:Client Relations Manager

Staff Group:Finance Investment Office

Reports To:Senior Investment Officer

Location:Boston Massachusetts (hybrid)

Job Category:Program Specialist II

Hours/Week:35

* Location is open in the continental United States. You should have easy access to a major airport due to the travel requirements of this position.

*Occasional early-evening webinars or committee sessions and travel for client or prospect meetings conferences or Investment Committee meetings and UUA General Assemblies.

Purpose

The Client Relations Manager is the primary relationship lead for organizations investing in the Unitarian Universalist Common Endowment Fund (UUCEF) and for congregations participating in the UUA Loan Programs. The role combines high-touch client service clear investor communications and precise execution of subscriptions withdrawals and reporting. You will partner closely with Finance/Operations Legal the investment consultant custodian and external managers and providers to deliver a best-in-class experience to investors and program participants.

Principal Responsibilities

• Serve as the primary point of contact for current and prospective investors to the UUCEF and current or prospective participants in the UUAs Congregational Loan Programs; respond to inquiries and proactively resolve account issues.
• Manage investor and loan participant onboarding and lifecycle transactions (new accounts additions/withdrawals transfers distribution changes authorized-signer updates stock gifts).
• Maintain accurate CRM and account records (e.g. contacts permissions banking instructions) and coordinate approvals for disbursements.
• Prepare maintain and distribute offering subscription and loan documents as relevant (e.g. Investment Information Memorandum Operating Agreement Subscription Agreement Loan Program Terms and Agreement) in collaboration with counsel; coordinate annual updates and disclosures.
• Educate on UUCEF and UUA Loan Programs structures policies online access and reporting; provide welcome materials and step-by-step guides.
• Provide business development support for growing the number of investors participating in the UUCEF and its future variants and lead outreach and communications for prospective UU congregational participants in the UUA Loan Programs.

• Coordinate quarterly UUCEF investor communications: compile performance highlights and commentary schedule webinars/briefings with Investment leadership distribute materials and post recordings/resources to .
• Produce ad-hoc UUCEF reports (holdings snapshots values-aligned exposure summaries fee/expense explanations) and maintain a content release calendar.
• Ensure all UUCEF and Loan materials are presented clearly and consistently (e.g. gross/net benchmark definitions rate descriptions methodology notes).
• Interface with the consultant custodian loan provider and reporting vendors to ensure data quality and timely delivery of investor and loan reporting.
• Support Investment Committee: periodic reporting on UUCEF investor trends and feedback address ad-hoc questions on investors and act as voice of the investor to the Committee. Provide internal reporting and metrics on the Loan programs for oversight use by senior management.
• Publish investor relevant Values Investing updates (e.g. shareholder engagement fossil-free/climate-aligned activities) and answer values-related investor questions.

Qualifications

This is an exempt position with a salary midpoint of $65700. Compensation may vary based on factors such as experience qualifications and geographical location with offers potentially ranging from 10-15% higher or lower than the midpoint. Note that qualifications may be met as a result of lived experience volunteer work professional experience and/or formal or informal training. Requirements include:

• Bachelors degree or equivalent experience; 47 years in investor relations asset-management client service endowment/foundation operations or related field.
• Experience with a faith-based organizational financial structure
• Boston location preferred for access to Headquarters
• Demonstrated fluency with endowment operations custody/manager portals and subscription/withdrawal workflows.
• Excellent written and verbal communication skills; able to translate technical content for diverse audiences.
• Strong organizational rigor and attention to detail; comfort handling confidential information.
• Proficiency with Excel CRM or investor portals and document-management tools; familiarity with investment asset allocation and performance/benchmark concepts (gross policy/index).
• Commitment to values-aligned investing and the UUAs mission.
• Experience or exposure to congregational governance and finance is a plus.
• Understanding of issues around anti-racism anti-oppression and multiculturalism
• Work or lived experience with BIPOC communities is of particular value
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority

Key Competencies

How to Apply

People with disabilities people of color indigenous people Hispanic/Latinx and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role but are unsure whether you meet 100% of the requirements we encourage you to inquire and/or apply. Please submit your resume and cover letter via our applicant portal (ADP WorkforceNow) on If you have any questions please reach out to

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Bostons waterfront Fort Point Innovation District. Our faith community of more than 1000 self-governing congregations brings to the world a vision of religious freedom tolerance and social justice. Our normal workweek is 35 hours we pay 80% contribution towards health insurance premiums 10% towards retirement (after one year) and have generous paid time-off policies. We are a great place to work and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact the Department of Human Resources at For more information on the UUA visit us online at and .

Support for the Mission and Values of the Association

The Unitarian Universalist Association is a progressive and historic religious denomination. All UUA staff members are expected to perform their job duties in accordance with the UUAs values principles and mission. Unitarian Universalism puts love at the center of our commitments which embrace the Shared Values of justice equity transformation interdependence pluralism and generosity. The following points drawn from these Shared Values are of particular importance for the UUAs work environment and staff culture:

• Pluralism and generosity: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued.
• Justice and equity: We speak openly and publicly of our support for social and political issues including LGBTQ equity racial justice climate justice gender equity and reproductive justice.
• Interdependence and transformation: We recognize that the liberation of all people is interwoven and we work to counter patriarchy white supremacy colonialism homophobia transphobia environmental exploitation and other interrelated systems of marginalization.