Software Guidance & Assistance, Inc. (SGA, Inc.) · 14 hours ago
Head of Americas Wealth Investor servicing
New York, NY
Full-time
Onsite
Director/Executive
10+ years expSoftware Guidance & Assistance, Inc. (SGA) is searching for a Head of Americas Wealth Investor Servicing for a full-time assignment with a premier Financial client in New York, NY. This leadership role involves overseeing the end-to-end servicing experience for private wealth clients and collaborating with various teams to ensure a best-in-class client experience.
Information TechnologyStaffing Agency
Responsibilities
Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service
Shape and evolve the regional wealth servicing model, including staffing, workflows, service levels, and governance
Partner on the structuring, launch, and ongoing support of evergreen and semi-liquid alternative investment vehicles
Own pre- and post-sale servicing processes, including launch readiness, post-launch execution, and ongoing investor support
Serve as a senior point of contact for private wealth platform partners, overseeing onboarding for both open-ended and closed-ended products
Collaborate closely with distribution, product, legal, compliance, finance, tax, treasury, and technology teams on new product launches and strategic initiatives
Ensure tight alignment with global wealth servicing teams across EMEA and APAC to deliver a consistent client experience for global platforms
Partner with transfer agent oversight and product management teams to ensure smooth, scalable servicing workflows
Represent Wealth Investor Relations in senior internal forums and cross-functional working groups, advocating for wealth-specific priorities
Manage and deepen relationships with key external service providers, including administrators, custodians, data providers, and other vendors
Qualification
Required
10–15+ years of relevant experience in investor relations, client servicing, or operational leadership within asset management or financial services
Demonstrated experience supporting a large, complex asset manager across multiple asset classes
Strong understanding of illiquid and semi-liquid alternative investment strategies and their servicing requirements
Familiarity with technology and data solutions supporting reporting, subscriptions, and servicing for open-ended products
Proven people leader with strong team-building, organizational, and execution skills
Collaborative operator who can drive outcomes in highly cross-functional environments
Self-directed, proactive, and comfortable operating with autonomy and sound judgment
Bachelor's degree required
Preferred
Experience working with private wealth platforms and platform onboarding processes strongly preferred
Company
Software Guidance & Assistance, Inc. (SGA, Inc.)
For more than 40 years, SGA has delivered technology and resource solutions that Fortune 500 organizations, mid-size companies, state and local governments, and higher education institutions rely on to achieve their goals/missions.
201-500 employees
H1B Sponsorship
Software Guidance & Assistance, Inc. (SGA, Inc.) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (12)
2023 (19)
2022 (25)
2021 (41)
2020 (44)
Funding
Current Stage
Growth StageLeadership Team
Peter Taylor
CEO
Andrew Gallagher - CCWP
Senior Vice President - Strategic Partnerships
Company data provided by crunchbase