Director, Investor Services US Wealth
Core
Lead the design, execution, and evolution of the servicing model for U.S. Wealth platform alternative investment solutions, supporting financial advisors, investors, and intermediary partners.
Role type
Director, Investor Services (US Wealth)
Builds
Scalable servicing experience and operational framework for alternative investments
Domain
Private Wealth / Alternative Investments / Investor Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Investor servicing expertise, operational leadership, advisor & client experience focus, collaboration & influence, management, technology & process orientation, strategic execution
Preferred skills
Experience with evergreen and semi-liquid structures, knowledge of wirehouses/RIAs/private banks/broker-dealers, ability to manage teams and cross-functional initiatives
Technologies
CRM systems, investor platforms, reporting tools
Responsibilities
Lead investor services function for advisors and partners, define and scale servicing model with SLAs and protocols, manage KPI-driven performance metrics, serve as senior escalation point for complex onboarding and servicing issues, oversee end-to-end investor lifecycle including onboarding and redemptions, partner with Distribution and National Accounts for platform integration, drive operational efficiency through workflow optimization and automation
Seniority
Director, strategic & tactical leadership