Related skills
project management team leadership treasury investor reporting kyc/aml📋 Description
- Lead and train a remote team of investor services generalists.
- Handle escalations and improve customer satisfaction.
- Review staffing and project boards to ensure timely requests.
- Review team deliverables for accuracy.
- Identify process improvements and optimize procedures.
- Build systems to track team and customer data.
🎯 Requirements
- 4+ years of experience in investor services
- 1+ years of people management experience
- Experience with treasury, LP onboarding, KYC/AML, investor reporting, and K-1 delivery
- Detail oriented with strong project management skills
- Fluent in English with excellent communication abilities
- Experience training and coaching junior team members
🎁 Benefits
- Competitive salary and meaningful equity
- Health, dental, and vision care for you and your family
- Flex Time Off in addition to company paid holidays
- Generous paid family leave, medical leave, and bereavement leave policies
- 401k retirement savings plan
- Healthcare FSA and commuter benefits programs
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