Pinnacle Fund Services

Vice President

• Execute the strategic plan for the Private Equity division, driving profitability, client satisfaction, operational excellence, and long-term growth
• Lead KPI reviews and divisional performance management, using data and business insight to support clear priorities and sustained improvement
• Support firmwide transformation, operating standards, continuous improvement, and scalability initiatives
• Lead Private Equity service delivery teams across locations, ensuring timeliness, quality, consistency, and high standards across accounting, reporting, valuations, and client deliverables
• Improve client allocation methodologies, workforce planning, utilization, and capacity management
• Standardize operating practices, workflow disciplines, onboarding routines, and readiness for audits and client due diligence
• Own divisional profitability and operating performance, including utilization, realization, staffing levels, margins, and client profitability
• Guide resource strategy, resource allocation, and client profitability
• Serve as executive relationship lead for strategic Private Equity clients, focusing on retention, service quality, and growth
• Oversee action points from client reviews and lead resolution of complex client issues
• Lead and develop AVPs, Senior Managers, Managers, and future leaders
• Promote ownership, collaboration, accountability, commercial judgment, technical credibility, and client excellence

Vice President – Private Equity