Investor Services Manager Who is Gen II? Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of ...
Investor Services Manager Who is Gen II? Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of ...
Investor Services Manager
Carmel, CA · On-site
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 ...
Investor Services Manager
Carmel, CA · On-site
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 ...
Investor Services Manager
Carmel, CA · On-site
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 ...
Investor Services Manager
Carmel, CA · On-site
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 ® (HedgeServ proprietary Investor Services System). * Ensure reconciliation of the subscription ...
Quick apply
Escalate to Manager and MLRO where required. * Review Investor Transactions on HedgeInvestor ® (HedgeServ proprietary Investor Services System). * Ensure reconciliation of the subscription ...
Manager, Investor Services
OR · On-site +1
Upstart's Investor Services team partners with institutional investors that provide the capital powering Upstart's lending platform, ensuring they can efficiently purchase, fund, and manage ...
Manager, Investor Services
OR · On-site +1
Upstart's Investor Services team partners with institutional investors that provide the capital powering Upstart's lending platform, ensuring they can efficiently purchase, fund, and manage ...
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
... 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 ...
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
Execute within the guidelines and procedures provided by Client X and under the supervision and guidance of a supervisor and manager * Every Investor Services Administrator will receive the requisite ...
Quick apply
Execute within the guidelines and procedures provided by Client X and under the supervision and guidance of a supervisor and manager * Every Investor Services Administrator will receive the requisite ...
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
Investor Services Manager information
See salary details
$33K - $51K
5% of jobs
$51K - $69.1K
15% of jobs
$76.2K is the 25th percentile. Wages below this are outliers.
$69.1K - $87.1K
13% of jobs
$87.1K - $105.2K
15% of jobs
The median wage is $108K / yr.
$105.2K - $123.2K
17% of jobs
$123.2K - $141.3K
8% of jobs
$145K is the 75th percentile. Wages above this are outliers.
$141.3K - $159.3K
12% of jobs
$159.3K - $177.4K
13% of jobs
$177.4K - $195.4K
3% of jobs
$195.4K - $213.5K
0% of jobs
$213.5K - $231.5K
0% of jobs
$33K
$117.4K
$231.5K
How much do investor services manager jobs pay per year?
As of Sep 4, 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 an investor services manager?
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.
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 is the difference between Investor Services Manager vs Client Relations Manager?
| Aspect | Investor Services Manager | Client Relations Manager |
|---|---|---|
| Required Credentials | Financial certifications (e.g., CFA, CFP), relevant experience | Customer service skills, communication skills, sometimes financial knowledge |
| Work Environment | Financial institutions, asset management firms, investment banks | Various industries including finance, tech, retail, focusing on customer engagement |
| Employer & Industry Usage | Primarily in investment and asset management sectors | Across 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.
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:
What job categories do people searching Investor Services Manager jobs look for?
The top searched job categories for Investor Services Manager jobs are:
Full-time
Re-posted 16 days ago
Job description
Investor Services Manager
Who is Gen II?Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.
With offices in the US and Europe, we're looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You'll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You'll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
www.gen2fund.com
Position Overview
The Investor Services manager is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.
What You'll Be Doing
The Ideal Background
The salary range for this position is $130,000 - $150,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
https://gen2fund.com/candidate-privacy-statement/
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Who is Gen II?Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.
With offices in the US and Europe, we're looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You'll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You'll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
www.gen2fund.com
Position Overview
The Investor Services manager is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.
What You'll Be Doing
- Ensure staff adherence to Implemented guidelines & best practices surrounding contact & coordination of all client deliverables
- Support the implementation of tactical & strategic roadmap to enhance client & investor experience.
- Establish and maintain open channels of communication with all client services teams & Principals to support best in class service
- Partner with Gen II technology to Identify and implement centralized workflow system
- Engage in monthly information sessions with internal stakeholders to promote best practices and facilitate the execution of op-model changes
- Engage in client calls on a regular cadence while effectively addressing client concerns and escalated issues
- Identify solutions & implement op-model changes to reduce cycle time on client requests & reporting, while continuing to operate with a low-risk appetite.
- Implement & maintain staff heat map to facilitate cross training and reduce key person risk
- Ensure Investor Relations team is managed effectively and adheres to all client service level agreements
- Perform additional duties as needed to ensure all client deliverables are met.
- Supervision, training and evaluation of associates, and supervisors
- Operate in a deadline driven, high volume and constantly changing environment
- Participate in and lead special projects
- Ensure deliverables are executed in line with Gen II best practices, policies and procedures
- Ensure overtime is based on business needs
The Ideal Background
- Bachelor's degree in Business Administration (concentrations in Accounting, Finance or Economics a plus)
- 7+ years' experience in the financial services Industry
- Private Equity or Hedge Fund Investor Services background
- Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
- Allvue CRM experience a plus
- Strong management traits
- Demonstrate strong customer service/client relationship skills
- Ability to manage multiple tasks and projects with differing deadlines
- Impeccable attention to details
- Excellent verbal and written communications
The salary range for this position is $130,000 - $150,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
https://gen2fund.com/candidate-privacy-statement/
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
About Gen II Fund Services
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
New York, NY, US
Year founded
2009