Manager, Fund Administration – Investor Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead, mentor, and cultivate a team of Investor Services Associates and Assistant Managers.

• Take ownership of team-level performance metrics, encompassing SLA adherence, quality, and customer satisfaction.

• Act as a senior escalation point for intricate or high-priority customer concerns and collaborate with internal teams to facilitate resolution.

• Oversee capacity planning, workload prioritization, and resource allocation within the team.

• Advocate for process enhancement, automation, and operational control initiatives; identify opportunities for product improvement to leadership.

• Design and implement training plans for both new and current team members.

• Establish trusted, advisory-level relationships with customer leadership across the client portfolio.

• Collaborate with Product, Sales, and Operations to ensure Investor Services priorities align with broader organizational objectives.

• Provide reports on team health, performance trends, and service risks to senior leadership.

• Actively seek out new service opportunities and convert them into operational proposals.

⛳️ Requirements

• 6-10+ years of experience in fund administration, investor services, or a similar financial services position.

• 2+ years of experience in people management with a proven record of developing high-performing teams.

• Extensive knowledge of investor services operations and the private markets landscape.

• Strong analytical skills with a background in utilizing data to manage team performance and inform decision-making.

• Exceptional communication skills, including experience in presenting to and influencing senior stakeholders.

• Demonstrated ability to manage cross-functional relationships and unite teams around common objectives.

• Highly organized and detail-oriented; capable of handling competing priorities in a fast-paced setting.

• Proven experience in leading process improvement efforts and driving large-scale operational change.

🏝️ Benefits

• Competitive salary and significant equity

• Health, dental, and vision coverage for you and your family

• Flex Time Off in addition to company-paid holidays

• Generous policies for paid family leave, medical leave, and bereavement leave

• 401k retirement savings plan

• Healthcare FSA and commuter benefits programs

• Flexibility to customize your work and technology setup according to your preferences

• Professional development stipend

• Monthly wellness stipend for remote work while we are all working from home

• Mental wellness coverage, including live coaching and therapy sessions