Supports oversight of transfer agents, financial intermediaries, servicing providers, and compensation arrangements for U.S. investment products. Monitors service performance, controls, incidents, due diligence, onboarding, operational readiness, and issue resolution. Partners with Distribution, Product, Compliance, Legal, and Operations teams to support product changes, governance, reporting, regulatory initiatives, and continuous process improvement across mutual funds, ETFs, closed-end funds, and separately managed accounts.

Supports senior institutional sales, consultant relations, and relationship management professionals. Responsibilities include coordinating external meetings, maintaining Salesforce client and prospect data, managing market intelligence tools and vendors, identifying target audiences, coordinating RFPs and fee proposals, and developing conference outreach strategies. Requires institutional asset management knowledge, investment product and capital markets understanding, strong communication, analytical ability, multitasking, and relationship-building skills.