Executive Director – Alternative Funds Investor Relations

As Executive Director for Alternative Funds Investor Relations within Fund Services Operations, you will report to the Global Head of Transfer Agency Operations and lead end-to-end Investor Relations service delivery for Alternative Funds. You will be accountable for deal execution oversight, cash and settlement oversight, investor/client reporting, and query management.

You will lead a domestic team based in New York, ensuring timely, accurate, and well-controlled delivery while advancing a modern, scalable operating model. In close partnership with Product, Product Development, and Technology, you will execute the operating strategy, enhance the client experience, and drive continuous improvement—particularly through AI-enabled capabilities and automation.

Job Responsibilities:

• Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.
• Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled (including reporting packs, statements, notices, and data-driven deliverables as applicable).
• Lead daily operations across critical workflows, including dealing support, cash processes, settlement coordination, reconciliations/exception management, and investor query intake-to-resolution.
• Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.
• Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.
• Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).
• Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generation—while ensuring appropriate controls and measurable benefits.
• Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.
• Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.

Required Qualifications, Capabilities, and Skills:

• Proven senior leadership experience (7 years) running multi-location, high-volume operational teams (c. 30 – 60 headcount) with accountability for SLAs and risk outcomes.
• Strong domain expertise in fund services / transfer agency/ investor relations, with depth across alternatives operating models and investor/client servicing expectations.
• Demonstrated ability to execute complex change across operations, product, and technology—turning strategy into shipped improvements and measurable results.
• Excellent stakeholder management skills; ability to influence at senior levels and align cross-functional partners to outcomes.
• Strong command of operational risk and control disciplines (governance, issue management, remediation, audit/regulatory readiness).
• Data-driven operator: able to build performance transparency, diagnose root causes, and drive sustained improvements.

Required Qualifications, Capabilities, and Skills:

• Experience modernizing Investor Relations service delivery through workflow digitization, data standardization, and reporting/platform enhancements.
• Demonstrated delivery of AI-enabled operations improvements (e.g., intelligent case routing, exception analytics, automated client responses, document/report automation) with clear control frameworks.
• Experience supporting global alternatives products (e.g., private equity, private credit, real assets, hedge funds) and related lifecycle events.