Senior Manager Investor Services Job at Robert Half (Chicago)

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Senior Manager Investor Services

We are looking for an experienced Senior Manager Investor Services to lead clien...

Location

United States , Arlington Heights

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, or a related field
At least 5 years of mortgage servicing experience
5+ years of people leadership experience, including management of 5 or more direct reports
Practical knowledge of mortgage servicing regulations and compliance expectations
Demonstrated ability to manage client relationships, reporting, and service delivery in a servicing environment
Experience overseeing loan administration activities, including onboarding or portfolio transfer coordination
Strong leadership, communication, and stakeholder management skills
Willingness and ability to travel up to 25% as needed

Job Responsibility

Build and maintain strong relationships with investors, servicing clients, and external partners, acting as a trusted point of contact for high-level business needs
Address complex client issues and escalations with urgency, coordinating internal teams to deliver effective and timely resolutions
Contribute to client retention and growth by identifying service enhancements, supporting expansion opportunities, and sustaining a high standard of client experience
Collaborate with sales and executive stakeholders on business development efforts, including presentations, prospect evaluations, and due diligence activities
Establish and refine reporting approaches that highlight operational results, service trends, and client experience metrics for internal and external audiences
Lead the planning and execution of portfolio onboarding, loan boarding, acquisitions, and servicing transfers while ensuring smooth implementation
Direct cross-functional coordination during portfolio transitions to reduce risk, maintain service continuity, and support successful delivery
Promote operational improvements that increase efficiency, strengthen controls, improve scalability, and elevate quality and client satisfaction
Oversee quality management practices, compliance controls, and service commitments to ensure alignment with contractual, organizational, and regulatory standards
Manage and develop department staff through goal setting, coaching, performance feedback, and accountability measures that support a collaborative, high-performing team culture

What we offer

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

Fulltime

Investor Services Manager

As a world leading provider of integrated solutions for the alternative investme...

Location

United States , Carmel

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

5+ years of relevant professional experience, managing an investor service team and client service delivery
Subject Matter Expert (SME) in various know your client (KYC) and anti-money laundering (AML) topics
Experience conducting client due diligence for client onboardings as well as periodic risk reviews
US and Cayman regulatory and compliance requirements experience
Ability to own, prioritize, and delegate tasks, work on multiple assignments, and ensure tasks are completed in a timely fashion
Expert communication skills required, externally with the client, internally with the teams, and escalating any issues or concerns to management in a timely manner
Team management experience
including hiring, training, and developing team members, and performance reviews
Proficient in Microsoft Office and software applications for data input, storage, and reporting
Management metrics reporting, and proficiency in identifying and instituting process improvements

Job Responsibility

Responsible for leading all aspects of Investor Services day-to-day processing for a key client
Manage, coordinate, and oversee a team of 3 to 5 compliance professionals, fostering a culture of compliance and ethical behavior, while delivering high quality services
Ability to foresee potential issues before they happen and take remedial action to prevent them, institute process improvements as needed
Conduct and review risk assessments to identify and mitigate potential AML/KYC risks associated with clients and transactions
Oversee the customer due diligence (CDD) and enhanced due diligence (EDD) processes, ensuring thorough and accurate documentation
Monitor and analyze transactions for suspicious activity, and escalate findings as necessary in accordance with internal protocols
Address and resolve all investor queries or issues promptly and effectively, including accelerated resolution for key investors where required
Work closely with the AD Compliance team to ensure all appropriate investor documentation is collected and processed in a timely manner, mitigating the risks of errors
Be a main point of contact for the client, their investor solutions team, and their investors
Be involved and lead recurring calls with relevant status updates on all major items

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Program Manager, Investor Services

Alter Domus is seeking an exceptional Investor Services Program Manager to lead ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

