Director of Investor Services - San Diego - TMF Group

    TMF Group
    TMF Group San Diego

    15 hours ago

    Description
    General Information
    Job ID
    33010
    Location
    San Diego, United States
    Work Types
    Full Time
    Categories
    Client Accounting, Funds
    We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.
    About TMF Group
    TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial, and employee administration through TMF Group's teams in 120 offices.
    Discover the Role
    The Director of Shared Services provides leadership and oversight for the established Investor Relations, Treasury, and AML/KYC functions that support our fund clients. The purpose of this role is to ensure these teams deliver accurate, timely, and consistent services while maintaining strong controls and a high-quality client experience. This leader serves as the central coordination point across these functions, supporting issue resolution, driving operational clarity, and reinforcing standards without disrupting existing workflows.
    Key Responsibilities
    • Oversee daily operations for Investor Relations, Treasury, and AML/KYC teams.
    • Ensure timely and accurate delivery of all investor onboarding, capital activity, statements, and investor communications.
    • Maintain strong treasury controls, including payment processing, bank account administration, and cash movement oversight.
    • Manage AML/KYC processes for investor onboarding and periodic reviews, ensuring compliance with regulatory and client requirements.
    • Serve as the primary escalation point for complex investor, treasury, and due-diligence inquiries.
    • Review and maintain SOPs, workflows, and control frameworks to ensure consistency and operational quality.
    • Monitor team performance against established SLAs and KPIs, addressing issues proactively.
    • Partner with Fund Accounting and Client Service Directors to ensure seamless end-to-end service delivery.
    • Support audit requests and maintain readiness for internal and external audits.
    • Provide leadership, coaching, and guidance to managers and analysts within Shared Services.
    • Promote a culture of accountability, accuracy, and responsiveness across the team.
    Key Requirements
    • Bachelor's degree in Finance, Accounting, Business Administration, or related field; advanced degree or professional certification (e.g., CFA, CPA, CAMS) preferred.
    • 8+ years of experience in financial services or fund administration, with at least 4 years in a leadership role overseeing multi-functional teams.
    • Deep understanding of Investor Relations, Treasury operations, and AML/KYC compliance within private equity, real estate, or alternative investment funds.
    • Familiarity with regulatory frameworks and industry best practices for investor onboarding, capital activity, and anti-money laundering requirements.
    • Proven ability to lead and develop high-performing teams across multiple disciplines.
    • Strong stakeholder management skills, with experience in resolving complex client and operational issues.
    • Exceptional communication skills to serve as the primary escalation point and coordinate across internal teams and external clients.
    What's in it for you?
    Pathways for career development
    • Work with colleagues and clients around the world on interesting and challenging work.
    • We provide internal career opportunities, so you can take your career further within TMF.
    • Continuous development is supported through global learning opportunities from the TMF Business Academy.
    Making an impact
    • You'll be helping us to make the world a simpler place to do business for our clients.
    • Through our corporate social responsibility program, you'll also be making a difference in the communities where we work.
    A supportive environment
    • Strong feedback culture to help build an engaging workplace.
    • Regardless of where you are in your career, TMF Group opens a world of opportunity where you will be part of our team and is supported in your global career journey.
    • Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.
    • At TMF Group, it's our people who make us who we are. Our company thrives on entrepreneurial spirit and is full of proactive people who combine enthusiasm with responsibility and accountability.
  • Work in company

    Director of Investor Services

    Only for registered members

    The Director of Shared Services provides leadership and oversight for the established Investor Relations, Treasury, and AML/KYC functions that support our fund clients. · The purpose of this role is to ensure these teams deliver accurate, timely, and consistent services while mai ...

    San Diego

    3 weeks ago

  • Work in company Remote job

    Finance Assistant

    W. Wealth Management - Posted by: Dave Williams

    FINANCE ASSISTANT · W. Wealth Management, LLC · POSITION TYPE: Full-Time, Remote · REPORTS TO: Senior Finance Manager · LOCATION: Remote (U.S. Based) · COMPENSATION: Competitive, based on experience · ABOUT W. WEALTH MANAGEMENT, LLC · W. Wealth Management is a premier payroll and ...

    San Diego $40,000 - $60,000 (USD) per year Full time

    1 month ago

  • Work in company

    Investor Relations Associate

    Only for registered members

    Westcore is looking for an Investor Relations Associate to support its investor relations and capital raising efforts. The role will involve executing fund operations, investor reporting, and fundraising activities. · Bachelor's degree in Finance, Accounting, Economics or related ...

    San Diego $90,000 - $120,000 (USD)

    3 weeks ago

  • Work in company

    Fund Operations Associate

    Only for registered members

    We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on ...

