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Wealth Management Regulatory Compliance Specialist

Senior Investor Services Lead, Fund Administration

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: CliftonLarsonAllen
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm is seeking an Investor Services Senior to join their Fund Administration group. This role involves managing client relationships, reviewing investor documents, and ensuring compliance with KYC/AML standards. Candidates must have at least 3 years of experience in Investor Services and a relevant Bachelor's degree. This position emphasizes operational efficiency and team leadership, offering comprehensive benefits such as flexible PTO and parental leave.
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Position Requirements
10+ Years work experience
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