10+ years in program, with at least 5 years leading large-scale Investor Services programs in financial services
Proven track record delivering complex, multi-workstream programs involving technology implementation, process Investor Services, and organizational change
Deep experience with Fenergo platform implementation, configuration, and integration
Extensive knowledge of CDD/KYC processes, regulatory requirements, and compliance frameworks
Demonstrated success leading enterprise integration initiatives connecting multiple systems and platforms
Experience managing client/investor onboarding journeys in asset management, private equity, fund administration, or banking environments
Strong understanding of integration technologies, APIs, orchestration layers, and middleware solutions
Familiarity with client portals, workflow management tools, and document management systems
Knowledge of data governance, data quality, and master data management principles
Understanding of cloud architectures and modern application development practices

Job Responsibility

Lead and own the end-to-end Investor Services program for client and investor onboarding, ensuring alignment with Alter Domus' strategic objectives
Define and articulate the program vision, roadmap, and success criteria in collaboration with C-suite and senior stakeholders
Drive the creation of a seamless, automated onboarding journey that delivers exceptional client experience while ensuring regulatory compliance
Establish and maintain program governance structures, including steering committees, RAID logs, and decision-making frameworks
Design and oversee the implementation of enterprise-grade integrations between Fenergo and the broader Alter Domus technology ecosystem
Maximize automation opportunities across the onboarding journey, eliminating manual touchpoints and reducing operational risk
Define integration architecture in collaboration with Enterprise Architecture and IT teams, ensuring scalability, resilience, and security
Ensure seamless connectivity with client/investor portals, orchestration layers, workflow engines, and document management systems
Align with relevant technology, product, and service delivery workstreams
Coordinate project managers, product owners, third-party vendors, and internal development teams

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , New York

Salary:

160000.00 - 225000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services, with at least 3+ years in a financial due diligence or M&A-focused role
Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
Advanced proficiency in Excel, PowerPoint, and financial analysis tools
Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
Bachelor’s degree in Accounting or Finance
CPA strongly preferred
Strong interpersonal skills, with a commitment to developing talent and fostering team success
Willingness to travel up to 10%

Job Responsibility

Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
Provide insights and commentary on financial performance, trends, risks, and opportunities
Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
provide feedback and support professional development
Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Washington, D.C.

Salary:

150000.00 - 225000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
At least 3+ years in a financial due diligence or M&A-focused role
Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
Advanced proficiency in Excel, PowerPoint, and financial analysis tools
Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
Bachelor’s degree in Accounting or Finance
CPA strongly preferred
Strong interpersonal skills, with a commitment to developing talent and fostering team success
Willingness to travel up to 10%

Job Responsibility

Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
Provide insights and commentary on financial performance, trends, risks, and opportunities
Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
provide feedback and support professional development
Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Vp- Issue Management Senior Analyst- Investor Services

Individuals in Issue and Operational Risk Event Management are responsible for t...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 6-10 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
10 years of experience in data analytics / data science, experience in area of focus as well as working within a globally dispersed team
Excellent working knowledge of AI tools, Tableau Prep, Tableau Desktop, Excel, SharePoint, and other database systems
Proficiency in Microsoft Office suite
Strong analytical skills, and attention to detail
Demonstrates strong ability for critical thinking, interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level
Consistently demonstrates clear and concise written and verbal communication skills
Ability to both work collaboratively and independently
ability to navigate a complex organization

