Institutional Client Transformation Director

ABOUT JUNIPER SQUARE Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come. Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us! Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/ operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. ABOUT YOUR ROLE Juniper Square is building the infrastructure layer for the world’s most sophisticated private markets firms. We are looking for an Institutional Client Transformation Director to serve as a strategic transformation partner to our most sophisticated clients. Based in our New York office, you will act as a trusted advisor to client executives and system architects, responsible for redesigning core business processes and influencing what Juniper Square builds to help clients thrive on our platform. You will map complex system architectures and redesign how multi-hundred-billion-dollar firms manage their investor ecosystems. This includes designing workflow architecture to integrate Juniper Square with existing ERP, CRM, and data warehouse environments and deploying AI agents to streamline investor operations. Reporting to the Head of Institutional Client Success, you are the embedded operational leader for Institutional accounts during multi-year implementations, owning project health from initial onboarding through operational maturity. Your expertise in change management and business process re-engineering (BPR) will be instrumental in transforming clients from legacy operators into institutional-grade digital powerhouses. WHAT YOU’LL DO - Business Transformation Quarterback. Serve as the single client-facing leader across onboarding and product teams for your accounts. Own the successful outcome throughout multi-year engagements and mobilize the right internal resources to make the client successful. - Strategic Business Architecture. Partner with client C-Suite, technology leadership, and system architects to map their existing system landscape (fund administration providers, CRM, data warehouses, LP portals) and design the future state with Juniper Square at the center. Own the systems and data flow map and workflow architecture that other teams execute against. - Business Process Re-engineering. Lead the redesign of core client workflows, i…