12 дней назад
Senior Director, Investor Services (Fintech)
135 000 - 240 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Director, Investor Services (Fintech): Leading investor services operations for complex fund structures with an accent on client satisfaction, regulatory compliance, and operational efficiency. Focus on overseeing onboarding, capital calls, distributions, transfers, and redemptions, managing large teams, and driving automation across AML/KYC, FATCA, and CRS-controlled processes.
Location: Hybrid role based in New York, NY; Union, NJ; Windsor, CT; or Dallas, TX
Salary: $135,000–$240,000 USD base salary annually, depending on location, experience, education, skills, and performance. Annual discretionary bonus and/or equity awards may also be available.
Company
provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise.
What you will do
- Lead investor services operations for a portfolio of complex fund structures.
- Develop strategic initiatives to improve investor services offerings and operational processes.
- Oversee investor onboarding, capital calls, distributions, transfers, and redemptions.
- Manage and mentor investor services professionals while developing a high-performing team.
- Maintain key client relationships, lead presentations and due diligence meetings, and resolve complex inquiries.
- Partner with fund accounting, legal, compliance, and technology teams to deliver integrated solutions and improve operational efficiency through automation.
Requirements
- Bachelor’s degree in Finance, Business Administration, Accounting, or a related field; an MBA or equivalent advanced degree is preferred.
- 10–15 years of progressive investor services experience in the financial services industry, preferably involving alternative investments such as private equity or hedge funds.
- Leadership experience managing large teams and developing talent.
- Extensive knowledge of investor services operations and AML, KYC, FATCA, and CRS requirements.
- Strong client relationship, communication, presentation, analytical, and problem-solving skills.
- Experience with investor services software and platforms, fund structures, legal documents, and financial reporting.
Nice to have
- MBA or equivalent advanced degree.
- Experience with alternative investments, including private equity or hedge funds.
Culture & Benefits
- Work with financial services and technology experts in large-scale enterprise environments.
- Medical, dental, and vision coverage.
- 401(k) plan with company match.
- Paid time off, holidays, and parental leave.
- Professional development reimbursement opportunities.
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