Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your roleOur Investor Services team is a core part of Juniper Square's Fund Administration business, responsible for delivering investor operations, AML compliance, and treasury services to private markets fund managers globally. As we grow into larger, more complex client engagements, we are building a senior layer of leadership capable of owning that scale.
We are seeking a Senior Director of Investor Services to serve as a senior operational leader within the Investor Services function. You will oversee a portfolio of Directors and their teams, own accountability for our largest and most strategically significant client relationships, and lead the organizational design work required to support the business through its next phase of growth. This is a genuine leadership position that requires equal parts vision and discipline, and the credibility to operate at the intersection of client, product, and operations at the highest level.
What you'll doOwn end-to-end accountability for Investor Services delivery across a portfolio of the firm's largest and most complex client relationships, including major enterprise engagements requiring white-glove coordination and executive-level partnership.
Lead, develop, and hold accountable a team of Directors and their globally distributed organizations spanning investor onboarding, AML compliance, treasury operations, CRM administration, and investor portal delivery.
Design and execute the organizational structure, staffing model, and capability roadmap required to absorb significant new business volume without sacrificing service quality or team health.
Build and maintain a rigorous quality assurance framework across Investor Services — defining standards, audit mechanisms, and feedback loops that give leadership visibility into operational health and give clients confidence in our execution.
Own the strategic relationship with key enterprise clients, serving as an executive escalation point and a proactive thought partner on how Juniper Square can better serve their evolving needs.
Drive cross-functional alignment with Product, Fund Accounting, Customer Success, Sales, and Compliance to ensure the operating model keeps pace with platform development and market commitments.
Lead workforce planning across a large, globally distributed organization — including headcount modeling, geographic footprint decisions, and succession planning for critical leadership roles.
Establish and own the KPI framework for Investor Services, translating operational data into insights that inform resourcing decisions, client conversations, and strategic planning at the executive level.
Identify and lead initiatives to improve automation, workflow efficiency, and controls — especially in high-volume, high-stakes areas like LP onboarding and capital event processing.
Represent Investor Services in firm-wide strategic discussions, contributing operational perspective and market intelligence to product, go-to-market, and leadership planning.
15+ years of experience in investor services at a fund administrator
10+ years of experience leading managers, including demonstrated experience building and scaling multi-tiered leadership organizations across geographies.
Deep operational expertise across the investor lifecycle — including LP onboarding, AML/KYC, capital activity, treasury workflows, CRM systems, and investor portal management.
Proven track record leading complex, high-stakes client engagements at an enterprise scale, including direct accountability for executive-level client relationships.
Experience owning organizational design — not just managing headcount, but building the structure, roles, and processes a growing business needs before it feels the pain of not having them.
Demonstrated ability to build and operate quality assurance programs that surface operational risk, drive accountability, and improve outcomes at scale.
Comfortable operating across private equity, venture capital, private credit, and real asset fund structures across multiple jurisdictions.
Strong executive presence with the communication skills to operate credibly with sophisticated clients, internal leadership, and distributed teams simultaneously.
Data-driven decision-maker with experience translating operational metrics into strategic action.
Proven ability to lead through ambiguity, build structure in a fast-moving environment, and hold a high standard without defaulting to rigidity.
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don't meet all the qualifications.
CompensationCompensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $165,000–$210,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
Competitive salary and meaningful equity
Health, dental, and vision care for you and your family
Flex Time Off in addition to company paid holidays
Generous paid family leave, medical leave, and bereavement leave policies
401k retirement savings plan
Healthcare FSA and commuter benefits programs
Freedom to customize your work and technology setup as you see fit
Professional development stipend
Monthly work from home wellness stipend while we're all remote
Mental wellness coverage including live coaching and therapy sessions
#LI-Remote
Skills Required
- 15+ years of experience in investor services at a fund administrator
- 10+ years of experience leading managers and building multi-tiered leadership organizations across geographies
- Deep operational expertise across LP onboarding, AML/KYC, capital activity, treasury workflows, CRM systems, and investor portals
- Proven track record leading complex, high-stakes enterprise client engagements and executive-level client relationships
- Experience owning organizational design including structure, roles, and processes for scale
- Demonstrated ability to build and operate quality assurance programs that surface operational risk and drive accountability
- Comfortable across private equity, venture capital, private credit, and real asset fund structures across multiple jurisdictions
- Strong executive presence with high-level client and internal communication skills
- Data-driven decision-maker with experience translating operational metrics into strategic action
- Proven ability to lead through ambiguity and build structure in a fast-moving environment
Juniper Square Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.
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Parental & Family Support — Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
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Leave & Time Off Breadth — Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
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Wellbeing & Lifestyle Benefits — A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.
Juniper Square Insights
What We Do
At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).
Why Work With Us
Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!
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