Strategic Partnerships Lead – Transfer Agency

Altic is InvestCloud's rules-based digital execution network for private markets. It connects asset managers and general partners on one side with wealth managers and their platforms on the other, and coordinates the service providers between them against a single shared operating standard. 

Altic exists because wealth management is entering a structural transition in which private markets are increasingly expected to function inside managed and discretionary portfolio environments. However, existing private markets infrastructure was largely designed for: 

• Institutional workflows 
• Low transaction volumes 
• High-touch operations 
• Document-centric processing 

Managed-account environments introduce fundamentally different requirements: 

• Higher operational scale 
• Increased lifecycle activity 
• Smaller ticket sizes 
• Model-driven portfolio construction 
• Significantly greater workflow coordination demands 

Public markets solved this decades ago through shared infrastructure and common standards. Private markets have not, and that is now the binding constraint on how far they can scale inside wealth portfolios. APL provides the managed account operating foundation. PM+ enables private investments to be managed alongside public assets. Altic provides the network and lifecycle coordination layer that makes private markets operations work at managed-account scale. 

A network is only as good as who is on it. Altic works because the firms that actually process private markets activity - custodians, transfer agents, fund administrators and the wider service ecosystem - are commercially signed up to it and operating to its standard. Building that participant base determines how quickly Altic scales. 

InvestCloud is seeking a senior partnerships leader to build and own the transfer agent side of the Altic network. Transfer agents are among the most consequential participants: they process the subscriptions, maintain the investor register, and run the lifecycle servicing that everything downstream depends on. 

The US transfer agent market is fragmented, with a wide field of viable counterparties servicing registered semi-liquid structures. Success depends on breadth and pace — covering the market systematically, prioritizing ruthlessly, and converting a steady flow of partners rather than running a small number of long campaigns. 

This is not a traditional business development role. It is a founding commercial position, working directly with PMN leadership, Legal and Product, responsible for building the transfer agent base the Altic network depends on to scale. 

Why This Role Is Different 

Altic is a fully funded, capitalized operating business inside InvestCloud, whose clients represent more than 40 percent of the $132 trillion of assets under management globally. The platform is built. What determines how fast it scales now is which firms are commercially signed up to it. 

This role offers: 

• Ownership of an entire side of a network, not a territory or a quota 
• Commercial authority: you structure the deal, you run the negotiation, you sign the partner 
• A market you can cover end to end, at a point where the operating standard for private markets in wealth is still being set 
• A small, AI-native team that automates its own work before asking anyone else to 
• The remit to extend into other network participant types as the network grows 

You won't be handed a partner list and a target. You'll decide which transfer agents matter, and go and get them. 

Key Responsibilities 

Pipeline & Market Coverage 

• Maintain systematic coverage of the US transfer agent landscape, including agents servicing registered semi-liquid structures 
• Score and prioritize transfer agents against a rubric tied to their importance to the Altic network, and keep that prioritization current as product scope evolves 
• Use AI-native tooling to keep market scanning, scoring and diligence continuous rather than periodic 
• Keep PMN leadership able to forecast the network build accurately, with an honest read on where each partner genuinely sits 

Commercial Structuring & Negotiation 

• Own commercial conversations end to end with prospective transfer agent partners, including pricing, deal structure and service commitments 
• Convert prioritized targets into signed agreements at a pace that keeps the network build on track 
• Run contract negotiations directly, working alongside Legal through to signature 
• Hold the network standard where bespoke requests would fragment it, escalating the genuine exceptions rather than absorbing them 

Relationship Ownership 

• Act as the named relationship owner for transfer agent partners across the full lifecycle, from first contact through renewal 
• Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals 
• Represent partner requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration 

Cross-Functional Delivery 

• Manage the handoff from signed agreement into Product and Engineering integration scoping 
• Remain engaged through integration so partners have a single, consistent point of contact 
• Escalate partner-side risks and blockers to the appropriate internal owner before they become delivery issues 

Basic Qualifications 

• 7–10 years in commercial partnerships, business development or strategic relationship management within financial services 
• Demonstrated experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties 
• Direct working experience within US asset management or fund operations, including exposure to transfer agency 
• Experience structuring pricing and running contract negotiations directly, working alongside Legal 

Preferred Qualifications 

• Existing relationships with US transfer agent firms 
• Working knowledge of registered semi-liquid fund structures, including interval funds, tender-offer funds and non-traded BDCs 
• Experience owning commercial and operational relationships with financial-services firms over multiple years rather than single transactions 
• Actively uses AI and modern research tooling in commercial work — this is how PMN operates day to day 
• Experience in a network, platform or infrastructure business where commercial terms must be standardized across many counterparties 
• Experience as an early or founding commercial hire 

About InvestCloud 

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. 

Our Values 

Client Connected 

Human Centered 

Technology Forward 

Respect + Integrity 

Excellence 
 
 
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on the applicant’s geographic location. Salary range:  $160,000 - $180,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.  

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