13 часов назад
Director of Limited Partner Relations & Servicing
190 000 - 230 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Limited Partner Relations & Servicing (Investor Services): Building and leading the investor servicing function for 4,000+ investors across 150+ funds, covering onboarding, subscription documents, KYC coordination, custodian issues, and ongoing inquiries with an accent on team scaling, response times, accuracy, and investor satisfaction. Focus on designing scalable processes and systems, resolving complex investor escalations, tracking operational metrics, and partnering with Product, Legal, Finance, Engineering, and Relationship Management.
Location: Palo Alto, California, United States; on-site
Base salary: $190,000–$230,000 per year, plus equity; discretionary bonus may be available.
Company
operates an investment platform serving more than 4,000 investors across 150+ funds.
What you will do
- Build and lead the investor services team, including hiring, coaching, performance management, and team development.
- Own the investor lifecycle, including RIA onboarding, subscription document questions, KYC coordination, custodian issues, and ongoing inquiries.
- Handle or guide the resolution of complex and high-stakes investor escalations.
- Serve as the primary client servicing contact for ’s largest enterprise clients.
- Build scalable processes and systems to support growth from 4,000 to 8,000+ investors.
- Track response times, resolution rates, investor satisfaction, and team capacity while partnering with cross-functional teams.
Requirements
- 7+ years of experience in alternative asset management, private wealth management, or adjacent financial services.
- Experience working with RIAs, family offices, fund structures, subscription documents, custodians, and KYC processes.
- Proven experience managing and scaling teams through periods of growth.
- Strong operational judgment, responsiveness, attention to detail, and communication skills.
- Technical fluency with CRMs, operational tools, and basic data tracking.
Culture & Benefits
- Strong focus on client experience, fast response times, proactive service, and quality.
- Culture built around challenging conventions and continuous improvement.
- Respectful, intellectually curious debate and results-oriented decision-making.
- Medical, dental, and vision coverage.
- Responsible time off and 401(k).
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 дня назад
Director, Strategic Finance & Investor Relations
200 000 - 275 000$
4 дня назад
Director - Private Equity Fund Accounting
107 000 - 170 000$
6 дней назад
Director, Investor Relations
121 400 - 269 900$
22 часа назад
Senior Director - Collective Investment Fund Operations
135 000 - 145 000$
Nscale
2 дня назад
Director, Investor Relations (AI Infrastructure)
200 000 - 350 000$
4 дня назад
Managing Director - Private Equity Fund Accounting (Fund Administration)
180 000 - 210 000$