Director, Investor Services US Wealth
Core
Design, execute, and evolve 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 (US Wealth)
Builds
Scalable servicing experience and operational frameworks for alternative investments
Domain
Private Wealth / Alternative Investments
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 onboarding and transfer agency coordination
Technologies
CRM systems, investor platforms, reporting tools
Responsibilities
Lead the investor services function, define and scale servicing models, manage KPI-driven performance, serve as senior escalation point, oversee end-to-end investor lifecycle, partner with distribution and national accounts, drive operational efficiency through automation
Seniority
Director, strategic & tactical leadership