Olmstead Associates · 21 hours ago
Director - Alternative Investments
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expOlmstead Associates is seeking a high-impact, commercially minded leader to join their consulting team as a Director focused on Alternative Investments. This role involves expanding Olmstead’s alternative investment consulting business by driving new client relationships and delivering complex transformation engagements across the alternative investment lifecycle.
ConsultingCrowdfundingFinancial ServicesInformation Technology
Hiring Manager
Michael DiScipio
Responsibilities
Own and drive business development efforts for Olmstead’s alternative investment consulting services, including pipeline creation and packaging of opportunities
Leverage an existing professional network and market presence to generate new opportunities and expand relationships with senior stakeholders (CIO, COO, CTO, Head of Operations, Head of Private Markets)
Lead proposal development and sales pursuits, including scoping, solution design, staffing models, pricing, and executive-level presentations
Partner with Olmstead leadership to evolve and commercialize alternative investment offerings, building repeatable frameworks, accelerators, and packaged services
Identify emerging market themes and translate them into actionable go-to-market messaging, thought leadership, and targeted campaigns
Represent Olmstead externally through conference participation, executive roundtables, client workshops, and industry events
Serve as the senior engagement lead for complex, multi-workstream transformation programs, ensuring high-quality delivery and strong client outcomes
Provide hands-on leadership across program governance, workplan execution, risk/issue management, stakeholder alignment, and executive reporting
Build and sustain trusted advisory relationships that expand beyond a single engagement into multi-phase, multi-year partnerships
Mentor and develop consulting teams, ensuring delivery consistency, client satisfaction, and internal capability growth
Qualification
Required
10–15 years of investment management experience across front/middle/back office, with significant depth in alternative investments (private equity, private credit, real estate, hedge funds)
Strong understanding of the operational and data lifecycle for alternatives, including valuations, capital calls/distributions, fee structures, investor servicing, and reporting
Proven experience leading large-scale alternatives transformation initiatives spanning operating model, technology, data, and/or service provider change
Demonstrated business development capability, including building relationships, originating opportunities, and converting executive conversations into consulting engagements
Familiarity with leading alternatives platforms and providers (e.g., Investran, Vidrio, eFront, Allvue, Geneva) and third-party administrators
Strong executive presence with the ability to influence and communicate effectively at the C-suite level
Advanced proficiency in Microsoft tools (Excel, PowerPoint, Visio; MS Project preferred)
Bachelor's degree required
Preferred
Preferred evidence of industry visibility through thought leadership (white papers, publications, conference speaking, webinars, etc.)
MBA or Master's degree preferred
Company
Olmstead Associates
Olmstead Associates is a financial services firm that offers strategic planning, implementation, and support services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stephen Alepa, CFA
CEO
Company data provided by crunchbase