Network Partnerships Lead (Transfer Agents)

InvestCloud, Inc.

United States

On-site

USD 160,000 - 180,000

Full time

14 days+
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Job summary

InvestCloud is seeking a senior partnerships leader to build and own the transfer agent side of the Altic network. Transfer agents are among the most consequential participants: they process the subscriptions, maintain the investor register, and run the lifecycle servicing that everything downstream depends on.

The US transfer agent market is fragmented, with a wide field of viable counterparties servicing registered semi-liquid structures.

Qualifications

  • 7–10 years in commercial partnerships, business development or strategic relationship management within financial services.
  • Demonstrated experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties.
  • Direct working experience within US asset management or fund operations, including exposure to transfer agency.
  • Experience structuring pricing and running contract negotiations directly, working alongside Legal.

Responsibilities

  • Maintain systematic coverage of the US transfer agent landscape.
  • Score and prioritize transfer agents against a rubric tied to network importance.
  • Use AI-native tooling to keep market scanning, scoring and diligence continuous.
  • Forecast network build with PMN leadership and honest read on partner positions.
  • Own commercial conversations end to end with prospective transfer agent partners, including pricing and deals.
  • Run contract negotiations with Legal through to signature and maintain network standards.

Skills

Commercial partnerships
Business development
Strategic relationship management
US asset management experience

Job description

InvestCloud is seeking a senior partnerships leader to build and own the transfer agent side of the Altic network. Transfer agents are among the most consequential participants: they process the subscriptions, maintain the investor register, and run the lifecycle servicing that everything downstream depends on.

The US transfer agent market is fragmented, with a wide field of viable counterparties servicing registered semi-liquid structures.

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