Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Institutional Client Transformation Director role.

Rezi rewrites your resume against Juniper Square's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Institutional Client Transformation Director posting at Juniper Square — free, in seconds.

About the Role

Juniper Square is seeking an Institutional Client Transformation Director to act as a strategic transformation partner for sophisticated clients. Based in New York, you will advise client executives on redesigning core business processes and influencing product development to ensure client success on the Juniper Square platform. You will map complex system architectures, redesign investor ecosystem management, and integrate Juniper Square with existing systems, deploying AI agents to streamline operations. As an embedded operational leader, you will own project health from onboarding to maturity, leveraging expertise in change management and business process re-engineering to transform clients into institutional-grade digital powerhouses.

Responsibilities

Serve as the single client-facing leader across onboarding and product teams for assigned accounts.
Own successful outcomes throughout multi-year engagements and mobilize internal resources for client success.
Partner with client C-Suite, technology leadership, and system architects to map existing systems and design future state architectures with Juniper Square at the center.
Own systems and data flow maps and workflow architecture for execution by other teams.
Lead the redesign of core client workflows, identifying automation, acceleration, or elimination of manual steps.
Bridge client business objectives with Juniper Square's technical execution, ensuring accurate representation of business needs in product conversations and aligning timelines to client goals.
Identify workflow automation candidates and define AI agent requirements.
Build and execute organizational change strategies within client organizations, managing political and psychological dynamics to drive buy-in and adoption.
Own the executive-level narrative for accounts, providing updates on implementation progress, capability delivery, and ROI to client and Juniper Square leadership.
Document workflow designs, implementation patterns, and requirement frameworks to enable Juniper Square to serve future Institutional accounts.

Requirements

8-15 years of experience in management consulting, enterprise SaaS implementation, forward-deployed advisory, or digital transformation, with significant experience in financial services or private markets.
Working knowledge of private equity or alternative investment operations, including fund structures, LP/GP dynamics, and investor reporting workflows.
Experience with AI tooling, including CLI-based interfaces, agent frameworks, or MCP-style integrations.
Ability to map complex system landscapes and design workflow architectures for integrating new software into fragmented enterprise environments.
Experience translating ambiguous client needs into structured proposals and making ROI-based cases for investment.
Strong executive presence, comfortable engaging with C-suite executives.
Proven comfort with ambiguity and ability to make decisions without perfect information.
Willingness to be on-site with clients 2-3 days per week.

Skills

Management consulting
Enterprise SaaS implementation
Forward-deployed advisory
Digital transformation
Financial services
Private markets
Private equity operations
Alternative investment operations
Fund structures
LP/GP dynamics
Investor reporting workflows
AI tooling
CLI-based interfaces
Agent frameworks
MCP-style integrations
System architecture mapping
Workflow architecture design
Enterprise integration
Business process re-engineering (BPR)
Change management
Executive reporting
Stakeholder management
Operational playbook development
API-led integration patterns
Enterprise data governance

Location

New York City
Remote (US)
Remote (Canada)
Remote (India)
Remote (Luxembourg)
Remote (England)

Work Type

Hybrid
Fully remote
In-office

Experience Level

8-15 years

Education Level

MBA or relevant advanced degree
Lean Six Sigma certification
PMP certification
PROSCI certification

Salary/Compensations

$214,000 - $281,000 USD

Benefits

Health, dental, and vision care
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off
Company-paid holidays
Paid family leave
Medical leave
Bereavement leave
Retirement saving plans
Home office and technology setup allowance
Annual professional development stipend

About the Company

Juniper Square provides operations partner services for private markets firms, unifying technology, data, and fund administration.
The company aims to unlock the potential of private markets through its platform, serving over 2,300 GPs and 700,000+ LPs.
Juniper Square has over $300B under administration and utilizes AI through JunieAI to enhance private markets operations.
Founded in 2014, the company is founder-led, has raised over $350M in funding, and employs over 1,000 people.
The company culture values ambitious, meaningful work, ownership, urgency, problem-solving, open debate, collaboration, diverse perspectives, transparency, and feedback.
Juniper Square offers flexible work arrangements, including fully remote options and physical offices in San Francisco, New York City, Mumbai, and Bangalore.
The company operates with a digital-first approach, enabling collaboration across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.