Gen II Fund Services · 19 hours ago
Platform Owner - GenVu
New York, NY
Full-time
Hybrid
Senior Level
$250K/yr - $275K/yr
5+ years expGen II Fund Services is a leading fund administration provider focused on serving private capital asset managers and investors. The Platform Owner for GenVU will oversee the platform's roadmap, drive adoption, manage stakeholder relationships, and ensure the platform delivers value to users and clients.
Asset ManagementFinanceFinancial ServicesHedge Funds
No H1B
Responsibilities
Define and own the GenVU platform vision, strategy, and multi-year roadmap aligned with Gen II's transformation objectives – including short and medium priorities
Translate business requirements and market trends into platform capabilities and features
Prioritize platform initiatives based on strategic value, client impact, and resource availability
Identify opportunities for platform innovation, including AI integration and automation
Act as the senior point of contact for all GenVU-related matters across the organization
Build and maintain strong relationships with internal stakeholders including Operations, Client Services, Finance, and Technology teams
Engage directly with clients to gather feedback, understand needs, and communicate platform enhancements
Present platform updates, roadmap progress, and strategic direction to senior leadership and the board
Champion the GenVU platform across Gen II, driving user adoption and engagement
Develop and execute communication strategies to keep stakeholders informed of platform capabilities and updates
Training program and materials to maximize platform utilization & value
Gather and act on user feedback to continuously improve the platform experience
Own the platform release cycle, ensuring timely delivery of new features and enhancements
Coordinate release communications to clients, including release notes, training, and support materials
Manage internal communications regarding platform changes, downtime, and new capabilities
Assure best practice governance processes to ensure quality and minimize disruption
Manage the GenVU budget, including internal resources and external partner/vendor costs
Oversee a blended delivery model combining internal team members with partner technical resources
Ensure optimal allocation of resources to balance quality, velocity, and cost-effectiveness
Hold delivery partners accountable for quality, timelines, and adherence to standards
Track and report on platform ROI and delivery metrics
Qualification
Required
5+ years of experience in product ownership, platform management, or technology leadership roles
Demonstrable experience with Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud, or similar)
Proven track record of defining and executing product/platform roadmaps
Strong experience managing and prioritizing competing demands from multiple stakeholders
Experience managing blended teams of internal and external/partner resources
Budget management experience with accountability for delivery outcomes
Excellent communication and presentation skills, comfortable engaging at all levels including C-suite and board
Experience in financial services, fund administration, or private equity is highly desirable
Preferred
Salesforce certifications (Administrator, Platform App Builder, or similar)
Experience with Agile/Scrum delivery methodologies
Understanding of workflow automation, CRM best practices, and client portal design (UI / UX)
Experience integrating AI capabilities into enterprise platforms
Knowledge of data governance, security, and compliance requirements in financial services
Benefits
Discretionary bonus
Comprehensive benefits package
Company
Gen II Fund Services
Gen II Fund Services provides highly customized, client-centric accounting and administrative services to the private equity industry.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-06Private Equity
2017-06-01Private Equity
Leadership Team
Norman Leben
Co-Founder & Senior Advisor
Anne-Claire Berg
Chief People and Impact Officer
Recent News
2025-09-05
2025-07-15
Company data provided by crunchbase