Associate, Wealth IR Platform Servicing

Responsibilities

• Support operational nuances of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, or independent broker/dealers)
• Reconcile internally facing and externally facing reporting for KKR and partner stakeholders.
• Partner with platforms, technology, finance and third-party administrator teams to increase automation and streamline subscription and account change management processes.
• Liaise with KKR strategic accounts team and various internal and external KKR Wealth stakeholders and service providers to prioritize platform initiatives and improve overall servicing model for wealth platform partners.

Requirements

• Minimum of 3-5 years of experience in a support role, ideally in the alternative investments industry.
• Possess strong computer and excel skills.
• Strong communication skills
• Self-starter with the ability to work independently, to identify reporting anomalies, and to move problem solving projects forward.
• Excellent academic credentials including an undergraduate degree.
• Ability to manage multiple projects/inquiries simultaneously.
• Experience with Transfer Agents, Administrators and Fund Service Providers (preferred)
• Series 7 and 63 preferred
• This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
• Base Salary Range
• $100,000 - $130,000 USD
• KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
• If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or ac

Benefits

Additional Information

COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW KKR's Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience. We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people. As such, we work closely with KKR's Global Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams. We are passionate about understanding our clients' needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where every team member is encouraged to share ideas and contribute to our clients' success. POSITION SUMMARY KKR seeks to recruit a professional to focus on support for KKR's Global Wealth Investor Relations team, for registered and private products across all alternative asset classes. The ideal candidate will have experience working with wealth platforms or asset managers, with a view of operational processes in transacting alternatives. The individual will support platform servicing and reporting, and ideally will be comfortable interpreting sales reporting, completing reconciliations in Excel, and building relationships with counterparts at wealth platforms.

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