Platform Operations Lead

Tangible

. Own the operational lifecycle of transactions on the platform, from deal setup and listing through bidding, award, closing, settlement and fee collection .

Posted 11/11/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in transaction operations and deal execution within private markets, ensuring compliance with KYC/AML requirements and managing multiple transactions with precision. Proficient in developing operational processes and applying AI tools to enhance efficiency.

Highest-signal resume keywords

Transaction Operations ExperienceKYC/AML FamiliarityOperational Process ImprovementFINRA Qualifications WillingnessData Skills (SQL, Metabase)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction Lifecycle ManagementDeal ExecutionOperational ComplianceSecondary Transaction UnderstandingAuction Process ExperienceReporting SkillsData AnalysisWorkflow Platform ProficiencyE-Signature Tool ProficiencyStructured Tracker Proficiency

Soft Skills

Excellent Communication SkillsClient Relationship ManagementDeadline ManagementAttention to DetailConfidence in Client Interactions

Tools & Technologies

AI ToolsWorkflow PlatformsE-Signature ToolsStructured TrackersMetabase

Certifications & Qualifications

FINRA SIEFINRA Series 63FINRA Series 82

Industry Keywords

Private MarketsBroker-Dealer OperationsFund OperationsSecondaries PlatformWealth PlatformPlacement AgentFund AdministratorTransfer AgentLP Interest TransfersCapital Account Statements

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own the operational lifecycle of transactions on the platform, from deal setup and listing through bidding, award, closing, settlement and fee collection
Prepare and launch liquidity windows with Product and partners
Onboard buyers across partner platforms
Manage a pipeline of parallel transactions against partner timelines
Coordinate documentation, KYC and fund administrator review through settlement
Act as an operational point of contact for partners, GPs, fund administrators, buyers, sellers and their advisors
Ensure every transaction runs within the broker-dealer's compliance framework with complete, audit-ready records
Work with Finance to invoice and collect fees on completed transactions
Develop and maintain SOPs, partner playbooks and operating metrics
Partner with Product and Engineering on requirements, testing and internal tooling
Apply AI tools to automate operational work
Work across European and US hours with strong overlap with both

Requirements

What you’ll need

4 to 7 years' experience in transaction operations, deal execution or fund operations in private markets
Excellent written and verbal communication skills
Confidence working directly with clients and institutional counterparties
Track record of managing multiple live transactions against fixed deadlines with a high degree of accuracy
Experience designing and improving operational processes
Familiarity with KYC/AML requirements
Proficiency with workflow platforms, e-signature tools and structured trackers
Interest in applying AI tools to operations
Willingness to obtain FINRA qualifications (SIE, Series 63 and Series 82), with company support
Understanding of the secondary transaction lifecycle, including LP interest transfers, purchase and sale agreements, transfer and subscription agreements, capital account statements, GP consent and fund administrator workflows
Experience at a secondaries platform or advisor, wealth platform, placement agent, fund administrator or transfer agent
Experience in US broker-dealer operations or compliance, or existing FINRA registrations
Experience with auction or window-based secondary processes, or with feeder and evergreen funds held by individual investors
Reporting or data skills (SQL, Metabase or advanced spreadsheets)

Benefits

Comp & perks

Company support for obtaining FINRA qualifications (SIE, Series 63 and Series 82)
Hybrid work arrangement with remote work available for US Eastern Time candidates
40 hours/week
At-will employment