Who you are

• 10+ years of experience in investor services, fund administration, transfer agency, or related private markets operations
• 5+ years of experience leading managers and globally distributed teams in a high-growth or complex operating environment
• Deep understanding of private markets operations across investor onboarding, AML/KYC, capital activity, treasury workflows, and ongoing investor servicing
• Experience supporting private equity, venture capital, private credit, and/or real asset fund structures across multiple jurisdictions
• Proven ability to lead operational teams at scale while maintaining strong controls, service quality, and execution consistency
• Strong operational mindset with experience building processes, improving workflows, and driving organizational scale
• Ability to manage complexity, prioritize effectively, and create structure in fast-moving or ambiguous environments
• Strong client management and communication skills with experience engaging senior stakeholders and managing escalations
• Demonstrated ability to work cross-functionally and influence outcomes
• Data-driven approach to operational management, reporting, and decision-making
• Strong people leadership skills with a track record of developing high-performing teams and managers

What the job involves

• Our Investor Services team is a core part of Juniper Square’s Fund Administration business, responsible for delivering investor operations, AML compliance, and treasury services to private markets fund managers globally. We partner closely with our clients to operationalize complex investor workflows and deliver scalable, high-quality service across the investor lifecycle
• We are seeking a Director of Investor Services to lead a portfolio of client relationships and oversee globally distributed teams responsible for investor operations, AML, and treasury execution. In this role, you will lead managers and service delivery teams across multiple client pods, drive operational excellence, support the evolution of our operating model, and partner cross-functionally to help scale one of the fastest growing areas of the business
• This role requires a strong operator who can manage complexity, lead teams through growth and change, build structure in ambiguous environments, and consistently deliver a high standard of execution for sophisticated private markets clients
• Lead Managers and globally distributed service delivery teams responsible for investor operations, AML, and treasury workflows across a portfolio of private markets clients
• Own operational execution and service quality across the full investor lifecycle, including onboarding, AML reviews, capital activity, account maintenance, and treasury-related processes
• Drive accountability, performance management, talent development, and succession planning across multiple teams and managers
• Oversee client delivery across complex fund structures and strategies, including private equity, venture capital, private credit, and real assets funds operating across global jurisdictions
• Partner directly with client stakeholders and senior leadership to manage escalations, strengthen relationships, and support long-term client success
• Lead capacity planning, workforce management, and resource allocation efforts across global teams to support growth and operational scale
• Identify opportunities to improve workflows, controls, automation, and operational efficiency while maintaining a strong client and investor experience
• Partner cross-functionally with Product, Fund Accounting, Customer Success, and Sales to support platform evolution, operational readiness, and scalable service delivery
• Establish and monitor KPIs tied to service delivery, operational health, utilization, and client outcomes
• Help evolve and strengthen the Investor Services operating model as the business continues to scale across clients, products, and jurisdictions
• Contribute operational insights and market feedback to support product development and strategic initiatives across the broader organization