Executive Director – Head of Transfer Agency (Alternative Funds)

 

Executive Director – Alternative Funds Investor Relations (Service Delivery & Operations)

 

Job Summary

As an Executive Director of the Investor Relations Team Alternative Funds within the Fund Services Operations team, you will be directly reporting to the Global Head of Transfer Agency Operations. You will lead the end-to-end Investor Relations service delivery function for Alternative Funds, accountable for deal execution oversight, cash and settlement oversight, investor/client reporting, and query management. You will run a ~40 FTE organization across Dublin and New York, ensuring timely, accurate, controlled production while driving a modern, scalable operating model. You will partner closely with Product, Product Development, and Technology to operationalize strategy, elevate the client experience, and embed continuous improvement—particularly through AI-enabled capabilities and automation.

 

Job Responsibilities

• Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.
• Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled (including reporting packs, statements, notices, and data-driven deliverables as applicable).
• Lead daily operations across critical workflows, including dealing support, cash processes, settlement coordination, reconciliations/exception management, and investor query intake-to-resolution.
• Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.
• Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.
• Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).
• Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generation—while ensuring appropriate controls and measurable benefits.
• Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.
• Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.

 

Required Qualifications, Capabilities, and Skills

• Proven senior leadership experience (7+ years) running multi-location, high-volume operational teams (c. 30–60+ headcount) with accountability for SLAs and risk outcomes.
• Strong domain expertise in fund services / transfer agency/ investor relations, with depth across alternatives operating models and investor/client servicing expectations.
• Demonstrated ability to execute complex change across operations, product, and technology—turning strategy into shipped improvements and measurable results.
• Excellent stakeholder management skills; ability to influence at senior levels and align cross-functional partners to outcomes.
• Strong command of operational risk and control disciplines (governance, issue management, remediation, audit/regulatory readiness).
• Data-driven operator: able to build performance transparency, diagnose root causes, and drive sustained improvements.

 

Preferred Qualifications

• Experience modernizing Investor Relations service delivery through workflow digitization, data standardization, and reporting/platform enhancements.
• Demonstrated delivery of AI-enabled operations improvements (e.g., intelligent case routing, exception analytics, automated client responses, document/report automation) with clear control frameworks.
• Experience supporting global alternatives products (e.g., private equity, private credit, real assets, hedge funds) and related lifecycle events.

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.