Landing Point · 22 hours ago
Investor Services Specialist – Team Lead
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expLanding Point is a next-generation fund services partner specializing in private markets. They are seeking an Investor Services Specialist to lead their Boston team, overseeing daily workflows, managing team performance, and ensuring compliance with regulations.
RecruitingStaffing Agency
Responsibilities
Oversee and control the daily workflow of the Transfer Agency team, ensuring smooth execution of all core functions
Lead and manage a team, including training, performance management, recruitment, and fostering a collaborative, high-performing culture
Partner with colleagues in Ireland, Luxembourg, and India to share best practices and drive global process improvements
Ensure compliance with regulations and industry standards, including AML, KYC, and data protection requirements
Drive process improvements by identifying opportunities to streamline workflows and enhance efficiency
Prepare and present regular reports on team performance, transaction volumes, and compliance metrics
Represent the team in internal partner meetings and contribute to strategic planning for the Transfer Agency
Support the implementation and maintenance of technology systems for transfer agency operations
Participate in new client pitches, presentations, and demonstrations
Build and maintain strong client relationships through regular communication and service reviews
Qualification
Required
Bachelor's degree (or equivalent) with a minimum of five years' transfer agency experience, including at least two years in a managerial or operational leadership role
Strong knowledge of investor onboarding, AML, dealing, payments, reconciliation, and reporting
Proficiency in transfer agency software systems
Proven ability to lead and develop teams and collaborate effectively with colleagues and stakeholders across global locations
Benefits
Plus Bonus
Company
Landing Point
Landing Point is a staffing & recruiting agency that deals in placement & recruiting services of various professionals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Boccio
Co-Founder, CEO
John Lane
Co-Founder
Recent News
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