Managing Director, Platform Strategy & Onboarding

Axcelus Financial; Philadelphia (Philadelphia County); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading financial firm is seeking a Managing Director of Onboarding and Platform Management to oversee their investment platform with over 100 options. The role requires 10+ years of experience in alternative investments, strong analytical and communication skills, and the ability to manage a team. Responsibilities include onboarding asset managers, driving platform strategy, and ensuring compliance with regulatory requirements. This position offers hybrid work options in Philadelphia and New York City, fostering a growth-oriented environment.

Qualifications

• 10+ years in alternative investments and asset management.
• Deep knowledge of private placement rules and regulations.
• Experience serving RIAs, multifamily offices, and private banks.

Responsibilities

• Oversee Axcelus’ investment platform and ensure best-in-class offerings.
• Source and onboard alternative asset managers.
• Manage a team while driving platform strategy.

Skills

Negotiation with asset managers

Analytical skills

Communication skills

Public speaking

Education

Bachelor's degree

CFA or CAIA or MBA

Job description

A leading financial firm is seeking a Managing Director of Onboarding and Platform Management to oversee their investment platform with over 100 options. The role requires 10+ years of experience in alternative investments, strong analytical and communication skills, and the ability to manage a team. Responsibilities include onboarding asset managers, driving platform strategy, and ensuring compliance with regulatory requirements. This position offers hybrid work options in Philadelphia and New York City, fostering a growth-oriented environment.