Job Responsibility

Advanced Analytics & Visualization: Design and develop highly interactive dashboards and reports, utilizing AI tools, parameters, sets, and complex calculated fields. Utilize analytics to assess trends, identify key risks, and develop insights for process improvement
Data Preparation & Transformation: Use AI tools and/or Tableau Prep Builder to combine, clean, shape, and automate data flows from various sources
Performance Optimization: Analyze and tune Tableau workbooks, extracts, and SQL queries to ensure high performance with large datasets
Data Modelling & Architecture: Create efficient data models, blending data when necessary, and maintaining data integrity
Stakeholder Engagement: Collaborate with business users to understand requirements and translate them into actionable, visually compelling dashboards. Provide challenge enabling the key stakeholders to implement sustainable solutions to address root causes
Governance & Support: Publish and manage data, implementing row-level security and best practices
Trend Analysis: Assess and leverage available data and reporting to identify trends, themes and areas requiring stakeholder review via the team's reporting outputs
Team player: Support the team to create, implement and/or improve processes through efficiencies/automation. Assist in the coordination and comprehensive management of risk events with key stakeholders. Support key stakeholders to link corrective action plans to address identified control gaps or failures for risk events
Support Metric Delivery with Quality and Control: Your efforts will directly contribute to delivering metrics that are not only timely but also of the highest quality and subject to rigorous control. You will help maintain consistency and precision in all reported data
Identify and Flag Discrepancies: Proactively identify any discrepancies, errors, or inconsistencies in data and reports, bringing them to the attention of senior team members for resolution

Fulltime

Senior Vice President, Investor Services Sales - Insurance and Pensions

The Global Sales and Solutions Manager will serve as a strategic sales leader an...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant progressive experience in institutional sales, business development, or strategic client relationship management within the financial services industry, with a proven track record of working specifically with insurance and pensions clients and a deep understanding of the Investor Services business
Proven track record of exceeding sales targets, defining target market, driving significant revenue growth, and managing large, complex institutional client portfolios
Extensive knowledge of investment products, market structures, and the competitive landscape within Investor Services, particularly as it relates to insurance and pensions
Demonstrated leadership in originating and closing multi-faceted deals with senior decision-makers
Strong understanding of sales methodologies, negotiation tactics, and client lifecycle management
Bachelor's/University degree in Finance, Business, or a related field
Exceptional Sales Acumen & Negotiation
Executive-Level Communication & Presentation
Strategic Relationship Building
Problem Solving & Solution Design

Job Responsibility

Cultivate and expand deep, trust-based relationships with senior client stakeholders, acting as a strategic advisor on their business needs and aligning Citi's comprehensive Investor Services solutions to their long-term growth objectives
Proactively identify and pursue new sales opportunities, cross-selling, and up-selling across Citi's product suite (Custody, Funds Services, Execution Services)
Lead complex sales cycles from opportunity identification to close, involving deep product knowledge, solution design, and negotiation
Collaborate with internal Subject Matter Experts to structure bespoke solutions that meet client strategic requirements and drive significant revenue
Actively engage in pre-RFP information requests, client due diligence sessions, and new business pitches to secure new mandates and expand Citi's client portfolio across the Insurance and Pension segment
Serve as the primary internal advocate for client needs, translating client requirements into actionable sales strategies and collaborating with product and operations teams to develop market-leading solutions
Leverage profound client and market insights to identify product gaps and emerging client needs, collaborating with Product teams to influence the development of new solutions and enhance existing offerings to meet strategic sales goals

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

Senior Vice President, Client Executive - Investor Services

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant experience in a global financial institution with experience in Client Relationship management experience
Experience of managing by influence and demonstrated ability to manage complex issue resolution
Self-starter, good problem solver, results oriented
Proven track record of cross selling skills
Ability to take ownership and execute solutions with appropriate urgency
Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients
Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client
The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base
Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments
A strong understanding of the regulatory, risk and control environment impacting our business

Job Responsibility

Relationship Management: Build long lasting trusted client relationships – be a trusted advisor, act as clients advocate within Citi
Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
Provides client with thought leadership on regulatory, industry and product solutions
Work in partnership with Citi teams and the client to ensure Citi is a top provider for the client
Understands existing and future products to propose recommendations
Ultimately responsible for Knowing the Client (KYC) and all associated approvals
Financial: Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling
Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities
Accountable for client profitability and efficiency
Negotiates pricing and terms for new products (in partnership with the Product organisation)

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

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Senior Manager Investor Services

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