VP Client Service

WhiteCap Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Whitecap Search in New York is seeking a dynamic client services professional to support the investor business. You will work closely with internal sales and relationship teams, manage investor materials, and oversee capital transactions.

The role emphasizes CRM and data integrity, collaboration with fund administrators, guiding associates, and using AI and other technologies to improve efficiency while upholding quality standards.

Qualifications

• 8+ years of experience in investor relations, client onboarding, or related operations.
• Experience leading or mentoring teams and working independently.
• Excellent communication and presentation skills with strong attention to detail.
• Series 3 license required within six months of hire (sponsorship provided).

Responsibilities

• Provide an exceptional client experience by addressing inquiries and overseeing investor materials and capital transactions.
• Collaborate with cross-functional partners and fund administrators for seamless capability presentation.
• Lead CRM, data integrity, client portals, and feature adoption to support investor operations.
• Manage capital activity workflows including subscriptions, redemptions, and transfers.
• Advocate for initiatives that enhance efficiency and personalize investor services using AI and other technologies.
• Uphold brand quality by establishing operational principles and governance frameworks.

Skills

Investor relations

Client onboarding

Analytical skills

Communication skills

Mentoring/leadership

Attention to detail

Series 3 license

Job description

Whitecap Search is looking for a dynamic and detail-oriented professional to join the Client Services team in New York. This role requires strong communication, analytical, and organizational skills to manage a diverse set of responsibilities, with opportunities to lead and mentor associates. The successful candidate will work closely with internal sales and relationship management teams, as well as engaging frequently with external investors.

Responsibilities

• Provide an exceptional client experience by addressing inquiries, managing investor materials, and overseeing capital transactions.
• Collaborate with cross-functional partners and fund administrators to ensure seamless integration and presentation of capabilities.
• Lead initiatives focused on CRM, data integrity, client portals, and feature adoption to support the investor business operations.
• Manage capital activity workflows related to subscriptions, redemptions, and transfers.
• Advocate for strategic initiatives that enhance efficiency and personalize investor services using AI and other technologies.
• Uphold the brand's quality standards by building operational principles and maintaining governance frameworks.

Requirements

• 8 years of experience in investor relations, client onboarding, operational due diligence, or account administration.
• Familiarity with industry standards and trends, with a keen interest in process improvements and emerging technologies.
• Experience in leading or mentoring teams, and the ability to work independently and strategically.
• Excellent communication and presentation skills with a strong attention to detail.
• Ability to manage a complex workload and make sound judgments with a client-first mindset.
• Series 3 license required within six months of hire (sponsorship provided).

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.