Investor Services Manager

Jobot; San Francisco (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Hybrid work

Discretionary bonus

Comprehensive benefits

Career growth

Job summary

Jobot is seeking an Investor Services Manager to oversee investor operations, elevate client service, and lead a high-performing Investor Relations team in a fast-paced private equity environment. The role focuses on operational excellence, process improvements, staff development, and strong client relationships, with a hybrid schedule (2 days onsite, 3 days remote) and a discretionary bonus.

Salary ranges from $130,000 to $150,000 per year, with comprehensive benefits and clear pathways for

Qualifications

• Experience leading investor services or investor relations teams.
• Strong stakeholder management and communication skills.
• Ability to design and drive process improvements.

Responsibilities

• Lead and manage the Investor Services and Investor Relations team.
• Ensure adherence to operational guidelines and service standards.
• Support execution of strategic initiatives to enhance investor experiences.
• Build relationships with internal client service teams and leadership.
• Partner with technology teams to enable workflow automation.
• Mentor and develop associates and supervisors.

Job description

Job details:

Lead a high-impact Investor Services team supporting premier private equity sponsors while driving operational excellence, client satisfaction, and strategic initiatives in a growing industry-leading organization!

Salary: $130,000 - $150,000 per year

A bit about us

A leading private capital services organization is seeking an Investor Services Manager to oversee investor operations, elevate client service delivery, and lead a high-performing Investor Relations team. This role is responsible for driving operational improvements, managing client-facing deliverables, strengthening investor communication processes, and ensuring service excellence across a complex and fast-paced private equity environment. The ideal candidate combines operational leadership, investor services expertise, and a passion for developing teams while delivering an exceptional client experience.

Why join us

• Competitive salary of $130,000 - $150,000 annually
• Discretionary performance bonus
• Comprehensive benefits package
• Hybrid work schedule (2 days onsite, 3 days remote)
• Opportunity to lead a critical function supporting premier private equity clients
• High visibility with senior leadership and client service teams
• Career growth and advancement opportunities
• Exposure to strategic transformation and operational improvement initiatives
• Ongoing professional development and training
• Collaborative culture focused on excellence, innovation, and client satisfaction

Job Details

• Lead and manage the Investor Services and Investor Relations team
• Ensure staff adherence to operational guidelines, best practices, and service standards
• Support execution of tactical and strategic initiatives designed to enhance investor and client experiences
• Build and maintain strong relationships with internal client service teams and leadership stakeholders
• Partner with technology teams to identify and implement workflow automation and centralized processes
• Facilitate communication, training, and information-sharing sessions across operational groups
• Participate in regular client meetings and effectively manage escalated issues
• Identify process improvements that reduce turnaround times while maintaining strong controls and risk management standards
• Develop and maintain cross-training programs and team heat maps to mitigate key-person dependency risks
• Monitor service level agreement compliance and overall team performance
• Manage staffing, workload balancing, and business-driven overtime requirements
• Supervise, train, coach, mentor, and evaluate associates and supervisors
• Lead special projects, operational transformation initiatives, and process enhancement efforts
• Ensure all deliverables are completed in accordance with company policies, procedures, and best practices
• Operate effectively in a high-volume, deadline-driven, and continuously evolving environment

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy