Operations

• Design, document, and run day-to-day fund operations (NAV/reporting, cash & custody, capital activity, compliance administration).
• Manage service providers (administrator, auditor, custodian, distributor/principal) and board deliverables; drive timely public reporting, TSRs, and related filings.
• Lead audit planning and execution; maintain PCAOB-grade controls and independence protocols.
• Oversee liquidity and repurchase calendars in coordination with portfolio and admin; ensure accurate shareholder servicing.
• Chair operating cadence with distributor for advertising review and sales enablement.
• Build and mentor a high-bar operations team; implement SOPs and risk controls.

Director of Operations, Retail Funds

Operations Manager

Senior Planning & Operations Specialist

Director, Care Operations

Director, Operations Analytics – Workforce Optimization

Vice President, Delivery & Deployment Operations