Director, US Wealth Investor Services — Scale & Service

Wellington Management Company; New York (NY); Vor Ort; USD 120.000 - 225.000; Vollzeit

Benefits dieser Stelle

Retirement plan

Health & wellbeing benefits

Paid time off

Zusammenfassung

Wellington Management seeks a Director, US Wealth Investor Services to design and run a scalable servicing model for a diverse U.S. Wealth platform, covering advisors, investors, and intermediary partners.

You will own the end-to-end lifecycle and drive efficiency and service quality through process design, technology enablement, and strong stakeholder collaboration. The role emphasizes ownership of KPIs tied to responsiveness, escalation handling, onboarding, and advisor experience, with

Qualifikationen

• Deep knowledge of alternatives and traditional products, investor lifecycle servicing, and wealth platform operations.
• Ability to build and scale servicing models, improve workflows, and drive operational efficiency.
• Strong understanding of advisor needs and the role servicing plays in enabling distribution success.

Aufgaben

• Lead the investor services function supporting advisors, investors, and intermediary partners across investment products.
• Define and scale a high-quality servicing model, including service standards, SLAs, escalation protocols, and operating framework.
• Own and manage a KPI-driven servicing model, with accountability for performance across responsiveness, resolution, platform activation, advisor experience, and throughput.
• Serve as the senior escalation point for onboarding, subscriptions/redemptions, inquiries, and platform issues.
• Oversee the end-to-end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, and reporting.

Kenntnisse

Investor servicing

Operational leadership

Advisor & client experience

Collaboration & influence

Management

Technology & process

Strategic execution

Tools

CRM systems

Investor platforms

Reporting tools

Jobbeschreibung

Wellington Management seeks a Director, US Wealth Investor Services to design and run a scalable servicing model for a diverse U.S. Wealth platform, covering advisors, investors, and intermediary partners.

You will own the end-to-end lifecycle and drive efficiency and service quality through process design, technology enablement, and strong stakeholder collaboration. The role emphasizes ownership of KPIs tied to responsiveness, escalation handling, onboarding, and advisor experience, with