Senior Director, Fund Administration – Core IS

Juniper Square

Senior Director of Investor Services at Juniper Square managing complex client relationships and leading operational excellence. Responsible for strategic oversight and team development in investor services.

Posted 6/23/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $165,000 - $210,000 per yearWebsite

About the role

Key responsibilities & impact

Own 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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

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Hard Skills & Tools

investor servicesAML complianceKYCcapital activitytreasury workflowsCRM systemsinvestor portal managementquality assurance programsdata-driven decision-makingorganizational design

Soft Skills

executive presencecommunication skillsleadershipstrategic thinkingcross-functional alignmentoperational risk managementbuilding structure in ambiguityaccountabilityteam health managementclient relationship management