Head of Investor Services - Sydney

Only for registered members Sydney, Australia

3 days ago

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Job summary

This is a pivotal senior leadership role offering the opportunity to shape investor experience platform strategy and operational excellence across multiple funds You will influence fund launch initiatives mentor a small team and directly impact client satisfaction and platform adoption

Responsibilities

  • Own the end-to-end investor experience post-investment ensuring high-quality servicing accurate reporting and trusted relationships with clients advisers and platforms
  • Support new fund launches and platform growth including model portfolios managed accounts and co-investment opportunities
  • Manage deepen relationships with major investment platforms including onboarding product updates shelf maintenance due diligence and ongoing operational alignment
  • Select implement govern CRM systems maintaining data integrity driving adoption building scalable IR workflows
  • Overserve client onboarding reporting communications coordinate with fund operations compliance investment teams resolve operational issues smooth execution monitor improve servicestandards client satisfaction efficiency

    Qualifications

    • Bachelors degree higher in Finance Economics Accounting related field/li.li8+ years funds management investor relations ideally platform management/
    • Proven CRM systems implementation governance/ Strong collaboration communication stakeholder management skills Experience business development exposure alternative investments plus /

      You will hands-on proactive thriving positive collaborative high-growth family-office-style environment This role requires client-focused commercially aware professional embraces family-office culture demonstrates long-term growth mindset


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