Institutional Client Transformation Director

The role

You will serve as a strategic transformation partner to sophisticated clients by redesigning core business processes and mapping complex system architectures. You will act as an embedded operational leader during multi-year implementations to ensure client success on the platform.

What you will do

• Serve as the single client-facing leader across onboarding and product teams
• Partner with client C-Suite and technology leadership to design future state system landscapes
• Own systems and data flow maps and workflow architecture
• Lead the redesign of core client workflows
• Bridge client business objectives with technical execution
• Identify workflow automation candidates and define AI agent requirements
• Build and execute organizational change strategies within client organizations
• Provide executive-level reporting on implementation progress and ROI
• Document workflow designs and implementation patterns for future accounts

Required qualifications

• 8-15 years of experience in management consulting, enterprise SaaS implementation, forward-deployed advisory, or digital transformation
• Meaningful portion of experience in financial services or private markets
• Working knowledge of private equity or alternative investment operations including fund structures, LP/GP dynamics, or investor reporting workflows
• Experience with AI tooling including CLI-based interfaces, agent frameworks, or MCP-style integrations
• Ability to map complex system landscapes and design workflow architectures
• Experience translating ambiguous client needs into structured proposals and ROI-based cases
• Strong executive presence
• Comfort with ambiguity
• Willingness to be on-site with clients 2-3 days per week

Nice to have

• Background in management consulting in the private equity, fund administration, or institutional asset management industries
• Experience in a forward-deployed model
• Familiarity with API-led integration patterns and enterprise data governance
• MBA or relevant advanced degree
• Lean Six Sigma, PMP, or PROSCI certification

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

About the company

Juniper Square is an Operations Partner for private markets that unifies technology, data, and fund administration services into a single platform. The company is founder-led and uses its JunieAI platform to reimagine how private markets operate.