Lead delivery of high-quality depositary oversight services across a diverse portfolio of investment fund clients.
Manage client relationships, lead a high-performing team, and ensure regulatory compliance including asset verification, cash monitoring, and oversight.
Drive operational excellence, strengthen governance, and support the growth of the Depositary function.
We are a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Manage and develop a team of Services Advisors, driving performance and accuracy in scoping services engagements.
Identify and implement AI-powered tools to automate manual work and speed up scoping and estimating.
Present scope of work directly to customers, build strong relationships with Sales and Services stakeholders, and manage active opportunity pipelines.
Applied Systems transforms the insurance industry with innovative software and services. With over 40 years of experience, the company fosters a culture built on values, teamwork, and diversity, making it a place where teammates can grow and have fun.
Own and evolve the Commercial CSM activation strategy to drive customers from closed-won to successful launch and early adoption.
Use data to diagnose activation bottlenecks, spend gaps, product adoption stalls, and customer risk across a high-volume Commercial book.
Manage, coach, and develop a team of ~6–8 Commercial CSMs operating in a high-volume activation motion.
Ramp builds intelligent infrastructure for finance teams, automating how over $200B in annualized spend flows through 70,000+ companies. The company fosters a high-agency, high-urgency culture where builders own problems end to end and make consequential decisions that shape business outcomes.
Manage and mentor the product support team through hiring, onboarding, and performance management.
Oversee daily operations including scheduling and capacity management to maintain SLAs.
Define and track KPIs to analyze support trends and drive operational improvements.
Equip is the leading virtual, evidence-based eating disorder treatment program on a mission to ensure access to effective care. Founded in 2019, Equip is a fully virtual company with a diverse, passionate team, recognized by Time as one of the most influential companies of 2023.
Lead a team of Member Support Representatives, providing coaching, feedback, and performance reviews.
Monitor team performance against metrics and identify coaching opportunities.
Serve as the first point of escalation for member issues and partner with cross-functional teams.
Foodsmart is a Foodcare platform that delivers nutrition-driven healthcare. It serves over 3 million members and recently secured a $200 million investment to expand its reach.