Senior Fund Client Services & Transfer Agency Lead
Neuberger
Neuberger is seeking a Senior Manager to lead Funds Client Services & Support, guiding the Retail and Intermediary desks and ensuring a white-glove experience for our distribution partners. The role oversees the transfer agent and NSCC processing supporting 40 Act funds and will drive fund lifecycle initiatives with cross-functional partners. The ideal candidate has 10+ years in mutual fund operations, hands-on transfer agency experience, and a track record of leading client service teams while #J-18808-Ljbffr Neuberger
$160k - $180k
...coordinates the service providers between... ...activity - custodians, transfer agents, fund administrators... ...is seeking a senior partnerships leader... ...InvestCloud, whose clients represent more... ...exposure to transfer agency ~ Experience... ...InvestCloud delivers leading digital wealth...SuggestedContract workWork experience placementFlexible hours- Merck & Co., Inc. is seeking an Associate Director, Media Capabilities and Agency Lead in Pennsylvania to advance digital marketing capabilities. You will lead media channel governance, guide agency relationships, and drive cross-functional collaboration with Marketing,...Senior
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- ...formation, design, and execution for high‑value enterprise and agency deals across the Americas. You will be a key advisor, minimizing... ...role partners with regional sales leadership and reports to the Senior Manager, Global Deal Desk. The US‑based position offers a hybrid...Senior
- Goldman Sachs in New York seeks a senior Treasury professional to oversee the firm’s deposit... ...and contribute to executing the funding strategy. You will partner with the Global... ...optimize funding, manage liquidity, and lead relationships with key deposit lines across...Senior
- Fernridge Group is seeking an Associate Director to lead its Compliance team in New York. This role owns major risk areas, drives process... ...in a fast-paced environment, with a track record in private funds and regulatory submissions. #J-18808-Ljbffr Fernridge GroupSenior
- PBF Energy is seeking a Manager/Sr Transfer Pricing for its Parsippany, NJ headquarters. The role drives transfer-pricing processes, applies approved methodologies, and aligns P&L adjustments with business changes across Commercial and Refining. Applicants should have...Senior
$175k - $225k
...three credit ratings agencies, Fitch Ratings... ...variety of market leading tools, methodologies... ...information services with operations in... ...innovating service to our clients. Our people-driven... ...is seeking a Senior Director to join the... ...volunteer days, matched funding for donations and...SeniorTemporary workWork at officeImmediate start3 days per week- A financial management firm in New York is seeking a Fund Accounting & Financial Reporting professional to oversee the preparation and... ...funds. The successful candidate will manage investor reporting, lead audit processes, and ensure compliance with regulatory requirements...Senior
- ...Search is partnering with a leading global quantitative... ...Relations team in New York. Our client takes a scientific... ...will work closely with Senior Relationship Managers and the Client Service team to build and deepen... ...asset management, hedge fund, investment consulting,...Full timeWork at office
$97.2k - $121.51k
...difference - for its employees, clients, and society? Are you... ...future.Your new roleAs our new Senior Lead Consultant with air quality compliance... ...challenging problems. The services and support provided to our... ...with client and regulatory agency interactions/communicationsSupporting...SeniorFull timeLocal area- Bright Professional Advisors seeks a driven Senior Territory Manager to lead agency growth across Medicare, Health, Life, and Final Expense products. Recruit, train, and support licensed agents while expanding partnerships and driving production within the assigned territory...Senior
- OSTTRA is seeking two Client Services Associates in New York to lead onboarding, manage client relationships, and resolve operational and technical issues. You will engage across core initiatives, documenting requirements, and driving efficiency in daily workflows. The...Senior
$125k - $175k
...Neuberger is seeking a Senior Manager to lead Funds Client Services & Support the team that stands behind our funds... ...You will also govern the external transfer agent and NSCC processing that... ...distribution partners. As Transfer Agency lead on new fund launches and ETF...SeniorFull timeWork at officeLocal areaShift work$80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing... ...Gen II's standard of technical excellence, client service, and operational integrity. Primary Responsibilities...SeniorWork at officeRemote work3 days per week- ...place. We’re a creative staffing agency that wants the best for you... ...closer look at what we offer Senior Copywriter (Agency) Full time... ...Marketing and Advertising Our client is seeking a Senior Copywriter... ...and an understanding of client services to shape concepts and messaging...SeniorFull timeImmediate startRemote work
- ...millions of users use our products and services. We’re currently looking for a Senior/ Lead of User Acquisition to join Logos... ...management — sourcing UGC, agencies, and freelancers through Fiverr/Billo... ...public holidays off. Use our transfer service when needed and adjust...SeniorFreelanceWork at officeRemote workFlexible hours
- ...different Citi Wealth client segments. The position... ...and Citi as a whole. The Senior Portfolio Specialist will... ..., risk identification, fund and capital market... ...field expansion of self‑service analytical tools that enable... ...goals and generational transfer requirements. Perform...SeniorWork at office
$200k - $250k
...Senior Managing Director- Private Equity and Hedge Fund Accounting (CFO Services) Full-time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory...SeniorPermanent employmentFull timeWork at officeLocal areaWorldwide$210k - $260k
...that collaborates with clients to drive strategic growth... ...Application Managed Services (AMS) business. It spans... ...and delivery leadership Leads Huron's Workday... ...future. Position Level Senior Director Country United... ...benefits, promotions, transfers, training, and all other...SeniorLocal areaImmediate start$30k - $100k
...EOR) Tidio is the customer service platform that aligns AI and people... ...of their users. But our clients are not the only ones who can... ...product is one of the world's leading AI customer service solutions... ...acquiring, activating, and growing agency and ecommerce partners. You'...SeniorContract workCurrently hiringRemote workFlexible hours- ...Senior Fund Accountant | Alternative Investments | NYC We’re partnering with a growing alternative investment manager looking to add... ...• Coordinate with external auditors, tax providers, and other service partners • Assist with capital calls, distributions, and investor...SeniorFull time
$100k - $120k
...Overview WANTED Experienced Senior Underwriter - Agency | Non-Agency! Remote is an Option This... ...house underwriting, doc preparation, and funding for loans up to $10 million, we are... ...providing fast, efficient, and transparent service for homebuyers, realtors, and...SeniorLocal areaRemote work$130k - $160k
A leading recruitment agency seeks a seasoned Sales Executive to drive sales for a Hedge Fund SaaS company in New York. Candidates should have over 5 years of experience and a strong understanding of Collateral, Treasury, and Securities Financing. This full-time position...SeniorFull time- A recruitment agency is looking for a Fund Lifecycle Specialist based in New York. This role involves overseeing the full lifecycle of investment funds, from setup to wind-down, requiring strong project management skills and a bachelor’s degree in finance or a related...
- ...Senior Accountant Senior Accountant (Fund) is responsible for coordinating and delegating... ...of their particular clients. This position acts as a “Team Lead” to ensure that the... ...all team wires/transfers prior to treasury... ...Excellent client service skills with an aptitude...SeniorFull time
$147.05k - $215k
...of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting... ...Advisory and future priority add-on products Lead with an integrated marketing approach inclusive...SeniorFull time- ...and Branded Merchandise space to hire a Senior Account Manager focused on their North... ...manage and grow an existing portfolio of clients while identifying new commercial opportunities... ...who combines exceptional customer service with a strong sales mentality and can manage...SeniorRemote work
- Genius Sports is seeking a senior sales professional to own and grow a high-impact book with holding-company agencies and brand clients in the United States. You will source, lead, and close multi-million dollar deals, coordinating discovery, ideation, pitches, negotiations...Senior
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