Vice President, Investor Relations

Brookfield Asset Management•Toronto, ON

3d•Onsite

About The Position

Brookfield Private Wealth is a dedicated business unit within Brookfield Asset Management, a global alternative asset manager with a 100+ year history. This unit focuses on delivering Brookfield and Oaktree's alternative investment expertise to private wealth investors through partnerships with financial advisors. The Investor Relations team is crucial for the growth of this platform, acting as a primary liaison with internal and external partners to ensure an exceptional investor experience throughout the lifecycle of alternative investment solutions. The team operates globally and collaborates with various departments to drive operational excellence and client service. As Brookfield Private Wealth expands, the Investor Relations team plays a strategic role in enhancing investor engagement and supporting the growth of the firm's perpetual products platform.

Requirements

7–10 years of experience in one or more of the following areas: investor servicing, investor relations, client service, fund operations, or private wealth management.
Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, interval funds, or similar private wealth alternative products; experience with drawdown fund structures is an asset.
Experience working with private wealth distribution channels, financial intermediaries, registered investment advisors (RIAs), and wealth advisor platforms.
Demonstrated experience leading, mentoring, or managing junior team members and driving cross-functional initiatives.
Strong understanding of fund operations including NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements.
Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment.
Exceptional verbal and written communication skills, with the ability to present clearly and confidently to senior internal stakeholders and external clients.
Highly organized and detail-oriented with a demonstrated track record of operating with precision under pressure while maintaining the highest standards of work product.
Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation.
Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield's leadership attributes.

Nice To Haves

CPA, CA, CFA, CAIA, or equivalent designation preferred.
Experience working with transfer agents and investor servicing platforms is an asset.

Responsibilities

Lead end-to-end investor servicing for the perpetual product suite, including non-traded REITs, BDCs, interval funds, and other evergreen private market strategies offered through the private wealth channel.
Serve as a senior point of contact for wealth advisors, their clients, and internal stakeholders, managing escalations and resolving complex investor inquiries with professionalism and urgency.
Own the development and continuous improvement of scalable, best-in-class investor servicing protocols, ensuring a consistent, high-quality experience across all perpetual product touchpoints.
Partner cross-functionally with Distribution, Legal, Compliance, Fund Operations, and Technology teams to drive seamless execution across the investor lifecycle.
Lead, mentor, and develop junior members of the Investor Services team, fostering a culture of accountability, intellectual rigor, and client-centricity.
Oversee and manage relationships with third-party service providers, including transfer agents, fund administrators, custodians, and technology platforms.
Direct and enhance investor communication processes including periodic NAV delivery, and ad hoc investor reporting.
Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability.
Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products.
Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions.