Associate Director, Investor Services

West Orange, NJ, United States

Job Description


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Associate Director, Investor Services & Investor AML/KYC

West Orange, NJ (Hybrid)

Monday to Friday 9:00 a.m. to 6:00 p.m.

Candidates for this position must be eligible to work without sponsorship in the United States. Time on-site or time zone may be necessary based on business need.

Position Overview - Associate Director, Investor Services & Investor AML/KYC:

Our Fund Solutions group is seeking an Associate Director with 7-10 years of experience leading Investor Services and AML/KYC teams. This position will be responsible for leading a Global Investor Services and AML/KYC teams based in our US, India, and Cayman offices. The position will oversee the Investor Services and Investor Compliance activities for our client relationships and will interact with our clients and internal business partners to establish service level agreements and a global framework for executing all tasks to meet the expectations and goals of our service relationships.

Some of the things you will be doing:

The Associate Director of Investor Services and Investor AML/KYC will lead the operations and client objectives for all engaged client relationships ensuring superior and accurate execution of all service offerings. The position requirements include but are not limited to:

  • Working alongside the Director, oversee the global Investor Services and AML/KYC teams, from US, India, and Cayman, to ensure high quality of client deliverables and efficient processes
  • Manage external and internal client relationships including onboarding new AML/KYC clients, review client contracts and fund documents for compliance with client deliverables.
  • Understand clients\' business to identify opportunities for additional fund services and cross selling of other CSC products.
  • Develop Service Level Agreements and other workflow tracking tools to manage client engagements and internal business partners expectations that are clients of the operations team
  • Establish workflows that define & optimize best practices, drive operation efficiency, streamline team activities across time zones and incorporate regulatory mandates by jurisdictions
  • Serve as direct line manager and escalation point of contact for operation matters and challenges
  • Staffing/resource allocation for the Investor Services and AML/KYC teams globally
  • Travel to team offices at least annually to ensure continuity of operations in country
  • Review staff work for accuracy, completeness, and compliance
  • Coordinate deliverables with clients and internal teams
  • Daily client and team member interaction
  • Career development and talent management of team members
  • Provide training to team members
  • Manage/Own special projects as required
  • Internal responsibilities (status reports, time tracking, etc.)
  • Assists with the enhancement of investor and KYC portal features and functions
What skills, experience, and qualifications do you need?
  • Bachelor\'s degree in a relevant field, such as business, legal, accounting or finance; MBA preferred
  • Proven inspirational leader and manager of people, with experience of managing and developing effective teams, managing and planning resources to achieve aggressive goals in a fast-paced and ever-changing environment
  • Industry experience with a proven track record of streamlining and improving a service operation
  • A history of exceptional industry forecasting and successful budget management that can determine ways to increase a service operation\'s efficiency
  • The ideal candidate will have experience leading global teams in multiple jurisdictions
  • Robust analytical, problem-solving, and troubleshooting skills
  • Project management experience a plus
  • Proactive and dynamic personality
  • Global compliance experience a plus
  • Global Investor Services experience a plus
  • Knowledge of Global Private Equity markets, regulatory and compliance mandates a plus
  • Able to multitask and perform tasks under strict deadlines
  • Experience delegating, training, and supervising multiple staff
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About Us:

We are the premier global business, legal, and financial services company providing knowledge-based solutions to clients worldwide. Based in Wilmington, Delaware, USA, we have locations and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, with more than 7,500 employees. We are the business behind business.\xc2\xae

Working with us means entering a dynamic, international, and growth-oriented company. Diverse teams give us a competitive advantage and drive innovation. We\'re committed to attracting, developing, and retaining talented people who create an environment where everyone is valued and respected. CSC is an equal opportunity employer.
  • CSC is a great place to work with smart and dedicated people. We\'ve been voted a Top Workplace every year since 2006.
  • We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals.
  • CSC offers excellent benefits. Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance.
Careers | CSC (cscglobal.com) Visit our careers site to learn more about CSC\'s diversity and belonging program, as well as our commitment to our clients, communities, and each other.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to be a description of all duties, responsibilities, and qualifications.

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Job Detail

  • Job Id
    JD4329560
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    West Orange, NJ, United States
  • Education
    Not mentioned