Director of Investor Relations Servicing (New York)
Coda Search│Staffing, New York, New York, United States, 10261
One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee:
The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and
The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients.
RESPONSIBILITIES Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients. Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas. Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models. Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives. Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy. Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings.
QUALIFICATIONS 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment. Proven track record supporting a leading asset manager, ideally across multiple asset classes.
RESPONSIBILITIES Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients. Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas. Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models. Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives. Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy. Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings.
QUALIFICATIONS 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment. Proven track record supporting a leading asset manager, ideally across multiple asset classes.