Director, Investor Services US Wealth

About Us Wellington Management offers investment management capabilities across nearly all segments of the global capital markets. Our solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, supported by proprietary research and a collaborative culture. Role Overview The Director, US Wealth Investor Services will lead the design, execution, and continuous evolution of the servicing model supporting our U.S. Wealth platform, focusing on alternative investment solutions. The role delivers a high‑quality, scalable servicing experience across financial advisors, investors, and intermediary partners, and owns the end‑to‑end investor lifecycle. Responsibilities Lead the investor services function supporting advisors, investors, and intermediary partners. Define and scale a high‑quality servicing model, including service standards, SLAs, escalation protocols, and overall operating framework. Own and manage a KPI‑driven servicing model, accountable for performance across responsiveness, resolution, platform activation, advisor experience, and operational throughput. Serve as the senior escalation point for complex onboarding, subscription/redemption activity, servicing inquiries, and platform‑related issues. Oversee the end‑to‑end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting across product structures. Partner with Distribution and National Accounts to support platform onboarding, integration, and advisor servicing, while maintaining key relationships with custodians, transfer agents, and service providers. Drive operational efficiency and scalability through workflow optimization, automation, and technology enablement across CRM, investor platforms, and reporting tools. Lead cross‑functional coordination and team execution, including readiness for product launches, platform expansion, and new distribution relationships, while maintaining strong compliance and risk management practices. Essential Skills Deep knowledge of alternatives and traditional products, investor lifecycle servicing, and wealth platform operations, including experience with evergreen and semi‑liquid structures. Demonstrated ability to build and scale servicing models, improve workflows, and drive operational efficiency in a growth‑oriented environment. Strong understanding of advisor needs and the role servicing plays in enabling distribution success. Proven ability to partner cross‑functionally and build relationships with internal teams and external stakeholders. Accountable for leading, developing, and coaching a team of analysts and managers, driving performance and ongoing talent progression. Experience leveraging CRM systems, investor platforms, and reporting tools to improve servicing outcomes and advisor productivity. Ability to translate strategy into execution while operating effectively at both strategic and tactical levels. Other Qualifications 10–15+ years of experience in investor services, private wealth servicing, alternatives operations, or wealth platform infrastructure. Significant experience supporting alternative investment products within the U.S. Wealth channel. Strong knowledge of onboarding, suitability, subscription/redemption processing, and transfer agency coordination. Proven leadership experience with the ability to manage teams and cross‑functional initiatives. Strong communication, problem‑solving, and stakeholder management skills. Ability to operate effectively in a fast‑paced, growth‑oriented environment. Benefits Base salary range: USD 120,000 – 225,000. Other rewards may include a discretionary corporate bonus and/or incentives. Comprehensive benefits include retirement plan, health, dental, vision, pharmacy, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The company offers a flexible work environment with a hybrid schedule. Equal Opportunity Employer Wellington Management is an equal opportunity employer. We ensure equal consideration for all qualified applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, and other protected characteristics. For accommodations, email View email address on click.appcast.io. Additional Information For more information, visit #J-18808-Ljbffr Wellington Management Company