Institutional Client Transformation Director

Juniper Square
New York
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 8-15 yearsSkills: ["Executive presence","Change management","Stakeholder management","Communication","Problem-solving"]

Strategic transformation partner to top private markets clients, mapping complex system architectures, redesigning workflows, and driving multi-year implementations. You’ll bridge business objectives with technical execution, design future-state architectures, and guide AI agent adoption to streamline investor operations within a digital-first, enterprise SaaS environment.

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Juniper Square
Juniper Square
3 months ago

Institutional Client Transformation Director

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Last checked: 6 hours agoStatus: Live

Job Summary

Strategic transformation partner to top private markets clients, mapping complex system architectures, redesigning workflows, and driving multi-year implementations. You’ll bridge business objectives with technical execution, design future-state architectures, and guide AI agent adoption to streamline investor operations within a digital-first, enterprise SaaS environment.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Business Transformation Quarterback. Serve as the single client-facing leader across onboarding and product teams for your accounts. Own the successful outcome throughout multi-year engagements and mobilize the right internal resources to make the client successful.
  • •Strategic Business Architecture. Partner with client C-Suite, technology leadership, and system architects to map their existing system landscape and design the future state with Juniper Square at the center. Own the systems and data flow map and workflow architecture that other teams execute against.
  • •Business Process Re-engineering. Lead the redesign of core client workflows, including areas beyond direct Juniper Square touchpoints. Identify where clients can automate, accelerate, or eliminate manual steps in partnership with our Technical Consulting team.
  • •Custom Development Facilitation. Bridge the client’s high-level business objectives with Juniper Square’s technical execution. Ensure the client’s true business need is accurately represented in product conversations and that timelines align to client goals.
  • •AI Agent Design & Orchestration. Identify workflow automation candidates, define agent requirements, and work hands-on with Juniper Square’s agentic platform and forward-deployed engineers to configure and deploy agents within client environments.

Pay and Benefits

Perks:Health InsuranceVisionLife InsuranceRetirementRemote WorkAnnual Bonus

Key Requirements

  • •8-15 years of experience in management consulting, enterprise SaaS implementation, forward-deployed advisory, or digital transformation with a meaningful portion in financial services or private markets.
  • •Genuine working knowledge of private equity or alternative investment operations including fund structures, LP/GP dynamics, investor reporting workflows, or similar.
  • •Experience with AI tooling including CLI-based interfaces, agent frameworks, or MCP-style integrations.
  • •Ability to map complex system landscapes and design workflow architectures that integrate new software into fragmented enterprise environments.
  • •Experience translating ambiguous client needs into structured proposals and making ROI-based cases for investment.
Experience:8-15 yearsPrivate equityInstitutional asset managementEnterprise SaaSFinancial services
Skills:Executive presenceChange managementStakeholder managementCommunicationProblem-solving
Languages:English
Tech Stack:CLIAI agentsMCPERPCRMData warehouse

Company Brief

Juniper Square
Provides connected fund software and managed fund administration services for private markets, helping GPs and LPs with fundraising, investor onboarding, reporting, treasury, and compliance via a unified SaaS platform.
Industry: Enterprise Software
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2014
Glassdoor
Glassdoor: 4.0
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