Director of Fund Operations and Business Management

Job Description

Job Description

Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams

Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.

As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:

• Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.
• Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.
• Support compliance initiatives, including regulatory filings, policy development, and committee participation.
• Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.
• Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.
• Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.

Compensation & Benefits

• Competitive and generous Base Salary:
• Annual bonus
• Employee equity participation program
• 401(k) with company match
• Comprehensive medical, dental, and vision coverage
• Paid parental leave
• 20 days PTO plus market holidays
• Remote work and commuter reimbursement
• Professional education reimbursement

This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.

• 10+ years of experience in investment management or a related financial services environment.
• Strong knowledge of mutual funds, investment operations, wealth management, and financial markets.
• Leadership experience managing teams, vendors, and cross-functional projects.
• Experience in compliance, finance, technology, or business operations is highly valued.
• Excellent communication, organizational, and relationship management skills.
• Entrepreneurial mindset with a desire to make a meaningful impact within a collaborative, growing firm.

Preferred Qualifications

• MBA, CFA, CFP®, CIMA, or other advanced credentials.
• Experience with international markets or global investment operations.