Strategic Partnerships Lead, Transfer Agent Network

InvestCloud; New York (NY); Hybrid; USD 160,000 - 180,000; Full time

Job summary

InvestCloud is seeking a Strategic Partnerships Lead for the Transfer Agency within Altic to build and own the US transfer agent network. You will manage pricing, agreements, and ongoing partner relationships, coordinating with PMN leadership, Legal and Product to scale the network.

You will drive systematic coverage of the transfer agent landscape, prioritize targets, and use AI-driven diligence to keep the network build on track. A founding commercial hire role with substantial autonomy.

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, including agents servicing registered semi-liquid structures.
• Score and prioritize transfer agents against a rubric tied to their importance to the Altic network, and keep that prioritization current as product scope evolves.
• Use AI-native tooling to keep market scanning, scoring and diligence continuous rather than periodic.
• Keep PMN leadership able to forecast the network build accurately, with an honest read on where each partner genuinely sits.
• Own commercial conversations end to end with prospective transfer agent partners, including pricing, deal structure and service commitments.
• Convert prioritized targets into signed agreements at a pace that keeps the network build on track.
• Run contract negotiations directly, working alongside Legal through to signature.
• Hold the network standard where bespoke requests would fragment it, escalating the genuine exceptions rather than absorbing them.
• Act as the named relationship owner for transfer agent partners across the full lifecycle, from first contact through renewal.
• Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals.
• Represent partner requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration.
• Manage the handoff from signed agreement into Product and Engineering integration scoping.
• Remain engaged through integration so partners have a single, consistent point of contact.
• Escalate partner-side risks and blockers to the appropriate internal owner before they become delivery issues.

Skills

Commercial partnerships

Business development

Relationship management

Pricing & contract negotiations

US market experience

Job description

InvestCloud is seeking a Strategic Partnerships Lead for the Transfer Agency within Altic to build and own the US transfer agent network. You will manage pricing, agreements, and ongoing partner relationships, coordinating with PMN leadership, Legal and Product to scale the network.

You will drive systematic coverage of the transfer agent landscape, prioritize targets, and use AI-driven diligence to keep the network build on track. A founding commercial hire role with substantial autonomy.