Manager, Fund Administration – Investor Services

This is a fully remote position, open to applicants in United States, +2 more states.

📋 Description

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

• Take ownership of team-level performance metrics such as SLA compliance, quality, and customer satisfaction.

• Act as a senior escalation point for intricate or high-priority customer concerns, collaborating with internal teams to ensure resolution.

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

• Advocate for process enhancements, automation, and operational controls initiatives; identify product improvement opportunities to share with leadership.

• Design and implement training programs for both new and existing team members.

• Establish trusted, advisory relationships with customer leadership across the business portfolio.

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

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

• Proactively discover new service opportunities and convert them into operational proposals.

⛳️ Requirements

• 6-10+ years of experience in fund administration, investor services, or a related role within financial services.

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

• Comprehensive understanding of investor services operations and the private markets landscape.

• Strong analytical abilities with a background in utilizing data to manage team performance and inform decisions.

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

• Demonstrated capability in managing cross-functional relationships and aligning teams around common objectives.

• Highly organized and detail-oriented; adept at managing multiple priorities in a fast-paced setting.

• Experience in leading process improvement initiatives and executing operational changes at scale.

🏝️ Benefits

• Competitive salary and substantial equity.

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

• Flex Time Off in addition to company-paid holidays.

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

• 401k retirement savings plan.

• Healthcare FSA and commuter benefits programs.

• Freedom to customize your work environment and technology setup as you prefer.

• Professional development stipend.

• Monthly work-from-home wellness stipend while operating remotely.

• Mental wellness coverage, including live coaching and therapy sessions.