Manager, Fund Administration – Investor Services

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Responsibilities

  • Lead, coach, and develop a team of Investor Services Associates and Assistant Managers.
  • Own team-level performance metrics including SLA adherence, quality, and customer satisfaction.
  • Serve as a senior escalation point for complex or high-priority customer issues and partner across internal teams to drive resolution.
  • Manage capacity planning, workload prioritization, and resource allocation across the team.
  • Champion process improvement, automation, and operational controls initiatives; surface product enhancement opportunities to leadership.
  • Develop and execute training plans for new and existing team members.
  • Build trusted, advisory-level relationships with customer leadership across the book of business.
  • Partner with Product, Sales, and Operations to align Investor Services priorities with broader company objectives.
  • Report on team health, performance trends, and service risks to senior leadership.
  • Proactively identify new service opportunities and translate them into operational proposals.

Requirements

  • 6-10+ years of experience in fund administration, investor services, or a related financial services role.
  • 2+ years of people management experience with a track record of building high-performing teams.
  • Deep knowledge of investor services operations and the private markets landscape.
  • Strong analytical skills with experience using data to manage team performance and drive decisions.
  • Excellent communication skills, including experience presenting to and influencing senior stakeholders.
  • Proven ability to manage cross-functional relationships and align teams around shared goals.
  • Highly organized and detail-oriented; able to manage competing priorities in a fast-paced environment.
  • Experience leading process improvement initiatives and driving operational change at scale.

Benefits

  • Competitive salary and meaningful equity
  • Health, dental, and vision care for you and your family
  • Flex Time Off in addition to company paid holidays
  • Generous paid family leave, medical leave, and bereavement leave policies
  • 401k retirement savings plan
  • Healthcare FSA and commuter benefits programs
  • Freedom to customize your work and technology setup as you see fit
  • Professional development stipend
  • Monthly work from home wellness stipend while we're all remote
  • Mental wellness coverage including live coaching and therapy sessions

Job type

Full Time

Experience level

Mid levelSenior

Salary

$95,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

RemoteUnited States

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