Vice President, Investor OperationsSpeed Bay Warehouse Solutions
Reports to: Head of Wealth Solutions/Head of Fundraising & Investor Relations
Location: Denver, CO (Cherry Creek)
Schedule: Full-time, Exempt, In-Office
About the RoleSpeed Bay Warehouse Solutions is seeking a Vice President, Investor Operations to serve as the internal relationship manager coordinating interactions with broker-dealers, fintech platforms, institutional investors and third-party servicers for the Speed Bay REIT and Flagship Fund. This role is the operational backbone of Speed Bay's distribution platform, ensuring that investor transactions, communications, and reporting are executed accurately, on time, and in a manner that reflects well on the firm across every channel.
The VP, Investor Operations will act as the connective tissue between Speed Bay's internal teams (Fund Accounting, Legal, Compliance, and Investor Relations) and its external distribution partners. This person will bring order, accountability, and scalable process to a fast-growing capital raising platform.
The ideal candidate has deep experience in investor and fund operations and/or managing broker-dealer/distribution support within non-traded real estate or other alternative investment programs, along with the relationship-management instincts to represent Speed Bay professionally to external partners and investors alike.
Key ResponsibilitiesREIT Fund Operations Management- Serve as the primary point of contact between Speed Bay and its transfer agent;
- Monitor transfer agent service levels and turnaround times, resolve escalations, and drive continuous improvement in processing accuracy.
- Work with other key team members to ensure investor operations align with fund documents, offering terms, and regulatory requirements.
- Coordinate operations-related interactions with the managing broker-dealer.
- Work with Fundraising Team to support operational due diligence requests and onboarding for new institutional investors and wealth platforms.
Institutional and Fintech Platform Relationships- Build and maintain relationships with home office operations teams, custodians, and fintech/alternative investment platforms supporting distribution.
- Coordinate platform integrations, data feeds, and reporting requirements to ensure accurate, timely investor data across distribution partners.
- Serve as liaison between internal technology teams and external fintech partners to troubleshoot and resolve operational issues.
Institutional Investor Reporting- Work with the fund accounting team and external investor portal partner to oversee preparation and distribution of institutional investor communications, including capital calls, distributions, tax documents, statements, and periodic reporting.
- Partner with Investor Relations and Marketing on investor-facing materials and respond to escalated investor inquiries.
Operational Excellence & Process Management- Serve as the operational backbone of the distribution platform, building and refining processes, controls, and systems that scale with capital-raising growth.
- Identify and implement opportunities to automate and streamline investor operations workflows.
- Manage internal staff and/or external service providers supporting the investor operations function.
Qualifications- 8+ years of experience in institutional investor operations, fund administration, and/or broker-dealer/distribution operations, ideally within alternative investment programs.
- Strong working knowledge of distribution platforms, fund LP management, and distribution operations for both institutional and retail private alternative investment products.
- Established relationships with broker-dealer home offices, custodians, and fintech/alternative investment platforms preferred.
- Solid understanding of FINRA/SEC requirements governing distribution of private alternative funds.
- Excellent relationship-management and communication skills, with the ability to serve as a trusted point of contact across internal and external stakeholders.
- Strong process orientation and project-management skills; experience building or scaling operational infrastructure.
- Proficiency with Microsoft Office Suite; experience with transfer agent/fund administration systems and CRM platforms (e.g. Juniper Square, Salesforce) a plus.
- FINRA licensure (e.g., Series 7/24/99) a plus but not required.
- Bachelor's degree in Business, or a related field preferred.
What We Offer- Competitive base salary and discretionary bonus.
- Comprehensive medical, dental, vision, life, and disability insurance.
- 401(k) plan + match.
- A genuine opportunity to build and shape the investor operations function of a fast-growing, institutionally backed real estate platform from an early stage.
- Direct impact on the firm's distribution platform and capital-raising success.
- A collaborative, high-performing team culture backed by industry-leading founders.
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.
Physical RequirementsRequired to stand, walk, and sit. Sedentary for large portions of the day.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Noise level is usually moderate; office environment.
- Ability to see details at close range.
- Repetitive motion and manual dexterity to input data on keyboard.
CompensationThe annual full-time base salary range for this role is $175,000 - $190,000. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are also eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.
