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About the Role

We are seeking a Director, US Wealth Investor Services to lead the design, execution, and continuous evolution of the servicing model supporting our U.S. Wealth platform, with a focus on alternative investment solutions. This role is responsible for delivering a high-quality, scalable servicing experience across financial advisors, investors, and intermediary partners. The Director will own the end-to-end investor lifecycle and drive operational efficiency, productivity, and service quality through process design, technology enablement, and cross-functional partnership. Success will be defined by the ability to build a disciplined, metrics-driven servicing function that scales with the business while maintaining a consistent best-in-class investor experience.

Responsibilities

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

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.

Skills

Investor Servicing Expertise: Deep knowledge of alternatives and traditional products, investor lifecycle servicing, and wealth platform operations, including experience with evergreen and semi-liquid structures.
Operational Leadership: Demonstrated ability to build and scale servicing models, improve workflows, and drive operational efficiency in a growth-oriented environment.
Advisor & Client Experience Focus: Strong understanding of advisor needs and the role servicing plays in enabling distribution success.
Collaboration & Influence: Proven ability to partner cross-functionally and build relationships with internal teams and external stakeholders.
Management: Accountable for leading, developing, and coaching a team of Analysts and Managers, driving performance and ongoing talent progression.
Technology & Process Orientation: Experience leveraging CRM systems, investor platforms, and reporting tools to improve servicing outcomes and advisor productivity.
Strategic Execution: Ability to translate strategy into execution while operating effectively at both strategic and tactical levels.

Location

Work Type

Hybrid

Experience Level

10-15+ years

Salary/Compensations

USD 120,000 - 225,000

Benefits

Retirement plan
Health and wellbeing
Dental
Vision
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)

About the Company

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Equal Opportunity

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.