
Job Overview
Location
North America
Job Type
Full-time
Category
Operations
Date Posted
June 24, 2026
Full Job Description
đź“‹ Description
- • As a Senior Director of Investor Services at Juniper Square, you will serve as a senior operational leader responsible for overseeing the delivery of investor operations, AML compliance, and treasury services to private markets fund managers globally, ensuring the highest standards of service and strategic alignment across complex client relationships.
- • You will own end-to-end accountability for Investor Services delivery across the firm's largest and most complex client relationships, lead and develop a team of Directors and their globally distributed teams, design organizational structure and staffing models to support growth, and establish rigorous quality assurance and KPI frameworks to drive operational excellence and client confidence.
- • Juniper Square is a founder-led, fast-growing operations partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps private markets fund managers move faster, make better decisions, and scale with precision, backed by $350M+ in funding and now 1,000+ employees strong.
- • In this role, you will have the opportunity to shape the future of investor services at scale, lead cross-functional alignment with Product, Fund Accounting, Customer Success, Sales, and Compliance, represent Investor Services in firm-wide strategic discussions, and build structure in a fast-moving environment while maintaining high standards and driving innovation through automation and workflow efficiency.
🎯 Requirements
- • 15+ years of experience in investor services at a fund administrator
- • 10+ years of experience leading managers, including demonstrated experience building and scaling multi-tiered leadership organizations across geographies
- • Deep operational expertise across the investor lifecycle — including LP onboarding, AML/KYC, capital activity, treasury workflows, CRM systems, and investor portal management
- • Proven track record leading complex, high-stakes client engagements at an enterprise scale, including direct accountability for executive-level client relationships
- • Experience owning organizational design — not just managing headcount, but building the structure, roles, and processes a growing business needs before it feels the pain of not having them
- • Demonstrated ability to build and operate quality assurance programs that surface operational risk, drive accountability, and improve outcomes at scale
🏖️ Benefits
- • Competitive salary and meaningful equity
- • Health, dental, and vision care for you and your family
- • Flex Time Off in addition to company paid holidays
- • Generous paid family leave, medical leave, and bereavement leave policies
- • 401k retirement savings plan
- • Professional development stipend
- • Monthly work from home wellness stipend while we're all remote
- • Mental wellness coverage including live coaching and therapy sessions
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Juniper Square, Inc.
Juniper Square is a SaaS provider focused on investment-management software for the private funds industry. Founded in 2014 and headquartered in San Francisco, the platform streamlines fundraising, investor onboarding, capital calls, distributions, reporting, and compliance workflows for real estate, private equity, and venture capital managers. It integrates CRM, document management, e-signature, and analytics into a single cloud system to reduce manual processes and improve transparency. The company serves hundreds of fund sponsors managing tens of thousands of investors and billions in assets under administration.
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