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Director, Investor Services US Wealth

Wellington Management | Boston, United States | Posted July 04, 2026

Position Overview

About the Role

We are seeking a Director, US Wealth Investor Services to lead the design, execution, and continuous evolution of the servicing model supporting our U.S. Wealth platform, with a focus on alternative investment solutions.

  • This role is responsible for delivering a high-quality, scalable servicing experience across financial advisors, investors, and intermediary partners, including wirehouses, IBDs, RIAs, private banks, and family offices. The Director will own the end-to-end investor lifecycle and will drive operational efficiency, productivity, and service quality through a combination of process design, technology enablement, and cross-functional partnership.
  • The Director is accountable for defining and managing the servicing operating model across segments, including clear ownership, handoffs, and escalation pathways. This individual serves as the senior authority for servicing delivery and performance, with direct responsibility f...
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