Director, Client Advisory Services - Fund Launch & Strategic Advisory

Job Description

Job Description

Director, Client Advisory Services – Fund Launch & Strategic Advisory

Position Summary

The Director, Client Advisory Services – Fund Launch & Strategic Advisory plays a key role in helping investment managers launch and establish new hedge funds, private equity funds, and other investment vehicles. Working closely with founders, managing partners, COOs, and other senior stakeholders, this individual will guide clients through the operational, financial, administrative, and organizational requirements of launching and operating an investment management business.

Serving as a trusted advisor and central point of coordination, the Director will connect clients with the appropriate expertise across Stable Rock's integrated professional services platform, including Accounting & CFO Services, Investment Management, Tax, Regulatory & Compliance, Insurance, AI & Automation, HR Services, and IT. The role combines client relationship management, project leadership, operational advisory, and cross-functional coordination.

Beyond fund launches, the Director will lead and support complex client initiatives, including operational transitions, client liftouts, service provider implementations, internal controls and policies, operational due diligence readiness, process improvement, and business wind-downs and orderly liquidations.

The ideal candidate has experience in investment management operations, fund launches, or outsourced COO services and brings a consultative mindset, strong project management skills, and a passion for delivering exceptional client service.

Key Responsibilities:

Investment Management Launch & Strategic Advisory

• Guide investment managers and fund sponsors through launching hedge funds, private equity funds, and other investment vehicles.

• Develop and manage fund launch plans, coordinating key workstreams, timelines, deliverables, and operational readiness.

• Advise clients on operational infrastructure, service provider selection, systems, and processes needed to establish and scale their businesses.

• Coordinate with internal Stable Rock teams and external providers, including fund administrators, auditors, tax advisors, legal counsel, compliance providers, banking partners, and technology vendors.

• Support the implementation of core operational processes, including fund accounting, financial and investor reporting, cash management, internal controls, and related workflows.

• Lead or support complex operational initiatives, including client liftouts, operational transitions, due diligence readiness, process improvements, and business wind-downs.

• Identify opportunities to improve operational efficiency, controls, and scalability through policies, procedures, AI, and automation.

Client Onboarding & Project Management

• Serve as a primary point of contact for clients throughout onboarding, implementation, and transition to ongoing service delivery.

• Develop project plans, timelines, milestones, and deliverables aligned with client objectives.

• Lead kickoff meetings, coordinate client and internal activities, and proactively address risks, roadblocks, and competing priorities.

• Maintain clear, proactive communication and ensure engagements launch on schedule with a seamless client experience.

Engagement Team & Cross-Functional Coordination

• Partner with Managing Directors and practice leaders to coordinate engagement teams based on client needs.

• Serve as the central point of coordination among clients, Stable Rock teams, and external service providers.

• Drive accountability for deliverables, timelines, decisions, and cross-functional dependencies.

• Build trusted relationships with founders, managing partners, COOs, CFOs, and other senior stakeholders.

• Identify opportunities to expand Stable Rock's support as clients launch additional funds, grow their businesses, or require new services.

Advisory & Special Projects

• Lead strategic client initiatives focused on operational excellence, organizational readiness, and business transformation.

• Advise on policies and procedures, valuation policies, internal controls, operational continuity, and process design.

• Coordinate complex operational transitions and support operational due diligence by assessing processes, controls, and documentation.

• Lead or support business wind-downs, orderly liquidations, and other complex client initiatives.

• Partner with Stable Rock leadership on client-facing initiatives and service delivery improvements.

Continuous Improvement

• Improve fund launch, onboarding, and advisory processes to enhance the client experience.

• Develop standardized project plans, templates, checklists, and best practices to support consistency and scalability.

• Identify opportunities to streamline workflows, strengthen controls, and improve collaboration across practice areas.

• Partner with internal teams to continuously enhance service delivery and Stable Rock's integrated service model.

Qualifications, Skills, and Experience

• Bachelor's degree in Business, Finance, Accounting, or a related field.

• 10+ years of experience in investment management, fund operations, consulting, professional services, client advisory, or a related field.

• Experience supporting hedge fund, private equity, or other investment management fund launches is highly desirable.

• Familiarity with fund operations, service provider selection, accounting, tax, compliance, audit, and operational infrastructure.

• Experience with alternative asset managers, fund sponsors, family offices, or outsourced COO services preferred.

• Strong project management, problem-solving, and cross-functional coordination skills.

• Excellent written and verbal communication skills, with the ability to build credibility with senior stakeholders.

• Highly organized, detail-oriented, and comfortable managing multiple complex client engagements.

• Ability to operate strategically while remaining hands-on with execution.

• A proactive, entrepreneurial mindset and commitment to exceptional client service.

What Success Looks Like

• Clients view Stable Rock as a trusted partner throughout fund launches and other complex operational initiatives.

• Fund launches and client engagements progress according to clear plans, timelines, and deliverables.

• Clients are connected with the right expertise and resources across Stable Rock's service lines.

• Clients establish the operational infrastructure, service provider relationships, and processes needed to support their businesses.

• Internal teams and external providers remain aligned and accountable throughout implementation.

• Fund launch and onboarding processes become increasingly consistent, efficient, and scalable.

Location

We are open to exceptional talent nationwide, with a strong preference for candidates located in or near our core markets: New York, Dallas, Miami, Chicago, San Francisco, and Los Angeles.

Compensation

Highly competitive base salary ranging from $165,000–$185,000, based on experience and location, with eligibility for a discretionary performance bonus.

Benefits

• Medical, dental, and vision insurance, with employee-only premiums paid at 100%.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.

• 401(k) retirement savings plan.

• Unlimited paid time off policy.

• Hybrid work flexibility to support professional and personal balance.

Inclusion

Stable Rock is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects diverse perspectives and experiences.

Applicants requiring assistance or accommodation during the interview process or when accessing our website may contact us. Requests will be treated as confidentially as possible. Please include your name and preferred method of contact, and we will respond as soon as possible.