Strategic Partnerships Lead, Transfer Agency

Job overview

The Strategic Partnerships Lead, Transfer Agency role is listed as onsite in New York, NY, with a salary range of $160,000–$180,000 per year. The role supports Altic, InvestCloud’s digital execution network for private markets, by building its transfer-agent participant base. This founding commercial position develops and owns transfer-agent partnerships that enable Altic to scale. The lead identifies and prioritizes prospective partners, negotiates and closes agreements, manages relationships through renewal, and coordinates partner handoffs and integration with internal teams.

What you'll do

• Maintain systematic coverage of the US transfer-agent market and prioritize prospective partners
• use AI-native tools for ongoing market scanning, scoring, and diligence
• own commercial discussions, pricing, deal structure, service commitments, and contract negotiations with Legal
• convert prioritized targets into signed agreements
• manage partner relationships through renewal and represent partner needs in the product roadmap
• coordinate handoffs and integration scoping with Product and Engineering.

What we're looking for

Skills & competencies

strategic partnerships lead

transfer agency

new york ny

investcloud

altic network

private markets

financial services

business development

commercial negotiation

partner relationships

fund operations

ai-native tools

$160k–$180k/year

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical/Rx, dental, vision, disability, and life/AD&D insurance
• FSA and HSA
• employee assistance and health advocacy
• voluntary ancillary plans
• 401(k) with company match
• paid time off.

Why this role

Founding commercial role with ownership of the transfer-agent side of Altic’s network and authority to structure, negotiate, and sign partner agreements.

About the employer

InvestCloud Private Markets Tech LLC is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.