Lead, coach, and develop a team of Investor Services Associates and Assistant Managers.
Own team-level performance metrics including SLA adherence, quality, and customer satisfaction.
Serve as a senior escalation point for complex or high-priority customer issues and partner across internal teams to drive resolution.
Manage capacity planning, workload prioritization, and resource allocation across the team.
Champion process improvement, automation, and operational controls initiatives; surface product enhancement opportunities to leadership.
Develop and execute training plans for new and existing team members.
Build trusted, advisory-level relationships with customer leadership across the book of business.
Partner with Product, Sales, and Operations to align Investor Services priorities with broader company objectives.
Report on team health, performance trends, and service risks to senior leadership.
Proactively identify new service opportunities and translate them into operational proposals.
Requirements
6-10+ years of experience in fund administration, investor services, or a related financial services role.
2+ years of people management experience with a track record of building high-performing teams.
Deep knowledge of investor services operations and the private markets landscape.
Strong analytical skills with experience using data to manage team performance and drive decisions.
Excellent communication skills, including experience presenting to and influencing senior stakeholders.
Proven ability to manage cross-functional relationships and align teams around shared goals.
Highly organized and detail-oriented; able to manage competing priorities in a fast-paced environment.
Experience leading process improvement initiatives and driving operational change at scale.
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don't meet all the qualifications.
Benefits
Benefits include:CoHealth 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 an exciting and quickly growing team at Juniper Square that is responsible for tackling high priority workflows for our Fund Administration and Deal Services customers.
We are seeking a Manager to lead a team of Investor Services professionals and own the delivery of exceptional service across a portfolio of Fund Administration and Deal Services customers. You will be responsible for team performance, customer satisfaction, and operational excellence, while partnering cross-functionally to drive continuous improvement and support the growth of the Investor Services function.
Junipersquare · North America