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About the Role

Lead the execution and ongoing management of Opto's private market offerings and drive the team's growth. Own operational workflows for fund activity, investor onboarding, and capital events, ensuring accuracy and a high-quality client experience. Design scalable processes, systems, and controls. This role involves hands-on execution with a path to management, reporting to the Head of Private Market Operations.

Responsibilities

Own the full day-to-day execution of private market activity across the funds and the combined lifecycle of funds and investors from launch through wind-down.
Coordinate subscription, capital call, and distribution activity with the administrator, reviewing calculations, notices, and investor records for accuracy.
Manage subscription documentation, investor records, and compliance-related workflows; monitor and reconcile investments, following up with General Partners and managers for missing or more detailed information.
Oversee fund administrators, custodians, and other third-party providers, holding them to quality and turnaround standards.
Handle complex or high-stakes operational situations directly.
Lead the operational workstream for new fund launches, building the operating model from term sheet through go-live and developing playbooks for repeatability.
Review investment and fund documents (LPAs, PPMs, subscription documents, side letters, and administrator agreements) to translate terms into operational requirements, workflows, and controls.
Design, document, and evolve operating processes, SOPs, and service level agreements to support growth and increasing complexity.
Define and track Key Performance Indicators to ensure workflows are properly managed and fix bottlenecks.
Set the standard for day-to-day operational support to clients and investors, leading onboarding, implementation, and ongoing servicing across private market products.
Deliver post-trade confirmations, capital activity reporting, and operational communications.
Lead the operational side of enterprise client engagements, including onboarding and implementation for large RIA relationships.
Partner with the Commercial team on client delivery and issue resolution, serving as the senior operational escalation point.
Project-manage complex, cross-functional initiatives end-to-end, including scoping requirements, building timelines, coordinating stakeholders, and driving delivery.
Partner with Product and Engineering teams to design scalable workflows, defining operational requirements and identifying automation and control enhancements.
Manage vendor and provider projects (conversions, new integrations, service transitions) with clear plans, owners, and accountability.
Provide training, guidance, and mentorship to analysts on the team, and partner to take on hiring and management responsibility as the business scales.

Requirements

7+ years of relevant work experience in financial services or investment operations, with a focus on private markets.
Deep, hands-on expertise across the private fund and investor lifecycle: onboarding, subscriptions, capital calls, distributions, and ongoing servicing.
Ability to interpret fund documents (LPAs, PPMs, subscription documents, side letters) and translate their terms into operational workflows and controls, including experience supporting new fund launches.
Strong project management skills — ability to scope, plan, and drive complex cross-functional initiatives to completion with multiple stakeholders and hard deadlines.
Experience designing, documenting, and improving operational processes, and working with fund administrators, custodians, and other third-party providers.
Demonstrated leadership potential: mentoring junior team members, leading cross-functional initiatives, or managing a small team.
Direct people-management experience (Bonus).
Experience in a startup environment (Bonus).
Wealth management experience at a broker/dealer or RIA (Bonus).
Registered fund experience (Bonus).

Skills

Private Markets Execution
Capital Activity Management
Fund Launches
Operating Model Design
Client Service
Enterprise Engagements
Cross-Functional Projects
Technology Implementation
Team Growth
Subscription Documentation
Investor Onboarding
Capital Call Coordination
Distribution Coordination
Fund Document Interpretation
Process Design
SOP Development
Service Level Agreements
Key Performance Indicators
Project Management
Vendor Management
Mentorship
Communication
Organization
Attention to Detail
Inquisitive Mindset
Self-Motivation
Emotional Intelligence
Flexibility
Resilience

Experience Level

Senior Contributor
Path to Management

Education Level

College or university degree in business, finance, economics, or related field

Salary/Compensations

$175,000– $200,000

Benefits

Significant equity
Health, dental, and vision
Unlimited PTO
Retirement savings plan (401k)
Learning & Fitness stipends
Paid Holidays

About the Company

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale.
We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology.
Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Equal Opportunity

Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.