Fund Service Director

Role Overview

Serve as the primary point of contact for clients, fund administrators, and third parties, collaborating with internal teams to facilitate a successful onboarding and ongoing experience of a registered fund. Manage workflows, communicate with custodians, and project manage new integrations.

What You Will Do

Field client servicing questions, manage workflows, speak with custodians, liaise between teams, develop new products, project manage integrations, and communicate relationship statuses.

Why It Might Be a Fit

This role requires a team player with strong work ethic, high integrity, and desire to learn, with 7-10 years of experience in the financial services industry, specifically with registered funds, custodial, transfer agent, and fund admin relationships.

Requirements

• 7-10 years of work experience in the financial services industry
• Strong understanding and experience with Registered funds (private equity, private credit or real assets), custodial, transfer agent and fund admin relationships
• Team player with a strong work ethic, high integrity, and desire to learn
• Organized and motivated, able to work independently
• Strong communication and interpersonal skills
• Familiarity working with international teams and across cultures