Vice President, Investor Operations
About The Position
Speed Bay Warehouse Solutions is seeking a Vice President, Investor Operations to serve as the internal relationship manager coordinating interactions with broker-dealers, fintech platforms, institutional investors and third-party servicers for the Speed Bay REIT and Flagship Fund. This role is the operational backbone of Speed Bay’s distribution platform, ensuring that investor transactions, communications, and reporting are executed accurately, on time, and in a manner that reflects well on the firm across every channel. The VP, Investor Operations will act as the connective tissue between Speed Bay’s internal teams (Fund Accounting, Legal, Compliance, and Investor Relations) and its external distribution partners. This person will bring order, accountability, and scalable process to a fast-growing capital raising platform. The ideal candidate has deep experience in investor and fund operations and/or managing broker-dealer/distribution support within non-traded real estate or other alternative investment programs, along with the relationship-management instincts to represent Speed Bay professionally to external partners and investors alike.
Requirements
- 8+ years of experience in institutional investor operations, fund administration, and/or broker-dealer/distribution operations, ideally within alternative investment programs.
- Strong working knowledge of distribution platforms, fund LP management, and distribution operations for both institutional and retail private alternative investment products.
- Solid understanding of FINRA/SEC requirements governing distribution of private alternative funds.
- Excellent relationship-management and communication skills, with the ability to serve as a trusted point of contact across internal and external stakeholders.
- Strong process orientation and project-management skills; experience building or scaling operational infrastructure.
- Proficiency with Microsoft Office Suite; experience with transfer agent/fund administration systems and CRM platforms (e.g. Juniper Square, Salesforce) a plus.
- Bachelor’s degree in Business, or a related field preferred.
Nice To Haves
- Established relationships with broker-dealer home offices, custodians, and fintech/alternative investment platforms preferred.
- FINRA licensure (e.g., Series 7/24/99) a plus but not required.
Responsibilities
- Serve as the primary point of contact between Speed Bay and its transfer agent; Monitor transfer agent service levels and turnaround times, resolve escalations, and drive continuous improvement in processing accuracy.
- Work with other key team members to ensure investor operations align with fund documents, offering terms, and regulatory requirements.
- Coordinate operations-related interactions with the managing broker-dealer.
- Work with Fundraising Team to support operational due diligence requests and onboarding for new institutional investors and wealth platforms.
- Build and maintain relationships with home office operations teams, custodians, and fintech/alternative investment platforms supporting distribution.
- Coordinate platform integrations, data feeds, and reporting requirements to ensure accurate, timely investor data across distribution partners.
- Serve as liaison between internal technology teams and external fintech partners to troubleshoot and resolve operational issues.
- Work with the fund accounting team and external investor portal partner to oversee preparation and distribution of institutional investor communications, including capital calls, distributions, tax documents, statements, and periodic reporting.
- Partner with Investor Relations and Marketing on investor-facing materials and respond to escalated investor inquiries.
- Serve as the operational backbone of the distribution platform, building and refining processes, controls, and systems that scale with capital-raising growth.
- Identify and implement opportunities to automate and streamline investor operations workflows.
- Manage internal staff and/or external service providers supporting the investor operations function.
Benefits
- Competitive base salary and discretionary bonus.
- Comprehensive medical, dental, vision, life, and disability insurance.
- 401(k) plan + match.
- PTO and paid holidays.
- Various benefit plans, including medical, dental, vision, life, disability insurance and 401K.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
