Associate Director of Investor Services & AML/KYC

Associate Director, Investor Services & Investor AML/KYC

West Orange, NJ (Hybrid) or Wilmington, DE (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:

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 technical 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

Why work with CSC?

At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $120,000 to $165,000.

We’re always looking ahead, finding ways to improve and anticipate the future needs of our clients. Curiosity fuels our innovation, and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. Our more than 8,000 colleagues around the globe are empowered to bring the right solutions to market to meet client demand.

• CSC is a great place to work with smart and dedicated people. We’ve been voted a Top Workplace every year since 2006 and are a National Top Workplace in the U.S. for the second consecutive year and Best Place to Work in India.
• We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals.
• Employees are eligible for an annual success-sharing bonus or commission plans based on role and individual performance.
• CSC offers excellent benefits, including medical, dental, and life insurance, flexible spending and health savings accounts. We also offer you a 401(k) with 6% employer match, paid time off, tuition reimbursement, and more.
• Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus.
• We offer flexible schedules and remote options for available positions. It’s an exciting time for us in terms of growth and expansion.
• We strive to boost the power of our diversity by ensuring that all our colleagues feel a sense of belonging. Our Strategic Equality Alliance fosters a culture of inclusion regardless of race, ethnicity, religion, gender identity, or sexual orientation. It provides networking, learning, and development opportunities through our employee resource groups.
• CSC Gives Back, our philanthropic program, is committed to making the communities in which we live and work better off tomorrow than they are today.

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