Investor Services Manager

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

Benefits offered by this job

Hybrid work schedule

Discretionary bonus

Comprehensive benefits

Career growth opportunities

Senior leadership exposure

Job summary

Jobot is seeking an Investor Services Manager in San Francisco to lead the Investor Services and Investor Relations teams, drive operational excellence, and elevate client service delivery in a fast-paced private equity environment.

You will manage staff, mentor supervisors, partner with technology for workflow automation, and execute strategic initiatives that improve turnaround times, risk controls, and client satisfaction on a hybrid schedule (2 days onsite, 3 days remote).

Qualifications

• Experience leading investor services or investor relations teams.
• Proven track record in private equity or financial services.
• Strong operations leadership and client service orientation.

Responsibilities

• Lead and manage the Investor Services and Investor Relations team.
• Ensure staff adherence to operational guidelines and service standards.
• Support execution of initiatives to enhance investor and client experiences.
• Build and maintain relationships with internal client service teams and leadership.
• Partner with technology teams to identify and implement workflow automation.
• Coordinate training and information-sharing sessions across groups.
• Participate in client meetings and manage escalated issues.
• Identify process improvements to reduce turnaround times while maintaining controls.
• Develop cross-training programs and team heat maps to mitigate key-person risk.
• Monitor SLA compliance and overall team performance.
• Manage staffing, workload balancing, and overtime needs.
• Supervise, mentor, and evaluate associates and supervisors.
• Lead special projects and transformation initiatives.
• Ensure all deliverables comply with policies and best practices.
• Operate effectively in a high-volume, deadline-driven environment.

Job description

Investor Services Manager

$130000 - $150000 per year | San Francisco, CA | On-site | Permanent

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!

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.

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