Assistant Vice President - Investor Solutions Manager

Assistant Vice President – Investor Solutions Manager Overview

The Assistant Vice President – Investor Solutions Manager will lead a dynamic team focused on delivering tailored investor communications and solutions.
This role involves managing workflows, ensuring quality, and fostering employee development within the Investor Solutions team.
Collaborate with senior stakeholders to synthesize complex information into clear, compelling investor-facing content.
Drive improvements in knowledge management, data quality, and workflow processes to enhance team efficiency.
Act as a senior reviewer for high-priority assignments, ensuring alignment with organizational standards and messaging.
Support initiatives involving technology adoption, AI tools, and responsible data usage within the team.
Contribute to the firm's success by transforming institutional knowledge into impactful investor communications.
Hybrid work arrangement available after an introductory in-office period and satisfactory performance.
Assistant Vice President – Investor Solutions Manager Key Responsibilities & Duties

Manage the team's daily workflow, priorities, capacity, deadlines, and quality standards effectively.
Coach and develop employees through constructive feedback, training, and strategic delegation.
Review complex investor-facing content for accuracy, clarity, consistency, and responsiveness.
Lead high-priority RFPs, DDQs, and other investor or consultant assignments.
Oversee knowledge-management practices and support improvements to content, data quality, and workflows.
Collaborate with subject-matter experts to ensure timely information flow and decision-making.
Identify recurring content gaps and recommend actionable improvements to enhance team output.
Maintain visibility into workload, deadlines, and quality trends, providing hands-on coverage when needed.
Assistant Vice President – Investor Solutions Manager Job Requirements

Bachelor's degree in a relevant field is required.
Minimum of 7 years of experience in investment management or financial services.
Significant experience with RFPs, DDQs, due diligence, and consultant databases.
Proven track record in managing employees and leading cross-functional assignments.
Exceptional writing, editing, research, and communication skills.
Advanced proficiency with Microsoft Office and familiarity with RFP and workflow tools.
Strong professional judgment and ability to build credibility with senior stakeholders.
Commitment to knowledge sharing, employee development, and continuous improvement.

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