Executive Director - Alternative Funds Investor Relations

As Executive Director for Alternative Funds Investor Relations within Fund Services Operations, you will report to the Global Head of Transfer Agency Operations and lead end-to-end Investor Relations service delivery for Alternative Funds.

You will be accountable for deal execution oversight, cash and settlement oversight, investor/client reporting, and query management.

You will lead a domestic team based in New York, ensuring timely, accurate, and well-controlled delivery while advancing a modern, scalable operating model.

In close partnership with Product, Product Development, and Technology, you will execute the operating strategy, enhance the client experience, and drive continuous improvement-particularly through AI-enabled capabilities and automation.

Job Responsibilities:


* Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.


* Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled (including reporting packs, statements, notices, and data-driven deliverables as applicable).


* Lead daily operations across critical workflows, including dealing support, cash processes, settlement coordination, reconciliations/exception management, and investor query intake-to-resolution.


* Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.


* Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.


* Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).


* Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generation-while ensuring appropriate controls and measurable benefits.


* Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.


* Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.

Required Qualifications, Capabilities, and Skills:


* Proven senior leadership experience (7+ years) running multi-location, high-volume operational teams (c.

30 - 60+ headcount) with accountability for SLAs and risk outcomes.


* Strong domain expertise in fund services / transfer agency/ investor relations, with depth across alternatives operating models and investor/client servicing expectations.


* Demonstrated ability to execute comp...