Vice President, Instruction Capture

We're seeking a future team member for the role of Vice President, Instruction Capture Client Event Manager to join Fund and Investor Solutions
. This role is located in Lake Mary
.

In this role, you'll make an impact in the following ways:

• Represent Instruction Capture in client engagements as a subject matter expert, with a focus on Fund processing, including orders, baskets, and lifecycle events.
• Develop and maintain standardized Instruction Capture offering materials and client documentation, including due diligence content.
• Advocate for scalable, controlled, and STP-aligned workflows in client discussions and solution design.
• Partner with clients and internal stakeholders to support onboarding, event readiness, and operating model optimization.

To be successful in this role, we're seeking the following:

• 7+ years of experience in Financial Services.
• Deep expertise in Instruction Capture, Fund Accounting, or related operational and client service domains.
• Strong experience across:
  • Front-to-back trade lifecycle processes, from execution through capture, enrichment, and downstream processing.
  • ETF or Mutual Fund lifecycle, including orders, baskets, NAV impact, and processing flows.
  • Client service and fund accounting & operations.
• Demonstrated success in:
  • Client onboarding and fund lifecycle events.
  • Understanding of operational risk, controls, and regulatory frameworks.
  • Collaboration with Operations, Relationship Management, external Clients.