Manager of Investor Services Job at Robert Half (Glendale)

Investor Services Technology Outsourcing Enablement Manager

The role is critical to ensure compliance of Investor Services Technology initia...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 5 years’ experience in a Compliance or Risk & Control function
knowledge of the regulatory environment pertaining to technology outsourcing and versed with outsourcing documentation such as TRM (Technology Risk Management)
strong coordination skills to work across various functions in Citi – Technology, Business, Legal, Compliance, Procurement, Finance, and respective Country offices
strong oral, written, presentation, and people skills
self-drive, with a passion for change, acts with extreme sense of urgency and is passionate about delivering
meticulous planner with a tremendous attention to detail, managing through complexity and dependency
ability to work across all levels of the organization

Job Responsibility

Ensuring that outsourcing approvals are obtained for Asia Pacific Investor Services Technology outsourcing initiatives and that Citi is compliant to all the in-country regulatory requirements and Citi policies pertaining to outsourcing
responsible for the annual due diligence of approved outsourcing arrangements and for centralized monitoring and tracking
applies comprehensive understanding of how multiple areas collectively integrate to contribute towards achieving outsourcing approvals
provides evaluative judgment based on analysis of information in complicated and unique situations
exhibits sound and comprehensive communication and diplomacy skills to exchange complex information
support and facilitate discussions with internal auditors to address identified areas and potential risks
appropriately assess risk, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating issues with transparency

Fulltime

Funds Services Oversight Governance Manager

This is an outstanding opportunity to join our Governance and Oversight team in ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good understanding of Fund Administration and regional regulatory requirements is a must
Understand Controls, Governance and Oversight particularly in the field of Fund Administration
Ability to manage multiple workstreams and deliver to a high level - Project Management skills is a bonus
Audit experience desirable (either internal audit or practice) within financial services industry
Experience interfacing with external auditors and regulators

Job Responsibility

Ensure relevant governance documentation is in place, up to date and in compliance with applicable regulatory requirements
Liaise with peer Risk and Control groups to ensure corporate Governance Oversight best practice is being followed
Provide support to Third Party Management Forum and any updates to Luxembourg Risk and Controls Committee (BRCC) on any Offshoring activities
Drive opportunities to develop and broaden the scope of the off-shored/outsourced Governance framework
Review opportunities to implement the framework across the wider Luxembourg site
Coordination of audit reviews/requests from clients, risk, compliance, Internal Audit, Regulators
Coordination and management of client and investor due diligence requests and visits to Citi offices
Review monthly MCA results through Governance Risk and Controls System (‘GRC’) and monitor the completion of any corrective actions arising from these reviews
Lead the monthly Risk and Control Forum
Co-ordinate and manage regulatory matters including notifications to regulator, regulatory visits and follow ups

What we offer

Benefits were not explicitly listed, but Citi generally provides best-in-class benefits

Fulltime

Business Office Head

The Business Office Head within Investor Services Operations at Citi Service Cen...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

English and Polish are a must
5-7 years of relevant experience, preferably in the Financial Services environment
Knowledge of Fund and Custody Products desired
Demonstrable ability to interact with senior management
Strong numerical, logical and analytical skills
Good organizational skills with the ability to work under pressure and prioritize
Effective communication skills
Positive and dynamic attitude to work

Job Responsibility

Act as a primary liaison between the Investor Services Poland Site Head and the broader management team
Provide comprehensive support for communications, monitoring, reporting, people strategy
Develop and maintain standard presentation materials
Assist the Global Business Office with critical activities such as headcount activity tracking and analysis
Oversee the administration & executive support and training teams
Coordinate the production of all necessary submissions for the business review decks
Participate in and influence management discussions
Lead the business communications strategy
Manage and address ad-hoc queries from senior management

What we offer

Competitive salary connected with annual salary review and discretionary annual performance bonus
Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
Hybrid model of work
Flexible working hours
Working in a friendly, dynamic, supportive and diverse environment
Structured onboarding process and extensive training offering
Unlimited development opportunities within Citi global network
Exposure to a wide range of internal stakeholders as well as to senior management

Fulltime

Third Party BAO Support Group Manager

The Services TPM BAO Support Manager will play a key role in developing and exec...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or equivalent experience (MBA a plus)
Related experience in vendor management, third party risk, or risk and control functions
Strong knowledge of third party management requirements
Program/ Project Management experience a plus
Ability to work effectively and drive results with a virtual global team
Strong experience in analytics and problem solving
Proficient in MS Suite of application, specifically proficient in Excel and PowerPoint
Global mindset and proven record of leadership experience in third party management
Proficient with business control and compliance frameworks for financial institutions
Self-Driven in utilizing resources, expanding expertise to build team knowledge

