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Investor Services Manager Jobs (NOW HIRING)

Investor Services Manager

New York, NY · On-site

$130K - $140K/yr

An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and ...

Investor Services Manager

New York, NY · On-site +1

$130K - $140K/yr

An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and ...

Investor Services Manager

Raleigh, NC · On-site +1

$130K - $140K/yr

An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and ...

Investor Services Manager

Dallas, TX · On-site +1

$130K - $140K/yr

An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and ...

Responsible for leading all aspects of Investor Services day-to-day processing for a key client * Manage, coordinate, and oversee a team of 3 to 5 compliance professionals, fostering a culture of ...

Responsible for leading all aspects of Investor Services day-to-day processing for a key client * Manage, coordinate, and oversee a team of 3 to 5 compliance professionals, fostering a culture of ...

Escalate to Manager and MLRO where required. * Review Investor Transactions on HedgeInvestor ... General Investor Services - assist Investor Services Administrator in fielding general requests ...

Escalate to Manager and MLRO where required. * Review Investor Transactions on HedgeInvestor ... General Investor Services - assist Investor Services Administrator in fielding general requests ...

Escalate to Manager and MLRO where required. * Review Investor Transactions on HedgeInvestor ... General Investor Services - assist Investor Services Administrator in fielding general requests ...

Escalate to Manager and MLRO where required. * Review Investor Transactions on HedgeInvestor ® ... General Investor Services - assist Investor Services Administrator in fielding general requests ...

Manager, Investor Services Locations: Arizona; New York; Florida; Texas; Washington; Missouri; Connecticut; New Hampshire; Indiana; Nevada; Michigan; Minnesota; South Carolina; North Carolina;

Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY, Office (hybrid) About the Role The Alternative Investor Services Team delivers comprehensive fund ...

Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY, Office (hybrid) About the Role The Alternative Investor Services Team delivers comprehensive fund ...

Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY, Office (hybrid) About the Role The Alternative Investor Services Team delivers comprehensive fund ...

Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY, Office (hybrid) About the Role The Alternative Investor Services Team delivers comprehensive fund ...

... managers - across private equity, private credit, endowments, hedge funds and more - to deliver ... An Investor Services Administrator will be required to execute the following tasks in the Investor ...

... managers - across private equity, private credit, endowments, hedge funds and more - to deliver ... An Investor Services Administrator will be required to execute the following tasks in the Investor ...

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Investor Services Manager information

See salary details

$33K

$117.4K

$231.5K

How much do investor services manager jobs pay per year?

As of Jul 3, 2026, the average yearly pay for investor services manager in the United States is $117,419.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $153,000.00 per year, depending on experience, location, and employer.

What is the difference between Investor Services Manager vs Client Relations Manager?

AspectInvestor Services ManagerClient Relations Manager
Required CredentialsFinancial certifications (e.g., CFA, CFP), relevant experienceCustomer service skills, communication skills, sometimes financial knowledge
Work EnvironmentFinancial institutions, asset management firms, investment banksVarious industries including finance, tech, retail, focusing on customer engagement
Employer & Industry UsagePrimarily in investment and asset management sectorsAcross multiple sectors, including finance and corporate settings

While both roles involve client interaction, the Investor Services Manager focuses on managing investor accounts and financial transactions within investment firms. The Client Relations Manager typically handles broader customer relationships across industries, emphasizing service and satisfaction. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

How does an Investor Services Manager typically collaborate with other departments within a financial organization?

Investor Services Managers frequently work cross-functionally with teams such as compliance, fund accounting, client relationship management, and IT. They act as a key liaison to ensure seamless communication and accurate servicing of investor needs, from processing subscriptions and redemptions to resolving queries. Regular coordination is necessary to meet regulatory requirements, maintain data integrity, and deliver timely client reports. Building strong internal relationships helps Investor Services Managers facilitate smooth operations and deliver a high standard of service to investors.

What are the key skills and qualifications needed to thrive as an Investor Services Manager, and why are they important?

