Investor Services Leader - CRM, Data & Ops

WhiteCap Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

WhiteCap Search in New York is seeking a dynamic and detail-oriented professional to join the Client Services team. The role requires strong communication, analytical, and organizational skills to manage a diverse set of responsibilities, with opportunities to lead and mentor associates.

You will work closely with internal sales and relationship management teams, and engage frequently with external investors.

Qualifications

• 8 years of experience in investor relations, client onboarding, operational due diligence, or account administration.
• Familiarity with industry standards and trends, with a keen interest in process improvements and emerging technologies.
• Experience in leading or mentoring teams, and the ability to work independently and strategically.
• Excellent communication and presentation skills with a strong attention to detail.
• Ability to manage a complex workload and make sound judgments with a client-first mindset.
• Sponsorship provided; Series 3 license required within six months of hire.

Responsibilities

• Provide an exceptional client experience by addressing inquiries, managing investor materials, and overseeing capital transactions.
• Collaborate with cross-functional partners and fund administrators to ensure seamless integration and presentation of capabilities.
• Lead initiatives focused on CRM, data integrity, client portals, and feature adoption to support the investor business operations.
• Manage capital activity workflows related to subscriptions, redemptions, and transfers.
• Advocate for strategic initiatives that enhance efficiency and personalize investor services using AI and other technologies.
• Uphold the brand's quality standards by building operational principles and maintaining governance frameworks.

Education

Series 3 license

Job description

WhiteCap Search in New York is seeking a dynamic and detail-oriented professional to join the Client Services team. The role requires strong communication, analytical, and organizational skills to manage a diverse set of responsibilities, with opportunities to lead and mentor associates.

You will work closely with internal sales and relationship management teams, and engage frequently with external investors.