Manager, Investor Services
$146,700–$203,000 year
On-siteNew York, United States
Job Summary
Drive execution across strategic Capital Markets initiatives, ensuring workstreams remain coordinated and aligned across multiple teams. Own operational governance by improving visibility, accountability, and prioritization across diligence, onboarding, loan sales, investor operations, and new product readiness. Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully. Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution. Design scalable operating mechanisms and governance frameworks to improve organizational efficiency. Partner with leadership to improve operational readiness for new investors, products, and strategic initiatives. Identify opportunities for automation and AI adoption to increase leverage. Develop reporting and metrics that improve decision-making and provide visibility into organizational health.
Required Qualifications
- 5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field
- Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities
- Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment
- Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes
- Proven ability to influence stakeholders and build alignment without direct authority
- Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners
- Experience balancing strategic thinking with hands-on execution
- West Coast (PST/PT) hours
Desired Qualifications
- Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations
- Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows
- Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms
- Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations
- Experience leading process transformation, operational excellence, or organizational scaling initiatives
- Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities
- Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution
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