To thrive as an Investor Services Manager, you need a solid understanding of financial products, client account management, and compliance regulations, often supported by a degree in finance or business administration. Familiarity with investor servicing platforms, CRM systems, and relevant industry certifications such as the CFA or Series 7 is typically required. Exceptional communication, problem-solving, and organizational skills help you build strong client relationships and efficiently resolve issues. These competencies are crucial for maintaining client trust, ensuring regulatory compliance, and delivering high-quality service in a competitive financial environment.

What are Investor Services Managers?

Investor Services Managers are professionals responsible for managing relationships with investors, handling inquiries, and ensuring that clients receive high-quality support and communication. They often work within investment firms, mutual funds, or financial institutions to oversee account administration, coordinate transactions, and ensure regulatory compliance. Their role is vital in maintaining investor satisfaction and trust by providing timely information, resolving issues, and facilitating smooth operations between investors and the organization.
More about Investor Services Manager jobs
What cities are hiring for Investor Services Manager jobs? Cities with the most Investor Services Manager job openings:
What are the most commonly searched types of Investor Services jobs? The most popular types of Investor Services jobs are:
What states have the most Investor Services Manager jobs? States with the most job openings for Investor Services Manager jobs include:
Infographic showing various Investor Services Manager job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, 3% Part Time, and 7% Contract. Highlights an 93% In-person, and 7% Hybrid job distribution, with an average salary of $117,419 per year, or $56.5 per hour.
Investor Services Manager

Investor Services Manager

HedgeServ

New York, NY • On-site

$130K - $140K/yr

Full-time

Posted 18 days ago


Job description

At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech-enabled solutions that drive performance.
Our proprietary platform, enhanced by machine learning and robotic process automation, gives clients real-time insights and unmatched control over their operations. Alongside our technology, we offer award-winning service through our team-based approach -- led by a deeply experienced team of industry experts. Our solutions span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services.
We're a future-focused company, empowering our people through a robust career development framework, clear career trajectories with structured learning paths, training, and progression plans. We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of shared purpose and belonging, and we recognize our employees sit at the core of our success. We continue to innovate and evolve through our employees, working together to achieve our shared vision and mission.
HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We've been recognized as an employer of choice, earning a top 100 workplaces designation.
Founded in 2008, HedgeServ has grown into a global organization with over 2,000 experts across the globe, with offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, the Philippines, and Australia. We've earned numerous accolades, including Top Overall Administrator, along with #1 rankings for providing alternative asset services in Accounting, Technology, Client Service, Investor Services, Alternative Fund Expertise, Reporting, and Regulatory Expertise.
This position is open in our Dallas, Raleigh, and New York offices. Visa sponsorship will not be offered at this time.
An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and under the supervision and guidance of a supervisor and manger. Every Investor Services team members will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the supervisor and manager within the team.
  • Managing a team of supervisors and administrators responsible for providing the full suite of investor services to the clients assigned to that team.
  • The team will be responsible for processing investor transactions in client funds, including investor due diligence to satisfy applicable AML/KYC requirements
  • Preparation, review and distribution of all investor reporting, including monthly account statements, transaction confirmations and performance reports.
  • Reconciling fund bank accounts on a daily basis, and processing applicable money movements from such accounts as authorised by the client.
  • Managing external client relationships and internally establishing effective working relationships with other departments within the company.
  • Ensuring all client communication is accurate and timely and consistent with applicable service level agreements
  • Assisting with the initialization and transitioning of new clients, including document review and bank account opening.
  • Participating in presentations to new clients, as requested.
  • Responding to ad hoc client and investor queries

Qualifications:
  • Accounting, Finance, Legal or Business Degree. Min. 3.0 GPA
  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Ability to work effectively both within a team structure and individually.
  • Strong inter-personal skills
  • Good initiative tempered with identifying when escalation is required.
  • Strong systems, product and process knowledge
  • Reliable and Dependable
  • Approachable

The salary range for this role is $130,000- $140,000. Specific salary will be determined based on education, experience, and skill set of the individual selected for this position.