Wealth Investor Relations Manager

TEAM OVERVIEW

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 every team member is encouraged to share ideas and contribute to our clients’ success.

 POSITION SUMMARY

KKR seeks to recruit an experienced professional to focus on wealth investor relations for registered and private products across all alternative asset classes.  The ideal candidate will bring deep knowledge of registered and private offering logistics at platform partners (private banks, wirehouses, RIAs, custodians, or independent broker/dealers), with a view into operational processes and the financial professional experiences transacting in alternatives.  The individual will work seamlessly with KKR’s Global Wealth Solutions (“GWS”) sales team, supporting financial advisors and their KKR relationship managers in designated territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR.  The ideal candidate will be comfortable facing clients and building strong relationships with KKR’s partner firms and financial professionals. 

RESPONSIBILITIES

• Field inquiries from Financial Advisors, Investors & internal stakeholders regarding KKR investment offerings.
• Support operational nuances of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, or independent broker/dealers).
• Develop strong understanding of distribution partners’ operational platforms and processes and become resident KKR expert for Advisor and KKR inquiries, build strong relationships with platform operations personnel.
• Liaise with KKR investment teams, finance and third-party transfer agents relating to client inquiries, problem resolution and reconciliation.
• Work with legal and compliance to ensure adherence to key regulatory requirements and offering rules.
• Assist in ad hoc projects / research to support GWS business initiatives.

QUALIFICATIONS

• Investor Relations and Alternative Asset Class Expertise (Comprehensive knowledge of alternatives, with an emphasis on private markets products)
• 5+ years of experience in investor relations, including a depth of expertise for ongoing product management of alternative funds targeted at Accredited Investors and Qualified Purchasers.
• Experience with Wealth Platforms and Fund Service Providers
• Ability to develop relationships with private wealth platforms including private banks, wirehouses, RIAs or independent broker/dealers
• Excellent academic credentials including an undergraduate degree
• Possess strong computer and excel skills
• Ability to manage multiple projects/inquiries simultaneously
• Series 7 License (preferred)

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