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About the Role

My client is seeking a talented and driven Senior Vice President to lead its growing registered and direct fund business. This role sits within the firm's Client Success organization and will report to the Managing Director/Head of Fund Origination. This individual will work with a team that is responsible for new product development, product structuring, manager onboarding, and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. These will primarily be products created by third-party alternative asset managers that are looking to utilize the firm's technology to facilitate the subscription and reporting processes for the wealth management channel. This team stands at the heart of the firm's growth into new markets and fund structures.


Responsibilities

  • Lead the team responsible for all new direct and registered fund onboarding projects, working across the organization to ensure on-time and successful completion.
  • Work with key clients, both asset managers and wealth managers, and their service providers (attorneys, fund administrators, and transfer agents, etc.), communicating processes and requirements, recommending best practices, and leading overall project management to launch their funds on the firm's platform.
  • Drive prioritization and lead the build-out of procedures within the firm's ecosystem related to adding new funds, product structures, expanding product distribution channels, and lifecycle management.
  • Manage the team dedicated to the function as well as support other members of the team working on fund launches.
  • Represent the company as a subject matter expert on the platform and the products we support.
  • Leverage experience to help shape the firm’s service offering across various fund structures.
  • Prepare and present new funds to various decision-making groups.
  • Assist in various ad hoc fund launch activities.
  • Help drive the rollout of new platform functionality impacting the fund launch and lifecycle management process.