Strategic Partnerships Lead – Transfer Agency

Altic is Invest Cloud's rules-based digital execution network for private markets. It connects asset managers and general partners on one side with wealth managers and their platforms on the other, and coordinates the service providers between them against a single shared operating standard.

Altic exists because wealth management is entering a structural transition in which private markets are increasingly expected to function inside managed and discretionary portfolio environments. However, existing private markets infrastructure was largely designed for:

• Institutional workflows
• Low transaction volumes
• High-touch operations
• Document-centric processing

Managed-account environments introduce fundamentally different requirements:

• Higher operational scale
• Increased lifecycle activity
• Smaller ticket sizes
• Model-driven portfolio construction
• Significantly greater workflow coordination demands

Public markets solved this decades ago through shared infrastructure and common standards. Private markets have not, and that is now the binding constraint on how far they can scale inside wealth portfolios. APL provides the managed account operating foundation. PM+ enables private investments to be managed alongside public assets. Altic provides the network and lifecycle coordination layer that makes private markets operations work at managed-account scale.

A network is only as good as who is on it. Altic works because the firms that actually process private markets activity - custodians, transfer agents, fund administrators and the wider service ecosystem - are commercially signed up to it and operating to its standard. Building that participant base determines how quickly Altic scales.

Invest Cloud is seeking a senior partnerships leader to build and own the transfer agent side of the Altic network. Transfer agents are among the most consequential participants: they process the subscriptions, maintain the investor register, and run the lifecycle servicing that everything downstream depends on.

The US transfer agent market is fragmented, with a wide field of viable counter parties servicing registered semi-liquid structures. Success depends on breadth and pace — covering the market systematically, prioritizing ruthlessly, and converting a steady flow of partners rather than running a small number of long campaigns.

This is not a traditional business development role. It is a founding commercial position, working directly with PMN leadership, Legal and Product, responsible for building the transfer agent base the Altic network depends on to scale.

Altic is a fully funded, capitalized operating business inside Invest Cloud, whose clients represent more than 40 percent of the $132 trillion of assets under management globally. The platform is built. What determines how fast it scales now is which firms are commercially signed up to it.

This role offers:

• Ownership of an entire side of a network, not a territory or a quota
• Commercial authority: you structure the deal, you run the negotiation, you sign the partner
• A market you can cover end to end, at a point where the operating standard for private markets in wealth is still being set
• A small, AI-native team that automates its own work before asking anyone else to
• The remit to extend into other network participant types as the network grows

You won't be handed a partner list and a target. You'll decide which transfer agents matter, and go and get them.

• Maintain systematic coverage of the US transfer agent landscape, including agents servicing registered semi-liquid structures
• Score and prioritize transfer agents against a rubric tied to their importance to the Altic network, and keep that prioritization current as product scope evolves
• Use AI-native tooling to keep market scanning, scoring and diligence continuous rather than periodic
• Keep PMN leadership able to forecast the network build accurately, with an honest read on where each partner genuinely sits

• Own commercial conversations end to end with prospective transfer agent partners, including pricing, deal structure and service commitments
• Convert prioritized targets into signed agreements at a pace that keeps the network build on track
• Run contract negotiations directly, working alongside Legal through to signature
• Hold the network standard where bespoke requests would fragment it, escalating the genuine exceptions rather than absorbing them