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.
Requirements
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 ope
Benefits
Health insuranceRemote work optionsEquity / stock options
Additional Information
About Juniper Square
Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We're the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we've built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we're reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we're building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you're energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your role
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.
Junipersquare · Americas (usa OR Canada)