Investor Service

Position Summary

A leading global financial services organization is looking to hire a Investor Services to lead a strategically important global investor operations and servicing function.

The successful candidate will work closely with senior leadership and play a key role in supporting the organization's growth agenda, strengthening global operating capabilities, and building a high-performing leadership organization.

Key Responsibilities

Strategic Leadership

• Define and execute the strategy for a large-scale global investor operations function.
• Lead operations across multiple locations, teams, and service lines.
• Build scalable operating models and infrastructure to support continued business and client growth.
• Drive operating model transformation, process improvement, automation, and efficiency initiatives.
• Partner with executive leadership on strategic priorities and organizational growth.
• Establish strong governance, performance management, and service delivery frameworks.

Client & Stakeholder Leadership

• Act as a senior relationship owner for strategic clients and key stakeholders.
• Build trusted partnerships with sophisticated investment firms, institutional clients, and senior internal stakeholders.
• Ensure high-quality service delivery and consistent achievement of service standards and operational commitments.
• Lead complex client onboarding, transitions, migrations, and operational change initiatives.
• Manage senior-level escalations and strengthen long-term client relationships and retention.

Global Operations & Service Delivery

• Oversee investor onboarding, due diligence, account and record maintenance, transaction processing, and investor-related operational activities.
• Ensure timely, accurate, and high-quality delivery across global teams.
• Drive consistency and standardization across processes, locations, and service lines.
• Establish and strengthen quality assurance, operational governance, and control frameworks.
• Ensure operational infrastructure can scale effectively with client and business growth.

Risk, Governance & Compliance

• Strengthen operational controls, governance, and risk management frameworks.
• Partner closely with Compliance, Legal, Risk, and Audit teams.
• Ensure appropriate oversight of due diligence, documentation, controls, and operational processes.
• Proactively identify operational and business risks and implement appropriate mitigation strategies.
• Support internal and external audits, client reviews, and regulatory initiatives.

Talent & People Leadership

• Build, lead, mentor, and develop high-performing leadership teams.
• Create a culture of accountability, ownership, client centricity, innovation, and continuous improvement.
• Drive succession planning, leadership development, and capability building.
• Establish clear performance expectations and accountability frameworks.
• Develop future leaders and build organizational capability to support long-term growth.

Technology & Transformation

• Champion digital transformation and modernization of global operations.
• Drive automation and technology-enabled process improvements.
• Partner with Technology and Product teams to improve operational platforms and client experience.
• Leverage data, analytics, and management information to improve decision-making and service quality.
• Identify opportunities to improve scalability, reduce manual dependency, and enhance operational efficiency.

Ideal Candidate Profile

We are looking for a senior financial services leader with:

• Significant experience leading large-scale global operations within financial services.
• Strong exposure to investor operations, fund services, alternative investments, or complex financial operations.
• Experience leading multi-location and geographically distributed teams.
• Demonstrated success in managing senior clients and executive stakeholders.
• Strong understanding of operational risk, governance, controls, and regulated environments.
• Experience building scalable operating models and leading business transformation.
• Strong people leadership and a proven ability to build and develop senior leadership teams.
• Experience driving automation, technology adoption, and operational transformation.

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