Director, Investor Services

Wellington Management

Director of Investor Services leading design and execution of servicing model at Wellington Management. Driving operational efficiency and high-quality experience for financial advisors and investors.

Posted 6/16/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesLead💰 $120,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the investor services function supporting advisors, investors, and intermediary partners across investment products
Define and scale a high-quality servicing model, including service standards, SLAs, escalation protocols, and overall operating framework
Own and manage a KPI-driven servicing model, with accountability for performance across responsiveness, resolution, platform activation, advisor experience, and operational throughput
Serve as the senior escalation point for complex onboarding, subscription/redemption activity, servicing inquiries, and platform-related issues
Oversee the end-to-end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting across product structures
Partner with Distribution and National Accounts to support platform onboarding, integration, and advisor servicing, while maintaining key relationships with custodians, transfer agents, and service providers
Drive operational efficiency and scalability through workflow optimization, automation, and technology enablement across CRM, investor platforms, and reporting tools
Lead cross-functional coordination and team execution, including readiness for product launches, platform expansion, and new distribution relationships, while maintaining strong compliance and risk management practices

Requirements

What you’ll need

10–15+ years of experience in investor services, private wealth servicing, alternatives operations, or wealth platform infrastructure
Significant experience supporting alternative investment products within the U.S. Wealth channel
Strong knowledge of onboarding, suitability, subscription/redemption processing, and transfer agency coordination
Experience working with wirehouses, RIAs, private banks, and broker-dealers
Proven leadership experience with the ability to manage teams and cross-functional initiatives
Strong communication, problem-solving, and stakeholder management skills
Ability to operate effectively in a fast-paced, growth-oriented environment

Benefits

Comp & perks

retirement plan
health and wellbeing
dental, vision, and pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

KPI-driven servicing modelonboardingAML/KYCsubscriptionsredemptionsaccount maintenancereportingworkflow optimizationautomationtechnology enablement

Soft Skills

leadershipcommunicationproblem-solvingstakeholder management