Related skills
communication compliance customer service onboarding treasury๐ Description
- Lead day-to-day Investor Services operations (onboarding, compliance, treasury).
- Serve as primary escalation point for client inquiries and requests.
- Manage client expectations with clear, proactive communication.
- Mentor and develop a high-performing, accountable team.
- Drive SLA performance and continuous process improvements.
๐ฏ Requirements
- 5+ years in Investor Services, Investor Relations, or Fund Administration.
- Strong understanding of the end-to-end investor lifecycle in private funds.
- Proven ability to lead, mentor, and manage client-facing teams.
- Excellent communication and client management skills.
- Client-centric mindset with practical, business-aligned solutions.
- Bachelor's degree required; professional certifications are a plus.
๐ Benefits
- Competitive compensation and meaningful equity.
- Health, dental, and vision coverage.
- Unlimited vacation and paid holidays.
- Generous family, medical, and bereavement leave.
- 401k retirement plan and healthcare FSA.
- Remote-work stipend and mental wellness coverage.
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