Vice President leading Pinnacle Fund Services’ private equity fund administration platform. Driving client relationships, operational excellence, profitability, and multi-level team development in Toronto.
Responsibilities
Execute the strategic plan for the Private Equity division, driving profitability, client satisfaction, operational excellence, and long-term growth
Lead KPI reviews and divisional performance management, using data and business insight to support clear priorities and sustained improvement
Support firmwide transformation, operating standards, continuous improvement, and scalability initiatives
Lead Private Equity service delivery teams across locations, ensuring timeliness, quality, consistency, and high standards across accounting, reporting, valuations, and client deliverables
Improve client allocation methodologies, workforce planning, utilization, and capacity management
Standardize operating practices, workflow disciplines, onboarding routines, and readiness for audits and client due diligence
Own divisional profitability and operating performance, including utilization, realization, staffing levels, margins, and client profitability
Guide resource strategy, resource allocation, and client profitability
Serve as executive relationship lead for strategic Private Equity clients, focusing on retention, service quality, and growth
Oversee action points from client reviews and lead resolution of complex client issues
Lead and develop AVPs, Senior Managers, Managers, and future leaders
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