Strategic Partnerships Lead, Transfer Agent Network

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

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off

Flexible spending accounts

Life insurance

Job summary

InvestCloud seeks a Strategic Partnerships Lead to own the transfer agent side of the Altic network, building breadth and depth of partnerships in the US market. You will manage pricing, deal structures, and end-to-end negotiations with transfer agents, ensuring the network scales with a standardized operating model.

You will lead cross-functional delivery with PMN leadership, Legal and Product to align on partner requirements, forecasts, and integration into roadmap.

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 agent.
• Experience structuring pricing and running contract negotiations directly, working alongside Legal.
• Existing relationships with US transfer agent firms (preferred).
• Working knowledge of registered semi-liquid fund structures (preferred).
• Experience owning commercial and operational relationships with financial-services firms over multiple years (preferred).
• Actively uses AI and modern research tooling in commercial work (preferred).
• Experience in a network, platform or infrastructure business with standardized terms (preferred).
• Experience as an early or founding commercial hire (preferred).

Responsibilities

• Maintain systematic coverage of the US transfer agent landscape.
• Score and prioritize transfer agents against a rubric tied to their importance to the Altic network.
• Keep market scanning, scoring and diligence continuous using AI-native tooling.
• Forecast network build with PMN leadership, with honest read on partner status.
• Own commercial conversations end to end with prospective transfer agent partners, including pricing, deal structure and service commitments.
• Convert targets into signed agreements at a pace that keeps the network build on track.
• Run contract negotiations directly, in concert with Legal through to signature.
• Escalate exceptions while maintaining network standards.
• Act as the named relationship owner across the full lifecycle; manage renewals and escalations.
• Represent partner requirements into Altic's roadmap and drive cross-functional delivery.

Skills

Commercial partnerships

Negotiation

Strategic relationship mgmt

Pricing structuring

Tools

AI-native tooling

Job description

InvestCloud seeks a Strategic Partnerships Lead to own the transfer agent side of the Altic network, building breadth and depth of partnerships in the US market. You will manage pricing, deal structures, and end-to-end negotiations with transfer agents, ensuring the network scales with a standardized operating model.

You will lead cross-functional delivery with PMN leadership, Legal and Product to align on partner requirements, forecasts, and integration into roadmap.