Institutional Client Transformation Director - Private Markets
twentyAI
I'm partnering with a leading technology company at the forefront of private markets, looking to hire someone to work with some of the industry's most sophisticated investment firms. This is a highly consultative, client-facing role where you'll partner with C-suite executives, technology leaders, and operations teams to redesign business processes, modernize operating models, and deliver large-scale transformation programmes across private markets. If you enjoy solving complex business challenges, influencing strategic technology decisions, and working at the intersection of consulting, operations, and enterprise software, this is an opportunity to make a significant impact. What you'll be doing Lead enterprise transformation programmes from onboarding through long-term client success. Partner with executive stakeholders to assess current operating models and design future-state business processes. Map complex system landscapes across fund administration, CRM, data warehouses, LP portals, and investment platforms. Drive business process re-engineering, identifying opportunities to automate, streamline, and improve operational workflows. Bridge business objectives with technical delivery teams to ensure successful implementations. Support AI-enabled workflow transformation by identifying automation opportunities and shaping future operating models. Lead executive steering committees, provide strategic updates, and manage key stakeholder relationships throughout implementation. Develop implementation frameworks and best practices that can be leveraged across future enterprise clients. What we're looking for 8-15 years' experience within management consulting, enterprise SaaS, digital transformation, or private markets technology. Strong understanding of private markets, alternative investments, fund administration, or institutional asset management. Experience leading complex business transformation or enterprise implementation programmes. Ability to map business processes, system architecture, and operating models across multiple platforms. Excellent executive communication and stakeholder management skills. Experience translating complex business requirements into structured solutions and implementation roadmaps. Exposure to AI, workflow automation, or enterprise process improvement initiatives is highly desirable. Comfortable working in fast-paced, ambiguous environments with senior client stakeholders. #J-18808-Ljbffr twentyAI
$214k - $281k
About Juniper Square Private markets are one of the largest, most complex, and most underserved corners of global finance... ...private markets firms. We are looking for an Institutional Client Transformation Director to serve as a strategic transformation partner to our...PrivateFull timeWork at officeLocal areaRemote workWork from homeFlexible hours- Juniper Square is hiring an Institutional Client Transformation Director based in New York. You will be the strategic transformation partner for top... ...and shaping what Juniper Square builds to fit large private markets firms. You will map complex architectures, integrate...Private
- ...services. The Firm's employees serve clients worldwide including corporations,... ...solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental... ...institutional and sophisticated private wealth clients, with a particular...PrivateTemporary workWork experience placementWork at officeWorldwide
$140k - $170k
...Senior Manager, Investor Marketing to lead the firm's global institutional investor marketing strategy. Reporting to the Director of Investor Marketing - Institutional... ...forums, and exclusive client engagement opportunities.... ...within real estate, private markets, alternative...PrivateWork at officeLocal area- ...LLCJob DescriptionTitle: Vice President- Institutional Marketing - Private Equity Advisory FirmType:... ...permanentLocation: New York, NYJob description:Client seeks institutional marketing... ...and attending meetings with Managing Directors.• Firm Development - As a young, high...PrivatePermanent employment
- ...projects and traditional financial institutions moving into crypto.... ...players in the digital asset markets: we are connected and partnering... ...derivatives business across key client segments and strategic... ...alongside standard perks like private medical insurance. Note For candidates...PrivateWork at officeVisa sponsorship
- Aksia is seeking a Private Markets Business Development Professional focused on US Small/Mid-Size Institutions. This role involves developing institutional relationships and managing... ...the delivery of tailored solutions to clients. The successful candidate will have a...PrivateRemote jobWork at office
- ...Software Sales Executive (Associate Client Development Director) who will be a sales executive covering our Investment Banking and Private Capital Markets clients. The Sales Executive will... ...Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate...PrivateFull timeLocal areaRemote workFlexible hours
- ...HERE TO SEE *ALL* OF OUR JOB OPENINGS!Director of Marketing (Brand & Communications)Looking for a... ...and a handful of high-impact private dinners each year (no booths) that bring... ...construction, proptech, or a similar institutional buyer — you know this audience doesn'...PrivateFor contractorsWork at officeRelocation
- Apollo Global Management is seeking a Director to join the Transformation Management team, with a focus on private credit and private markets data initiatives. This role will partner closely with Origination, Product Structuring, Portfolio Management, and Quantitative teams...Private
