Investor Servicing & Onboarding (Alternatives Client Services) - Vice President

Skills

About the Role

You will manage regulatory and tax-reporting requirements, improve client-data platforms, and create a future-state roadmap. You will partner on digital subscription documentation, lead onboarding implementation and testing, and define efficient AML and KYC workflows with transfer agents and internal stakeholders.

Requirements

• Significant experience in operations or client service involving alternative private funds.
• Experience leading cross-functional initiatives to mitigate risk, improve efficiency, and strengthen client service.
• Ability to organize, interpret, and analyze investor and portfolio data.
• People-management experience.
• Written and verbal communication skills.
• Attention to detail, organizational discipline, and ownership of timely, accurate work.
• Judgment in identifying issues, coordinating solutions, and escalating risks.

Responsibilities

• Serve as a subject matter expert for global tax and regulatory reporting requirements.
• Research, evaluate, and implement regulatory-reporting changes.
• Assess client-data platforms and develop a future-state roadmap.
• Develop standardized subscription documentation for digital investor onboarding.
• Lead project management, integration testing, and implementation for digital onboarding.
• Define investor-onboarding and AML and KYC review workflows with transfer agents and stakeholders.

Benefits

• Retirement investment and financial-planning tools
• Education reimbursement
• Physical-health resources
• Emotional-well-being resources
• Family support programs
• Flexible Time Off