Lead preparation of investor calls and board meetings, drive coordination across the leadership team, and support co-founders on special projects related to operational efficiency, business line expansion, and fundraising. Partner with function leaders to support key initiatives and work with Crux advisors to identify commercial leads.

Responsible to manage a group of associates and the day to day activities of the team that supports the Portfolio Administration Service Line; oversee day to day activities at the client level, and be the first point of escalation for any questions or concerns from the client or senior leadership.

The Director, Special Projects will lead the division’s goal setting, performance-driving and culture-building efforts, tackle special initiatives, drive the Senior Vice President’s internal and public-facing agenda. You will also make executive, strategic and operational level decisions.