Institutional Client Transformation Director

Juniper Square•New York, NY

11d•$214,000 - $281,000•Onsite

About The Position

Juniper Square is seeking an Institutional Client Transformation Director to serve as a strategic transformation partner to its most sophisticated clients. Based in the New York office, this role advises client executives and system architects, redesigns core business processes, and influences Juniper Square’s product direction. The Director maps complex system architectures for large private markets firms, designs workflows that integrate Juniper Square with existing ERP, CRM, and data warehouse environments, and helps deploy AI agents to streamline investor operations. Reporting to the Head of Institutional Client Experience, the Director serves as the embedded operational leader for institutional accounts during multi-year implementations, owning project health from onboarding through operational maturity. The role applies change management and business process re-engineering to help clients move from legacy operations to institutional-grade digital workflows. The position is based in New York and requires being on-site with clients two to three days per week. Juniper Square describes a range of working arrangements across the company, from fully remote to full-time office work, but this role’s stated client-site requirement applies.

Requirements

8–15 years of experience in management consulting, enterprise SaaS implementation, forward-deployed advisory, or digital transformation, with a meaningful portion in financial services or private markets.
Working knowledge of private equity or alternative investment operations, such as fund structures, LP/GP dynamics, or investor reporting workflows.
Experience with AI tooling, including CLI-based interfaces, agent frameworks, or MCP-style integrations.
Ability to map complex system landscapes and design workflow architectures that integrate new software into fragmented enterprise environments.
Experience translating ambiguous client needs into structured proposals and making ROI-based investment cases.
Strong executive presence and ability to explain complex architectural concepts accessibly to CTOs, CFOs, and other stakeholders.
Comfort with ambiguity and ability to make decisions and move forward without perfect information.
Willingness to be on-site with clients two to three days per week.

Nice To Haves

Management consulting background in private equity, fund administration, or institutional asset management.
Experience in a forward-deployed model, such as Palantir, Salesforce Value Engineering, ServiceNow Strategic Advisory, or a comparable embedded client partner role.
Familiarity with API-led integration patterns and enterprise data governance.
MBA or relevant advanced degree.
Lean Six Sigma, PMP, or PROSCI certification.

Responsibilities

Serve as the single client-facing leader across onboarding and product teams for assigned accounts, own outcomes throughout multi-year engagements, and mobilize internal resources.
Partner with client C-suite, technology leaders, and system architects to map existing systems and design future-state architecture with Juniper Square at the center.
Own systems and data-flow maps and workflow architecture for other teams to execute.
Lead redesign of core client workflows, including processes beyond direct Juniper Square touchpoints, and identify opportunities to automate, accelerate, or eliminate manual work with the Success Architecture team.
Translate client business objectives into clear input for Juniper Square’s technical execution, ensuring business needs are accurately represented in product discussions and delivery timelines align with client goals.
Identify workflow automation opportunities and define AI agent requirements.
Develop and execute organizational change strategies, map organizational dynamics, identify champions and resistors, and drive stakeholder buy-in and training for adoption.
Own executive-level account communications and provide leadership updates on implementation progress, capability delivery, and ROI in partnership with the CSM and Head of Institutional Client Experience.
Escalate issues when appropriate and resolve others independently.
Document workflow designs, implementation patterns, and requirements frameworks to support future Institutional accounts.