Job Responsibility

Accountable for the overall management of all Services BAO Support activities globally, including providing top-level guidance and direction to the team
Provide thought leadership to drive efficient BAO support role activities
Drive operational performance an deliver timely and quality-driven results
Implement desktop guidelines or procedures
Conduct regular cadence of staff and 1:1 meetings
Ensure that staff has clear goals and expectations with regards to the results by which they will be measured
Actively monitor and assess staff’s development needs, implementing required training and development opportunities
Work with Business Activity Owners (BAOs) and Third Party Officers (TPOs) across Services focused primarily on Agent Banks and FMIs
Provide expert guidance and support on key controls, standard processes, operating procedures, and promote best practices and ensure compliance with procedures
Support reporting activities, as required

What we offer

Competitive base salary (which is annually reviewed)
Additional benefits that support you (and your family) to be well, live well and save well
Business casual workplace
Hybrid working model (up to 2 days working at home per week)

Fulltime

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent (Finance, Accounting, Math, or Management preferred)
Extensive experience in global financial institutions, preferably in Securities Services Operations and/or a similar position with strong client focus
Proven senior business analytics capability with excellent end-to-end operational process understanding
Proven ability to drive change in complex, dynamic environments
Track record handling complex/sensitive situations, including risk identification/remediation
Exceptional written/verbal communication, able to influence senior levels
Self-reliant, results-oriented problem solver
Strong organizational/project management skills
performs effectively under pressure, prioritizes deadlines
Experience collaborating with regulatory bodies, internal/external auditors

Job Responsibility

Support client Operational and Onboarding needs spanning all Products within the Issuer and Investor Services business relating to Fund Accounting, Middle Office, Transfer Agency, Securities Lending, Issuer Services, and Custody
Support Luxembourg Client Implementations and Change - will be responsible for supporting core Luxembourg Client Implementations tasks (relating to originations and business growth) and delivery of client change projects in line with service strategy and initiatives
Applies strong knowledge and expertise in the products and capabilities of the Investor Services Business, including but not limited to Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset Servicing, Cash/FX, Tax Operations, and Lending
Manage client inquiries, ensuring timely responses and escalation of critical issues
Proactively manage client expectations with transparent communication and realistic resolution timelines
Act as a Subject Matter Expert (SME), providing authoritative guidance and innovative solutions
Support timely task completion and prevent SLA breaches
Accountable for remediating aged queries and enhancing client satisfaction
Participate in Client meetings and calls with business partners – Service Reviews, Issue Logs, DDQ etc
Support review Client Scorecards/Temp checks/KPI's and own follow up of action as required

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Analyst/associate client services

The Alternatives Client Services (ACS) team provides comprehensive support for B...

Location

United States , Princeton

Salary:

76000.00 - 90000.00 USD / Year

BlackRock Investments

Expiration Date

March 27, 2026

Requirements

Associate Role: 3-5 years of experience, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes
Analyst Role: 1-3 years of experience, emphasizing risk management of critical operational processes and investor servicing
Financial services or investment management experience preferred, particularly exposure to private placements, financial securities, and limited offerings
Basic knowledge of open- and closed-end fund operations and structures
Strong understanding of business operations, financial principles, and legal frameworks related to investment products and services
Proven experience in a client-facing role, with the ability to handle inquiries and build trusted relationships
Exceptional organizational skills, with the ability to manage competing priorities in a dynamic environment
Excellent verbal and written communication skills, with a keen attention to detail and strong follow-through
Adaptable, resilient, and able to respond quickly to shifting business needs
Self-driven, collaborative, and effective in working with both internal and external stakeholders

Job Responsibility

Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data
Build and maintain detailed client profiles, developing an investor attribute framework to enhance servicing and data management
Provide a streamlined global onboarding experience, managing the pipeline from pre-win through close, communicating status updates, and escalating issues as needed
Oversee document review processes in collaboration with BlackRock Legal and external counsel, ensuring efficient tracking and implementation of updates
Facilitate cash flow processes, coordinating subscriptions, redemptions, and product updates with clients and portfolio managers
Maintain governance and quality control of third-party service providers, promoting transparency and adherence to global standards
Develop strong internal partnerships to anticipate product pipeline changes and evolving business requirements
Deliver accurate and timely investor and fund reports, including account statements, capital calls, distributions, Schedule K-1s, and fund updates
Serve as a central point of contact for client and stakeholder inquiries, researching requests and coordinating accurate responses
Manage investor change requests, such as wire instructions and contact updates, ensuring proper authorization and accurate system updates

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

!

