Sr. Director, Limited Partner Relations & Servicing

Responsibilities

• Manage a team of investor services professionals, including hiring, coaching, and performance management
• Own the full investor lifecycle including onboarding, subscription documents, KYC coordination, and custodian issues
• Serve as the escalation point for complex or high-stakes investor situations
• Build scalable processes and systems to support growth from 4,000 to 8,000+ investors
• Track key metrics such as response times, resolution rates, and investor satisfaction
• Partner cross-functionally with Product, Legal, Finance, and Engineering to improve investor experience

Requirements

• 7+ years in alternative asset management, private wealth management, or adjacent financial services
• Proven experience managing and scaling teams through periods of growth
• Deep understanding of RIAs, family offices, fund structures, subscription documents, and KYC processes
• Operational mindset with the ability to identify and fix broken processes
• Technical fluency with CRMs and operational tools
• Strong judgment and professional communication skills

Benefits

• Medical, dental, and vision insurance
• Responsible time off (RTO)
• 401k
• Equity
• Discretionary performance-based bonus