Manager, Investor Services

How you’ll make an impact

• Drive execution across strategic Capital Markets initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.
• Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.
• Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully.
• Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution.
• Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk.
• Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives.
• Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work.
• Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

Minimum qualifications

• 5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field.
• Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities.
• Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment.
• Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes.
• Proven ability to influence stakeholders and build alignment without direct authority.
• Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners.
• Experience balancing strategic thinking with hands-on execution.

Preferred qualifications

• Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.
• Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows.
• Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms.
• Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations.
• Experience leading process transformation, operational excellence, or organizational scaling initiatives.
• Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities.
• Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.