As Executive Director for Alternative Funds Investor Relations within Fund Services Operations, you will report to the Global Head of Transfer Agency Operations and lead end-to-end Investor Relations service delivery for Alternative Funds. You will be accountable for deal execution oversight, cash and settlement oversight, investor/client reporting, and query management.
You will lead a domestic team based in New York, ensuring timely, accurate, and well-controlled delivery while advancing a modern, scalable operating model. In close partnership with Product, Product Development, and Technology, you will execute the operating strategy, enhance the client experience, and drive 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.
Required Qualifications, Capabilities, and Skills:
- 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- 7+ years senior leadership running multi-location, high-volume operational teams (approx. 30-60+ headcount) with SLA and risk accountability
- Domain expertise in fund services / transfer agency / investor relations, with depth in alternatives operating models
- Proven ability to execute complex change across operations, product, and technology and deliver measurable results
- Strong stakeholder management and ability to influence senior leadership and cross-functional partners
- Deep command of operational risk and control disciplines including governance, issue management, remediation, and audit/regulatory readiness
- Data-driven operator able to build performance transparency, diagnose root causes, and drive sustained improvements
- Experience modernizing investor relations delivery via workflow digitization, data standardization, and reporting/platform enhancements
- Demonstrated delivery of AI-enabled operational improvements (intelligent case routing, exception analytics, automated responses, document/report automation) with controls
- Experience supporting global alternatives products (private equity, private credit, real assets, hedge funds) and related lifecycle events
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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