Senior Manager/Team Leader – Investor Relations
- Location: Philippines (hybrid)
- March 25, 2026
- Role Type: Fulltime, Leadership
- Reports To: Managing Director, Client Relations
Ian Asvakovith
About the Opportunity
Piedmont Fund Services, a premier leader in the alternative fund administration industry, is seeking a dynamic, forward thinking Senior Manager/Team Leader – Investor Relations to lead our Investor Relations and AML/KYC teams and shape the future of these functions.
As a team leader, we expect you to work closely with the senior management to execute the firm’s mission. Successful candidate is expected to have the following attributes:
As a team leader, we expect you to work closely with the senior management to execute the firm’s mission. Successful candidate is expected to have the following attributes:
Key Responsibilities
Leadership & Team Development
- Lead and manage the Investor Relations team; oversee investor onboarding and AML/KYC procedures
- Build a culture of empowerment, accountability, and professional growth
- Coach and develop staff while delegating responsibilities effectively
- Reorganize roles, adjust responsibilities, and address underperformance when needed
- Develop succession plans and prepare the team for continued volume growth
- Present regular updates to senior leadership on performance, risk, and operational improvements
- Maintain regular communication with senior management
- Conduct AML/KYC training for new and existing personnel; provide updates on regulatory changes via live sessions or email communications
Investor Relations Oversight
- Oversee all investor onboarding, subscriptions, redemptions, capital activity, and reporting
- Ensure timely and accurate processing of investor transactions across retail and institutional clients
- Manage interactions with third-party platforms such as DTCC, Fidelity, and +Subscribe
- Serve as the escalation point for complex investor issues and sensitive client situations
- Participate in client calls during the U.S. time zone when escalations require IR team involvement
AML/KYC Compliance
- Serve as the firm’s internal AML/KYC expert and final decision-maker on escalations
- Lead AML/KYC audits and ensure strong, defensible controls
- Update AML/KYC policies in partnership with third-party consultants
- Ensure alignment with regulatory requirements and industry best practices
- Oversee communication with clients and investors regarding AML/KYC documentation and status
Operational Excellence & Workflow Design
- Redesign and strengthen workflows to support scalability and efficiency
- Build out a 24-hour service model to support clients across different time zones
- Implement and optimize internal technology to streamline processes
- Own the full investor data lifecycle, ensuring accuracy, governance, and integrity of static data in the online investor portal
- Oversee investor portal administration, including user access governance and staff training
KPIs, Dashboards & Performance Management
- Develop KPIs focused on risk mitigation, team capacity, and client experience.
- Design and maintain dashboards and monitor performance to ensure timely responses and zero missed inquiries.
- Use data insights to anticipate needs, allocate resources, and drive continuous improvement.
JOB REQUIREMENTS:
As a team leader, we expect you to work closely with the senior management to execute the firm’s mission. Successful candidate is expected to have the following attributes:
- Bachelor’s/College Degree in Business, Finance, Accounting, or a related course (professional certifications such as CAMS are an advantage)
- 10+ years of experience in financial services with specialization in KYC, AML and investor onboarding
- Client-facing experience and excellent written and verbal English communication skills
- Strong knowledge of hedge funds and private equity investor subscription processing.
- Strong knowledge of AML software and databases (e.g., LexisNexis)
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint); advanced Excel skills preferred
- Leadership experience as a team lead or senior manager with proven ability to lead and manage teams, delegate tasks, and ensure delivery of results is highly desired
- Willingness to manage the team across Philippines and US time zone and attend occasional virtual meetings in U.S. time zone (mostly morning Eastern Time) on short notice
- Strong interpersonal and communication skills; ability to work independently and meet project deadlines
- Proven ability to manage multiple projects with great attention to detail
- Strong organizational and time management skills
- Positive attitude and collaborative mindset
- Hybrid work schedule (in-office and remote); subject to future modification by the company