- ...power of perspective to guide our clients toward achieving their objectives. The Head of IA Marketing (VP) is a member of the U.S.... .... As a Vice President of Institutional Advisor Channel Marketing within... ...leading investment management and private banking solutions. Asset...Private
$50k
...Position Summary: The AFA Grant Writer & Institutional Partnership Engagement Manager will... ...closely with the President & CEO and the Director of Development to help manage AFA’s current... ...for a defined portfolio of private and family foundations and government entities...Private$167k - $200k
OverviewThe Director of Marketing, Affordable & Mixed-Income Housing is responsible... ...public-sector, nonprofit, institutional, and community-based... ...housing delivery models, public-private partnerships, community... ...or supporting public-sector clients, community-based partners,...Private- ...health tech company that’s founder-led and privately held, we empower our employees to push... ...will evolve our customer engagement marketing strategic plan. They will empower our customers... ...and influencing stakeholders to institute advocacy and engagement best practices....PrivateWork at officeRemote work
- ...Group is seeking a Business Development Director to focus on alternative investments in... ...strategies to enhance relationships with institutional investors, while collaborating closely... ...and a strong understanding of private equity and related fields. This position...PrivateFlexible hours
- ...WHO YOU ARE The Director of Capital Markets supports the VP, Capital Markets... ...and most sophisticated private investment firms in the world... ...at a top-tier financial institution or in-house capital... ...today’s dynamic digital transformation. Our world-class data centers...PrivateWork experience placementImmediate startWorldwide
$240k - $260k
...rethinking possibilities for our clients. By delivering the combined... ...DescriptionDirector, Private Markets Technology (Private Credit... ...estate, the firm delivers institutional investment capabilities and... ...regulatory compliance.Your RoleAs Director, Private Markets Technology...PrivateFull timeWork at officeFlexible hours$120k - $150k
POSITION SUMMARY Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...partnering closely with other market stakeholders such as Practice...PrivateTemporary work- ...reasoning systems within financial markets. Autonomous is an agentic... ...on it with precision. The Client Director helps that vision reach our... ...-worth clients at a leading private bank, registered investment... ...family office, or comparable institution Active, daily use of AI...PrivateWork at office
- P2P is seeking an Institutional Business Development Director in New York to drive institutional expansion across financial markets. The ideal candidate will engage with institutional counterparties and manage strategic commercial relationships. This role includes responsibilities...
$135k - $165k
...survive. But in healthcare, patients lack market power. Which means they are expected to... ...channels. If you’re ready to help us transform healthcare, we want to hear from you!You... ...guided by oursix core values. Zocdoc is a private company backed by some of the world’s leading...PrivateWork experience placementFlexible hoursShift work$210k - $260k
.... The Job The Senior Director of Corporate Development... ...and the financial markets; and this role is also... ...cultivating relationships with institutional investors to enhance... ..., and ESG‑focused private equity firms to expand... ...structures for new clients, including Joint Ventures...PrivateBank staffWork at office$150k - $225k
...active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit... ...Position Description We are seeking a Vice President, Institutional Channel Marketing Manager to join our data-driven, audience...PrivateFlexible hours- Morgan Stanley's Graystone Consulting is seeking an Institutional Consulting Relationship Manager to deliver premier service to institutional clients and support Financial Advisors and Private Wealth Advisors daily. This senior role focuses on proactive relationship management...Private
- Director / VP - Capital Formation, Marketing & Business Development Location: New York, NY Position Overview A... ..., family office, consultant, and institutional investor landscape. The ideal hire... ...development within hedge funds, private equity, alternative asset...PrivateWork at office
- Position Summary Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Institutional Consulting Relationship Manager is a senior service...Private
$200k - $240k
...management firm is looking to hire a Head of Market Data Procurement to join their team... ...business serving financial institutions, including private equity, hedge funds, investment banks... ...owns strategy, P&L, team leadership, client relationships, and business growth, with...PrivateWork at officeRemote work- ...Family Office (MSFO) within Private Wealth Management is responsible... ...solutions to Family Office clients across investment management... ...Investment Office and Institutional Securities Group.The Family... ...Client Coverage VP / Executive Director serves as a senior leadership...PrivateWork at office
- ...with a clear path to Chief Marketing Officer. You will take ownership... ...strategy to expand from HNW clients to a broader national... ...brand awareness across both institutional and retail audiences Develop... ...: Wealth managers, RIAs, or private banks, Family offices or UHNW...PrivateFlexible hours
- ...and premium sponsorships, tailored to each market.Join us if you’re excited to shape global... ...compelling commercial solutions for clients.Lead the full sales cycle—from outreach and... ...advantages while saving for your future.Private health, dental and vision insurance with...PrivateFlexible hours
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