Vice President, Investor Operations - Institutional Platform

Speed Bay Warehouse Solutions; Denver (CO); On-site; USD 175,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and dis

401K + matching

PTO and paid holidays

Job summary

Speed Bay Warehouse Solutions is seeking a Vice President, Investor Operations in Denver, CO to serve as the operational backbone of the firm’s distribution platform, coordinating with broker-dealers, custodians, and fintech partners to ensure accurate, timely investor data and reporting.

The role reports to senior leadership and partners with Fund Accounting, Legal, Compliance, and Investor Relations to scale processes, manage risk, and drive growth in private investment programs.

Qualifications

• 8+ years in institutional investor operations or fund administration.
• Experience with broker-dealer/distribution operations in private investments.
• Established relationships with broker-dealer offices, custodians, and fintech platforms preferred.
• Solid understanding of FINRA/SEC requirements for private funds.
• Strong relationship-management and communication skills.
• Experience building or scaling operational infrastructure.
• Proficiency with Microsoft Office; experience with transfer agent/fund administration systems and CRM platforms (Juniper Square, Salesforce) a plus.
• FINRA licensure (e.g., Series 7/24/99) a plus but not required.
• Bachelor’s degree in Business or related field preferred.

Responsibilities

• Serve as primary contact between Speed Bay and its transfer agent.
• Monitor transfer agent service levels and drive improvements in processing accuracy.
• Coordinate operations with fund documents, offering terms, and regulatory requirements.
• Coordinate interactions with the managing broker-dealer.
• Support onboarding for new institutional investors and wealth platforms.
• Build and maintain relationships with custodians and fintech/alternative platforms.
• Coordinate platform integrations and reporting for investor data.
• Liaise between internal tech teams and external partners to resolve issues.
• Oversee institutional investor communications, including capital calls, distributions, tax documents, statements.
• Assist Investor Relations and Marketing on investor materials.
• Identify opportunities to automate investor operations workflows.
• Manage staff or external providers for investor operations.

Skills

Relationship management

Communication

Project management

Process orientation

Team collaboration

Education

Bachelor’s degree in Business

Tools

Microsoft Office

Juniper Square

Salesforce

Transfer agent systems

CRM platforms

Job description

Speed Bay Warehouse Solutions is seeking a Vice President, Investor Operations in Denver, CO to serve as the operational backbone of the firm’s distribution platform, coordinating with broker-dealers, custodians, and fintech partners to ensure accurate, timely investor data and reporting.

The role reports to senior leadership and partners with Fund Accounting, Legal, Compliance, and Investor Relations to scale processes, manage risk, and drive growth in private investment programs.