Head of Americas Wealth IR Servicing

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

KKR's Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience.

We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people. As such, we work closely with KKR's Global Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.),

and Deal teams.

We are passionate about understanding our clients' needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where very team member is encouraged to share ideas and contribute to our clients' success.

THE POSITION

KKR is seeking an experienced Director to join its expanding Americas Global Wealth Solutions (GWS) business, leading the region's wealth investor servicing efforts from our New York office. This individual will oversee:

* The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and

* The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients.

This role will sit at the center of all Americas Wealth servicing initiatives, with responsibility for onboarding, reporting, investor and advisor support, technology integration, and overall client experience across the region. The Director will work in close partnership with the Americas Global Wealth Solutions (GWS) team and report to the Global Head of Wealth Investor Relations within Client Operations. The remit covers the U.S., Canada, and Latin America.

RESPONSIBILITIES

* Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all GWS clients.

* Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas.

* Provide strategic input into the design, evolution, and execution of KKR evergreen semi-liquid vehicle structuring, launches and support models.

* Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives.

* Partner on key cross-functional projects that advance GWS and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy.

* Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings.

* Foster strong global alignment with GWS teams across EMEA and APAC to deliver consistent service, share best practices, and maintain a unified client experience, particularly for global platforms.

* Collaborate closely with transfer agency oversight and product management teams to ensure smooth and consistent workflows across KKR evergreen semi-liquid vehicle servicing and support.

* Represent Wealth Investor Relations in conversations with KKR leadership, technology, finance, legal, product, and all cross-functional working group participants to ensure the appropriate prioritization of wealth-focused initiatives both internally and with third parties.

* Manage and deepen relationships with critical service partners-administrators, custodians, data providers, and other third-party vendors.

QUALIFICATIONS

* 10-15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services…