Strategic Partnerships Lead, Transfer Agent Network

InvestCloud Private Markets Tech LLC; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

InvestCloud Private Markets Tech LLC in New York seeks a Strategic Partnerships Lead for the Altic network to own the transfer agent partnerships, shape coverage, and drive scale with institutional counterparties.

You will lead evaluation, prioritization, and engagement with transfer agents, using AI-native tools to maintain continuous market diligence and build a world-class partner base.

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

Job description

InvestCloud Private Markets Tech LLC in New York seeks a Strategic Partnerships Lead for the Altic network to own the transfer agent partnerships, shape coverage, and drive scale with institutional counterparties.

You will lead evaluation, prioritization, and engagement with transfer agents, using AI-native tools to maintain continuous market diligence and build a world-class partner base.