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Executive Director - Investor Relations - Transfer Agency

Veterans Sourcing Group
Brooklyn, NY Full Time
POSTED ON 12/10/2025 CLOSED ON 2/9/2026

What are the responsibilities and job description for the Executive Director - Investor Relations - Transfer Agency position at Veterans Sourcing Group?

A global financial services company is seeking an Executive Director – Investor Relations – Transfer Agency for their office in Brooklyn, NY. Key ResponsibilitiesProvide strategic direction and leadership for the IR team, ensuring alignment with Alternative Investment Services and Investment Banking business objectives.Serve as the senior escalation point for complex client and investor matters, demonstrating deep expertise and sound judgment in resolving issues.Build and maintain strong relationships with senior client stakeholders, investors, and internal partners across Alternative Investment Services and the broader bank organization.Oversee and enhance the end-to-end investor relations operating model, driving innovation, process optimization, and risk mitigation.Lead large-scale change initiatives, including systems implementations, data migrations, and re-engineering projects, ensuring successful delivery and adoption.Champion a culture of client service excellence, continuous improvement, and operational rigor.Oversee the execution of regulatory and compliance requirements, ensuring robust controls and adherence to global standards.Drive the adoption and evolution of the “follow-the-sun” service model, ensuring seamless global service delivery.Lead the identification and remediation of risk areas, partnering with control functions and senior management.Develop and mentor senior leaders and high-potential talent within the IR team, fostering a culture of growth and accountability.Oversee the production and analysis of MIS/KPIs, using data-driven insights to inform strategy and decision-making.Represent IR in senior forums, cross-functional initiatives, and with external stakeholders as required.Ensure excellence in the documentation and governance of processes and procedures.Perform other strategic duties as assigned by Alternative Investment Services and Investment Banking senior management. QualificationsExtensive experience in the alternative investment servicing industry, with deep expertise in investor relations, regulatory practices, and operations.Demonstrated track record of strategic leadership, managing large teams, and delivering complex change initiatives in a matrixed environment.Strong technical knowledge of hedge funds, asset classes, and fund structures, with a comprehensive understanding of industry products and trends.Proven ability to build and manage senior client relationships and influence at the executive level.Deep understanding of the regulatory framework and risk management practices relevant to the industry.Exceptional communication and presentation skills, with experience engaging senior internal and external stakeholders.Strong analytical, decision-making, and problem-solving skills, with a focus on data-driven outcomes.Bachelor’s degree required; advanced degree or relevant professional qualification preferred. Technical SkillsAdvanced proficiency in Microsoft Office Suite (Word, Excel, Access, Visio, Outlook).Experience with SQL and project management software (e.g., MS Project) is advantageous.Strong knowledge of Hedge Fund Accounting/Investor Relations systems. CompetenciesStrategic Leadership: Sets vision and direction, inspires teams, and drives organizational objectives.Change Management: Leads transformation initiatives, manages ambiguity, and drives adoption.Client Focus: Champions client needs and delivers exceptional service.Risk and Control: Maintains a strong control environment and ensures regulatory compliance.Collaboration: Builds effective partnerships across functions and geographies.Innovation: Drives continuous improvement and fosters a culture of innovation.Talent Development: Develops and mentors senior leaders and high-potential talent.Global Mindset: Navigates and leads across diverse cultures and markets.

Salary : $100 - $140

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