10 дней назад
Director, Investor Services US Wealth (Alternative Investments)
120 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Investor Services US Wealth (Alternative Investments): Building and scaling investor servicing operations for a U.S. wealth platform supporting alternative investment solutions with an accent on investor lifecycle management, service standards, and operational scalability. Focus on designing KPI-driven servicing models, optimizing onboarding and transaction workflows, and leading cross-functional execution across advisors, investors, intermediaries, and service providers.
Location: Boston, MA, United States; hybrid schedule with office attendance four days per week and remote work one day per week.
Base salary: USD 120,000–225,000 per year, plus potential variable compensation and benefits.
Company
provides investment management solutions across global capital markets for institutional and wealth management clients.
What you will do
- Lead investor services for advisors, investors, and intermediary partners across alternative and traditional investment products.
- Design and scale the servicing operating model, including service standards, SLAs, escalation protocols, ownership, and handoffs.
- Manage KPI-driven performance across responsiveness, issue resolution, platform activation, advisor experience, and operational throughput.
- Oversee the investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting.
- Improve efficiency through workflow optimization, automation, CRM, investor platforms, and reporting tools.
- Coordinate with Distribution, Product, Fund Operations, Technology, Legal, Compliance, Marketing, and external service providers on launches, platform expansion, and new distribution relationships.
Requirements
- 10–15+ years of experience in investor services, private wealth servicing, alternatives operations, or wealth platform infrastructure.
- Deep knowledge of alternative and traditional products, investor lifecycle servicing, and wealth platform operations, including evergreen and semi-liquid structures.
- Experience supporting alternative investment products within the U.S. Wealth channel and working with wirehouses, RIAs, private banks, broker-dealers, custodians, and transfer agents.
- Experience with onboarding, suitability, subscription and redemption processing, transfer agency coordination, and platform servicing.
- Proven ability to build and scale servicing models, improve workflows, manage KPIs, and lead cross-functional initiatives.
- Experience leading, developing, and coaching Analysts and Managers, with strong communication, problem-solving, and stakeholder management skills.
Culture & Benefits
- Private partnership structure with a long-term client-focused perspective.
- Flexible hybrid work environment with four office days and one remote day per week.
- Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
- Life and disability insurance, employee assistance, adoption assistance, backup childcare, and commuter program.
- Tuition and CFA reimbursement, paid holidays, sick time, vacation time, and potential corporate bonus or incentives.
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