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Investor Services Director (Fund Administration - The Spoke)
 CliftonLarsonAllen | |
parental leave, flex time, 401(k)
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 United States, Wisconsin, Milwaukee | |
 May 06, 2025 | |
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks:
CLA is currently seeking an Investor Services Director with experience, to join our Fund Administration group in our Midwest, Northeast, Sunbelt office. Job Functions *Primary responsibility for investor services aspect of client relationships and service delivery *Develop best practices and procedures for onboarding of clients and client deliverables *Provide oversight and development of investor services team members *Perform review of investor subscription documents for completeness *Perform KYC/AML review of investor subscription documents *Ability to review and understand offering documents, such as LPA and PPM, of private equity funds *Work with various software platforms to lead the setup and management of Investor Portals *Identify and report risk issues and develop appropriate controls to mitigate risk issues *Identify areas for creating operational efficiencies and complete special projects as needed *Liaise with internal fund administration team and lead Investor Services aspect of client meetings Job Requirements *8 years' experience in Investor Services or related field, ideally with a fund administrator *Bachelor's degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.) *CAMS Certification preferred. The wage range for this position is: $132,000 - 198,000. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. #LI-NM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here. | |
