4 дня назад
Strategic Partnerships Lead (Transfer Agency)
160 000 - 180 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Strategic Partnerships Lead (Transfer Agency): Building and scaling the transfer-agent participant base for Altic, InvestCloud’s digital execution network for private markets, with an accent on market coverage, commercial structuring, and partner lifecycle ownership. Focus on prioritizing US transfer agents, negotiating standardized agreements, managing integration handoffs, and coordinating with Legal, Product, Engineering, and PMN leadership.
Location: US Anywhere Remote; United States. Office locations are listed in New York, New York, and Warren Township, New Jersey.
Salary: $160,000–$180,000 per year, adjusted based on geographic location, experience, skills, and internal equity.
Company
is a wealth technology company delivering digital wealth management, financial planning, data, and portfolio-management solutions for wealth and asset managers, banks, wirehouses, RIAs, and insurers.
What you will do
- Build and own the transfer-agent side of Altic, ’s rules-based digital execution network for private markets.
- Systematically cover the US transfer-agent market, score prospective partners, and maintain current market prioritization.
- Lead commercial discussions end to end, including pricing, deal structure, service commitments, contract negotiations, and signature.
- Own transfer-agent relationships from initial contact through renewals, including operational performance and escalations.
- Represent partner requirements in the product roadmap and manage the handoff from signed agreement to Product and Engineering integration.
- Use AI-native research and market-scanning tools to support continuous diligence and network development.
Requirements
- 7–10 years of experience in commercial partnerships, business development, or strategic relationship management in financial services.
- Demonstrated experience sourcing, negotiating, and closing agreements with large financial-services counterparties.
- Direct experience in US asset management or fund operations, including exposure to transfer agency.
- Experience structuring pricing and running contract negotiations directly alongside Legal.
- Ability to work remotely from the United States.
Nice to have
- Existing relationships with US transfer-agent firms.
- Knowledge of registered semi-liquid fund structures, including interval funds, tender-offer funds, and non-traded BDCs.
- Experience managing long-term commercial and operational relationships with financial-services firms.
- Experience using AI and modern research tools in commercial work.
- Experience in a network, platform, or infrastructure business with standardized commercial terms, or as an early/founding commercial hire.
Culture & Benefits
- Work in a small, AI-native team that automates its own work.
- Medical/Rx, dental, vision, disability, and life/AD&D insurance plans.
- Flexible Savings Account, Health Savings Account, Employee Assistance Plan, and health advocacy.
- 401(k) retirement savings plan with company match.
- Paid time off and additional voluntary insurance plans.
- Values include client connection, human-centered work, technology focus, respect, integrity, and excellence.
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