Vice President, Investor Relations

About the role

Brookfield Private Wealth is a dedicated business unit within Brookfield Asset Management, delivering the alternative investment expertise of Brookfield and Oaktree to private wealth investors through partnerships with financial advisors. The Investor Relations team serves as the primary bridge between internal and external partners, responsible for delivering an exceptional investor experience across the full lifecycle of Brookfield’s perpetual alternative investment solutions. The VP, Investor Relations – Perpetual Products will lead investor services initiatives for the firm’s perpetual product suite, supporting the continued growth of the Private Wealth platform while driving operational excellence and scalable processes.

Responsibilities

• Lead end-to-end investor servicing for the perpetual product suite, including non-traded REITs, BDCs, interval funds, and other evergreen private market strategies offered through the private wealth channel.
• Serve as a senior point of contact for wealth advisors, their clients, and internal stakeholders, managing escalations and resolving complex investor inquiries with professionalism and urgency.
• Own the development and continuous improvement of scalable, best-in-class investor servicing protocols, ensuring a consistent, high-quality experience across all perpetual product touchpoints.
• Partner cross-functionally with Distribution, Legal, Compliance, Fund Operations, and Technology teams to drive seamless execution across the investor lifecycle.
• Lead, mentor, and develop junior members of the Investor Services team, fostering a culture of accountability, intellectual rigor, and client-centricity.
• Oversee and manage relationships with third-party service providers, including transfer agents, fund administrators, custodians, and technology platforms.
• Direct and enhance investor communication processes including periodic NAV delivery and ad hoc investor reporting.
• Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability.
• Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products.
• Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions.

Qualifications

• 7–10 years of experience in investor servicing, investor relations, client service, fund operations, or private wealth management.
• Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, interval funds, or similar private wealth alternative products; experience with drawdown fund structures is an asset.
• CPA, CA, CFA, CAIA, or equivalent designation preferred.
• Experience working with private wealth distribution channels, financial intermediaries, registered investment advisors (RIAs), and wealth advisor platforms.
• Demonstrated experience leading, mentoring, or managing junior team members and driving cross-functional initiatives.
• Strong understanding of fund operations including NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements.
• Experience working with transfer agents and investor servicing platforms is an asset.
• Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment.
• Exceptional verbal and written communication skills, with the ability to present clearly and confidently to senior internal stakeholders and external clients.
• Highly organized and detail-oriented with a demonstrated track record of operating with precision under pressure while maintaining the highest standards of work product.
• Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation.
• Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield’s leadership attributes.

Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity and private credit with over $850 billion of assets under management.