Sales Manager, High Net Worth
PublicFull Time
Senior (5 to 8 years)
Candidates must possess over 5 years of progressive experience in Investor Services, Investor Relations, or Fund Administration, ideally within private markets. A strong understanding of the complete investor lifecycle in a private funds context, from onboarding through liquidity events, is essential. Proven leadership, mentoring, and management skills for client-facing operational teams in high-volume, deadline-driven environments are required. Excellent communication, client management, and cross-functional collaboration abilities are necessary, along with a client-centric mindset focused on practical, business-aligned solutions and sound judgment. A Bachelor's degree is required, and professional certifications in project management or financial services are considered a plus.
The Manager, Fund Administration will lead and manage the daily operations of the Investor Services team, overseeing the entire investor lifecycle including onboarding, compliance, treasury, account maintenance, and LP communications. This role serves as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions. Responsibilities include managing client expectations through transparent communication, exercising sound judgment to identify improvement opportunities and mitigate issues, and leading, mentoring, and developing the team with a focus on accountability, client service excellence, and continuous improvement. The manager will also drive team performance and accountability by managing and reporting on critical SLAs for all investor services.
Technology solutions for private investment partnerships
Juniper Square provides a comprehensive platform for managing private investment partnerships in sectors like commercial real estate, private equity, and venture capital. The platform supports all phases of the investment lifecycle, including fundraising, investor operations, and fund administration. It connects general partners (GPs) and limited partners (LPs), facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps reduce manual work and accelerates investment closings. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and complexity. The company's goal is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.