Overview
On Site
$120,000 - $150,000 annually
Full Time
Skills
Investor Relations
Pivotal
Operational Excellence
Process Improvement
Documentation
Collaboration
Facilitation
Distribution
Customer Communications
Onboarding
Communication
Customer Service
Management
Finance
Artificial Intelligence
Messaging
Job Details
RESPONSIBILITIES:
Kforce is working with a client in search of a VP, Private Markets & Investor Relations Manager to join their team in NY! This position is full time, direct hire and on-site.
Summary:
This newly created VP, Investor Relations Manager position will play a pivotal role in supporting the Firm's growth in the Intermediary and fund space, while also ensuring seamless interactions with individual investors. This role emphasizes investor-level engagement, operational excellence, process improvement, and collaboration with internal and external stakeholders. The position is responsible for direct investor interactions, including onboarding, account maintenance, and client communication, as well as working with intermediaries and third-party service providers to streamline processes and enhance the investor experience.
Responsibilities:
* Act as a direct point of contact for institutional and private wealth investors, addressing inquiries related to onboarding, account maintenance, re-registrations, and other investor-level services
* Support investors through the onboarding process, ensuring accurate completion of subscription documents, collection of proper documentation, and adherence to deadlines
* Collaborate closely with distribution agents, consultants, and investors to ensure a seamless experience across fund lifecycles, providing personalized support and guidance
* Manage existing investor accounts, ensuring accurate maintenance of client records, processing re-registrations, and facilitating the distribution of client communications
* Partner with intermediaries to facilitate onboarding and subscription processes while ensuring alignment with platform requirements
* Manage group mailboxes used for communication with internal teams and external investors, ensuring prompt and professional responses to inquiries
REQUIREMENTS:
* Bachelor's degree in Business Administration or equivalent
* Minimum of 8 years of financial services experience with direct investor engagement
* Prior experience managing a client service team and working with intermediaries
* Experience with intermediary platforms
* Experience working with tools like FrontInvest or eFront Invest
* Strong knowledge of private markets, including both open and closed-end funds
* Understand the Firm's private fund offerings and provide detailed explanations to investors
* Proven ability to manage relationships with key financial partners and investors
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce is working with a client in search of a VP, Private Markets & Investor Relations Manager to join their team in NY! This position is full time, direct hire and on-site.
Summary:
This newly created VP, Investor Relations Manager position will play a pivotal role in supporting the Firm's growth in the Intermediary and fund space, while also ensuring seamless interactions with individual investors. This role emphasizes investor-level engagement, operational excellence, process improvement, and collaboration with internal and external stakeholders. The position is responsible for direct investor interactions, including onboarding, account maintenance, and client communication, as well as working with intermediaries and third-party service providers to streamline processes and enhance the investor experience.
Responsibilities:
* Act as a direct point of contact for institutional and private wealth investors, addressing inquiries related to onboarding, account maintenance, re-registrations, and other investor-level services
* Support investors through the onboarding process, ensuring accurate completion of subscription documents, collection of proper documentation, and adherence to deadlines
* Collaborate closely with distribution agents, consultants, and investors to ensure a seamless experience across fund lifecycles, providing personalized support and guidance
* Manage existing investor accounts, ensuring accurate maintenance of client records, processing re-registrations, and facilitating the distribution of client communications
* Partner with intermediaries to facilitate onboarding and subscription processes while ensuring alignment with platform requirements
* Manage group mailboxes used for communication with internal teams and external investors, ensuring prompt and professional responses to inquiries
REQUIREMENTS:
* Bachelor's degree in Business Administration or equivalent
* Minimum of 8 years of financial services experience with direct investor engagement
* Prior experience managing a client service team and working with intermediaries
* Experience with intermediary platforms
* Experience working with tools like FrontInvest or eFront Invest
* Strong knowledge of private markets, including both open and closed-end funds
* Understand the Firm's private fund offerings and provide detailed explanations to investors
* Proven ability to manage relationships with key financial partners and investors
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.