Director, Investor Services US Wealth
Core
Lead the design, execution, and evolution of the servicing model for the U.S. Wealth platform, focusing on alternative investment solutions and supporting financial advisors, investors, and intermediary partners.
Role type
Director, Investor Services (Private Wealth)
Builds
Scalable servicing experience and operational frameworks for alternative investment products
Domain
Private Wealth / Alternative Investments / Investor Operations
Required skills
Investor servicing expertise, Operational leadership, Advisor & client experience focus, Collaboration & influence, Management, Technology & process orientation, Strategic execution
Preferred skills
Experience with wirehouses, RIAs, private banks, and broker-dealers, Knowledge of onboarding, suitability, subscription/redemption processing, and transfer agency coordination
Technologies
CRM systems, investor platforms, reporting tools
Responsibilities
Lead the investor services function supporting advisors, investors, and intermediary partners; Define and scale a high-quality servicing model including service standards and SLAs; Own and manage a KPI-driven servicing model; Serve as the senior escalation point for complex onboarding and servicing inquiries; Oversee the end-to-end investor lifecycle including onboarding, AML/KYC, subscriptions, redemptions, and transfers; Partner with Distribution and National Accounts to support platform onboarding and integration; Drive operational efficiency through workflow optimization and automation; Lead cross-functional coordination for product launches and platform expansion
Seniority
Director, strategic leadership with hands-on operational oversight