Vice President (or Assistant Vice President), Investor Communications

Position Responsibilities

• Managing a team of 7 employees who are dedicated to supporting investor onboarding, incoming / outgoing wire reconciliation and data maintenance across all product offerings
• Overseeing new investor subscriptions processing, routine account maintenance and transfers of interest and ensuring the team is meeting Service Level Agreements (SLAs)
• Focusing on growth and development, capacity planning, driving priorities, issue resolution and overall team needs
• Liaising with internal departments including Fund Accounting, Treasury, Compliance and Investor Partners Group
• Collaborating daily with internal teams and colleagues on routine and ad-hoc activity
• Overseeing day-to-day team management and acting as the primary escalation point for the Team Lead
• Facilitating collaboration with Technology Solutions Team to drive system enhancement initiatives, to increase efficiency and reduce risks
• Ad-hoc Investor Communications projects as needed

Candidate Requirements

• Bachelor’s degree required
• 10+ years of related experience, ideally at a transfer agent, custodian or prime brokerage with exposure to alternative investments
• Previous management and people development experience required with the ability to motivate team members, especially during periods of high investor volumes
• Client-facing financial services experience with operations exposure preferred
• Knowledge of Microsoft Dynamics CRM a plus
• Technical skills and financial background are a strong plus
• Meticulous attention to detail and accuracy
• Demonstrated ability to meet deliverables, learn quickly and escalate timely
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Industry Knowledge

• Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace
• Maintains awareness of industry trends and changes and recognizes their relevance and implications

Technical Communication and Documentation

• Documents and communicates technical processes and procedures in area of specialty to stakeholders
• Adapts the level of detail and specificity based on the needs of the intended audience

Innovative Mindset

• Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people

Compensation & Benefits

For Illinois Only: It is expected that the base salary range for this position will be $115,000 to $180,000 for a Vice President and $95,000 to $150,000 for an Assistant Vice President. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered.