CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Investor Services Manager to join our Fund Administration group in our West, Midwest, Northeast, or Sunbelt office.
Job Functions
• Primary responsibility for investor services aspect of client relationships and service delivery
• Develop best practices and procedures for onboarding of clients and client deliverables
• Provide oversight and development of investor services team members
• Perform review of investor subscription documents for completeness
• Perform KYC/AML review of investor subscription documents
• Ability to review and understand offering documents, such as LPA and PPM, of private equity funds
• Work with various software platforms to lead the setup and management of Investor Portals
• Identify and report risk issues and develop appropriate controls to mitigate risk issues
• Identify areas for creating operational efficiencies and complete special projects as needed
• Liaise with internal fund administration team and lead Investor Services aspect of client meetings
Job Requirements
• 8 years’ experience in Investor Services or related field, ideally with a fund administrator
• Bachelor's degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.)
• CAMS Certification preferred.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Skills Required
- 8 years' experience in Investor Services or related field
- Bachelor's degree
- CAMS Certification
CLA (CliftonLarsonAllen) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).
-
Parental & Family Support — Paid parental leave, adoption assistance, and family-building programs are emphasized alongside resources for caregivers and nursing parents. These offerings indicate meaningful support for major life events and family needs.
-
Leave & Time Off Breadth — Flexible PTO for eligible roles, paid holidays, and volunteer time off point to a broad time-off portfolio. These options expand scheduling flexibility beyond standard vacation.
-
Wellbeing & Lifestyle Benefits — Wellness and mental-health programs include virtual care, counseling, CBT tools, condition-management, and a wellness stipend. Added lifestyle supports such as Hinge Health and Omada broaden wellbeing resources.
CLA (CliftonLarsonAllen) Insights
What We Do
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
.jpeg)