    San Diego

    1 week ago

  • Work in company

    Vice President of Investor Relations

    Only for registered members

    SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide. · Job Description Summary: · Reporting to the Chief Financial Officer, the ...

    San Diego $241,702 - $321,463 (USD) Full time

    1 week ago

  • Work in company

    Investor Relations Associate

    Only for registered members

    · COMPANY OVERVIEWWestcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities that operates with the speed and adaptability of opportunistic entrepreneurs.  Westcore has a dynamic track record of real estate investing going ...

    San Diego, San Diego, CA, US $65,000 - $105,000 (USD) per year

    5 days ago

  • Work in company

    Capital Markets Senior Associate

    Only for registered members

    Our Story: · From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company's foundation remains the same toda ...

    San Diego $120,000 - $140,000 (USD)

    1 week ago

  • Work in company

    Default Investor Relations Liaison

    Only for registered members

    The Default Investor Relations Liaison plays an important role in the organization by performing several activities related to company, investors, state and government regulations. · The role is primarily responsible for acting as the liaison for investor, state and government re ...

    San Diego $71,000 - $95,000 (USD)

    1 month ago

  • Work in company

    Transfer Specialist

    Only for registered members

    We seek a highly organized Servicing Transfer Specialist to support the accurate transfer of mortgage loans between servicers. · Coordinate mortgage loan transfers to new servicers. · Review and reconcile loan files. · Maintain communication with borrowers and internal teams. · ...

    San Diego

    1 month ago

  • Work in company

    Capital Markets Senior Associate

    ColRich

    Our Story: · From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company's foundation remains the same toda ...

    San Diego $110,000 - $180,000 (USD) per year

    2 days ago

  • Work in company

    Senior Associate

    Only for registered members

    We're driven by our Group purpose, · to power people and possibilities.This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast. · ...

    San Diego $70,000 - $85,000 (USD)

    1 month ago

  • Work in company

    Financial Services Representative

    Only for registered members

    We're seeking a Financial Services Representative to join our team. As a representative, you'll have dedicated time to focus on growth and career development while supporting customers over the phone. · You'll work from home and spend one day per week in an Investor Center. · Pai ...

    San Diego $45,000 - $70,000 (USD)

    1 month ago

  • Work in company

    Operations & Finance Reporting Associate - 3513318

    Only for registered members

    +Job summary · Senior Operations & Finance Associate will work closely with the Head of Operations/Finance and the Director of Business Development & Investor Relations. · +ResponsibilitiesFund day-to-day and month-end accounting operations in coordination with outsourced adminis ...

    San Diego

    1 month ago

  • Work in company

    Senior Operations

    Only for registered members

    We are seeking a hands-on Operations & Finance professional to join our growing back-office team. This role will work closely with the Head of Operations/Finance and the Director of Business Development & Investor Relations, supporting accounting, fund operations, reporting, and ...

    San Diego

    1 month ago

  • Work in company

    Post Closing Specialist

    Only for registered members

    Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partne ...

    San Diego $45,000 - $70,000 (USD) per year

    29 minutes ago

  • Work in company

    Sales Agent

    Only for registered members

    +This is a full-time hybrid role for a Sales Agent. As a Sales Agent, you will engage with clients to understand their needs and provide expert guidance. · +Answering inbound generated leads · Buidling client relationships · ...

    San Diego, CA

    1 month ago

  • Work in company

    Capital Markets Senior Associate

    Only for registered members

    Our Story: · From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company's foundation remains the same toda ...

    San Diego, CA $110,000 - $180,000 (USD) per year

    6 days ago

  • Work in company

    Client Operations Associate, Private Markets

    Only for registered members

    Aksia is seeking an associate level professional to join our Private Markets Client Operations team providing comprehensive accounting and middle/back-office solutions to global clients. · ...

    San Diego Full time

    2 weeks ago

  • Work in company

    Default Investor Relations Liaison

    Only for registered members

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of profe ...

    San Diego, California, United States

    1 week ago

  • Work in company

    HUD/LIHTC Regional Manager

    Only for registered members

    Company Description · Cornerstone Residential is dedicated to delivering exceptional service and performance to investors, property owners, and residents. Our mission is to maximize revenue for our partners while preserving and enhancing the assets we manage. We prioritize reside ...

    San Diego

    1 week ago

  • Work in company

    Foreclosure Specialist

    Only for registered members

    Foreclosure Specialist · Duration - 3 Months, Contract, W2 · Location - Onsite in San Diego, CA · Pay - $25 · Position Summary · The Foreclosure Specialist plays a critical role in carrying out various activities related to the organization's foreclosure functions. Under general ...

    San Diego $45,000 - $90,000 (USD) per year

    3 days ago

Jobs
>
San Diego