Investor Onboarding Lead - Private Markets
stepstone.fr
StepStone in Charlotte is seeking an Associate of Investor Servicing to manage the full lifecycle of investor onboarding for private markets funds. You will coordinate with Legal, Compliance, Fund Administration and Business Development to ensure timely approvals and accurate documentation. You will guide investors through subscription docs, tax forms, AML/KYC, and maintain data integrity across platforms while driving process improvements using automation and AI-enabled solutions. #J-18808-Ljbffr stepstone.fr
- StepStone Group is seeking an Associate of Investor Servicing in Charlotte to manage the onboarding of investors into our investment vehicles and coordinate... ...will have 5-7+ years of onboarding experience in private markets and a proven ability to deliver accurate, #J-188...Private
- ...Associate, Client Onboarding - Investor Services Charlotte Position Overview... ...timelines. Host and lead launch call series with key... ...onboarding investors into funds with private equity, venture capital,... ...of the private equity market and StepStone's offerings within...Private
- ...The Principal Consulting Lead is the most senior role within the... ...experience in financial services, private equity, investment banking is... ...expertise in private capital markets, financial services, or... ...firms find and win business, onboard clients safely and manage risk...PrivateLocal areaWorldwideFlexible hours
$123.2k - $274.56k
...are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience... ...teams to execute paid search, SEO, paid social and paid media• Lead agency management and coordination• Establishes the budget and has...PrivateFull timeTemporary workPart timeWork experience placementWork at office- ...commitment of our employees are key factors in our company’s growth, market presence and our ability to help our clients stay a step... ...people who work here.NTT DATA Services currently seeks a APP Onboarding Lead / Solutions Lead to join our team in Charlotte, North...SuggestedFor contractors
$125k - $175k
...platform to include a growing range of private markets strategies alongside our multi-asset, SMA... ...advisors, for our people and for our investors. At AssetMark your ideas matter; they’re... ...we show up every day. We believe in:Leading with Heart, in truly making a difference...PrivateFull timeWork at officeRemote workFlexible hours$133k - $227k
...Kleinfelder is seeking a Division Transportation Market Leader to join our East Division Leadership Team and lead our Transportation Market growth strategy. This role... ...’ transportation, water, energy, and other private infrastructure. As a responsive, cross-disciplinary...PrivateLocal area- ...consulting services to public and private sector clients, delivering... ...Survey Group Manager to lead and grow our Survey Department... ...recruiting, interviewing, hiring, and onboarding new team members.Enforce... ...organizations, and strategic marketing efforts.Generate and document...PrivateFull timeWork at officeLocal area
- ...centers on preparing internal and external presentations, monitoring market dynamics, and supporting leadership with data-informed... ...Based in Charlotte, NC, this office-centric role collaborates with Investor Relations, Communications, and executive teams to deliver...Work at office
- ...Head of Investor Relations, Credit Fund About the Company Globally-recognized provider of billing, distribution, & marketing solutions for video game developers Industry Computer Games Type Privately Held Founded 2005 Employees 1001-5000 Categories...PrivateLocal area
- ...Managing Director, Capital Markets About the Company Industry... ...Services Type Privately Held About the Role The... ...candidate will be responsible for leading the origination and expansion... ...relationships with corporate issuers, onboarding new issuers, and taking...Private
- ...Market Manager, Charlotte RegionThe Wake Forest University Center for Private Business is seeking qualified candidates for the role of Market Manager, Charlotte Region... ...responsibility for member prospecting, recruitment, onboarding, and retention, as well as continued...PrivatePart timeWork at officeRemote work
- ...Vice President, Marketing (Go-to-Market) About the Company Innovative... ...E-Learning Type Privately Held, Private Equity-backed... ...in the flow learning onboarding professional development... ...candidate will be responsible for leading a team that is instrumental...Private
- ...located in Charlotte, North Carolina, seeks a Partner Lifecycle Manager to lead the recruitment and onboarding of indirect reseller partners. This role involves working closely with Sales, Marketing, and Product operations to drive effective alignment and long-term...
$88.9k - $150k
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and... ...local agencies, identifies opportunities for market expansion, and partners with regional and... ...your set working hourshave a safe, private, and distraction-free environment in which...PrivateFull timeH1bWork at officeLocal areaRemote workShift work- Lincoln Financial Group in Charlotte, NC is seeking a Supervisor of EDI Onboarding to lead a team of about 15 specialists within the Group Protection Operations Team. You will guide onboarding and processing of member transactions to ensure accurate employee benefits administration...
- ...Vice President, Investor Relations & Capital Markets About the Company Leading provider of online diabetes & obesity prevention programs Industry Hospital & Health Care Type Privately Held, VC-backed Founded 2011 Employees 501-1000 Funding...
- ...About this role:Wells Fargo is seeking a Lead Underwriter within the Cards and Personal... ...stakeholders, including Wealth Advisors, Private Bankers, Risk, Compliance, Operations, and... ...of all applicable risk programs (Credit, Market, Financial Crimes, Operational,...PrivateFull timeWork experience placementWork at officeRelocation package
- ...About this role:Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending... ...verbally and in writing. Drive private banking credit execution to deliver high... ...risk on lending facilitiesExperienced in Marketable-Secured lending facilitiesExperienced in...PrivateFull timeWork experience placementWork at office
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...FLMiami, FLAtlanta, GAThis position may sit in additional major market locations within the Wells Fargo footprint.Posting End Date: 1...PrivateFull timeWork experience placementWork at office
$60 - $75 per hour
IAM Application Onboarding Team LeadRole OverviewWe are seeking an experienced IAM Application Onboarding Team Lead to oversee the integration of enterprise applications into an Identity Governance and Administration (IGA) platform. This individual will provide technical...Contract workTemporary workRemote work$170.26k - $200.3k
...One.Job DescriptionU.S. Bank is seeking a Market Enablement to drive full... ...emphasis on external customer engagement, onboarding, partnerships, and ecosystem activation.... ...digital asset and money movement products.Lead launches from testnet to mainnet, including...Full timeLocal area- ...Join to save Investor Relations Analyst at Mach Partners Investment firm looking for another well-rounded member: Good mix or investor... ...Finance and Project Management Industries: Venture Capital and Private Equity Principals, Investment Banking, and Investment Management...PrivateFull time
$107.9k - $195.05k
...is ahead!We are looking for a Lead Substation Protection & Controls... ...our work with more than 50 investor-owned utilities, more than 160... ..., local utility providers and private developers. In addition to providing... ...equity, alignment with market data, applicable bargaining agreement...PrivateFull timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...including public and private fixed income, public and... ...conversation through onboarding and beyond, serving as... ...services, and capital markets capabilities — or the... ...largest institutional investors. We invest in the growth... ..., Be Client Obsessed, Lead with Integrity, Own It...PrivateFull timeWork at office
- Pickle Jam and Salsa Kitchen is seeking a Vendor Business Opportunity Investor to help accelerate growth in the handcrafted food sector. This role involves providing capital for expansion, guiding teams, and enhancing brand visibility. Ideal candidates should have over...Remote jobLocal areaWork from homeFlexible hours
$225k - $300k
...Execution (“LFE”) is responsible for leading the overall strategy, deal... ...(“CSG”) group and Middle Market Banking. This team serves in... ...screening, credit approvals, client onboarding, negotiating credit... ...services to our clients and private equity relationships. Work closely...PrivateWork at officeRemote workWork from homeFlexible hours- ...Lead Receptionist | Reception [COC0017016] ProSidian Seeks a Lead Receptionist | Reception... ...Responsible for reception training and onboarding. Other Details ~ Acts as escalation... ...the most significant challenges across private, public, and social sectors Curiosity...PrivateFull timeContract workFor contractorsWork at officeFlexible hours
- INTEGRATION APPLIANCE, INC. in Charlotte, NC is seeking a Marketing Director for Financial Services. This dynamic leader will drive go-to... ...and establish Intapp as a trusted partner in transforming private capital markets. The key responsibilities include developing industry...Private
- ...Lead Receptionist | Reception [COC0017214] ProSidian is a Management and Operations... ...complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and... ...Responsible for reception training and onboarding. Other Details Acts as escalation point...PrivateFull timeContract workFor contractorsWork at officeRemote workFlexible hours
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