Loan Servicing Support Specialist

URGENT contract opportunity for a highly detail-oriented Loan Servicing Support ...

Location

United States , Boise

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in loan administration, mortgage servicing, or related fields
Strong knowledge of escrow management, including tax and insurance disbursements
Proficiency in analyzing data and performing audits to identify discrepancies and improve processes
Familiarity with servicing systems, such as Black Knight or similar platforms
Excellent problem-solving skills with the ability to address borrower disputes and escrow discrepancies
Knowledge of federal and state regulations related to mortgage servicing
Strong organizational skills and attention to detail for maintaining accurate records
Ability to collaborate effectively with internal teams and external parties such as tax authorities and insurance providers

Job Responsibility

Process loan payments and manage customer accounts, ensuring all updates are accurate, timely, and compliant
Administer and analyze escrow accounts, including tax and insurance disbursements, while maintaining full regulatory compliance
Conduct detailed audits of loan and escrow records to verify proper setup, complete payment histories, and adherence to federal, state, and investor guidelines
Analyze data related to escrow shortages, overages, delinquency trends, and servicing exceptions, identifying root causes and recommending actionable solutions
Maintain precise, up-to-date loan records within Black Knight MSP, ensuring the highest level of data integrity
Investigate and resolve escrow discrepancies and borrower disputes with professionalism and accuracy
Coordinate with tax authorities, insurance carriers, and internal teams to ensure timely, accurate disbursements
Reconcile escrow accounts and support month-end reporting, balancing, and audit preparation
Ensure all servicing activities align with company policies, investor requirements, and regulatory standards
Recommend process improvements to enhance accuracy, operational efficiency, and audit readiness

What we offer

medical, vision, dental, life and disability insurance, 401(k) plan

Fulltime

New

Financial Crimes - Issuer and Investor Services Director

This is a critical and high-profile leadership position within the Issuer and In...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Financial Services, with significant time spent in roles with direct financial crime, risk, controls, or regulatory management responsibilities
Extensive experience in product management, product development, or operations within a regulated Financial Services company, preferably in Securities Services or a Custodian bank
Demonstrated expertise in Sanctions, Anti-Money Laundering, Fraud, Anti-Bribery and Corruption, and Reputational Risk
Strong understanding of international Sanctions
Proven track record in managing teams with broad accountability in a complex global environment
Demonstrated ability to understand and apply financial crime risk management principles, global regulatory frameworks, and operational processes and technology systems relevant to the business
Strong communication (written and oral) and presentation skills
Strategic and analytical thinker capable of translating broad visions into structured plans and executing them effectively
Ability to work independently and deliver according to strict timelines and quality standards
Demonstrated ability and confidence to challenge business management, escalate issues, and press for change

Job Responsibility

Develop, implement, and maintain a robust financial crimes strategy covering Sanctions, AML, Fraud, ABC, Fraud and Reputational Risk across the Issuer and Investor Services division globally
Lead the Issuer and Investor Services Financial Crimes team to successfully manage the division's complex global business by driving the risk and control function, uplifting risk, compliance, and governance standards
Oversee all in-business financial crimes controls processes and governance, including end-to-end process management, risk identification/analysis/management, issue escalation, and corrective action planning (CAP)
Conduct reviews of financial crimes processes and procedures to ensure that both controls and processes are in keeping with policy and business expectations
Provide expert advice and assessment on financial crime risks when business decisions are made
Assess existing control framework, identify potential compliance gaps, and ensure adequate mapping of risk and processes with clear control ownership
Drive a consistent and holistic approach to Financial Crimes risk management across Services
Partner closely with Services Risk and Control teams, Product, Operations, Technology, Legal, and Compliance partners globally
Represent Issuer and Investor Services across various internal risk and control forums, and engage effectively with regulators and senior business management
Drive strategic execution of critical programs and initiatives that contribute to the remediation of financial crime risks and uplift the control environment

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Manager of Investor Services

Robert Half

Location:
United States , Glendale

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 20, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Manager of Investor Services

Investor Services Technology Outsourcing Enablement Manager