Adina Lahman
High-Impact Investor Services, Client Success, & Operations Leader | Traditional & Alternative Asset Expertise | Driver of Growth, Efficiency, & Customer Satisfaction
- Role
- Director, Customer Success at Alto
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Adina Lahman
Hi! I’m Adina, a financial services leader with a deep bench of experience across new business implementation, investor relations, and operations. I’ve spent my career building high-value relationships, elevating client experience, and enabling growth through streamlined processes and scalable teams.I specialize in:• Growing and retaining institutional and high-net-worth investor relationships — driving the rise of alternative assets under custody from $24B to $62B over six years.• Building and leading teams of up to 80 professionals, aligning individual strengths to close gaps and fuel transformation.• Supporting strategic growth, M&A, and enterprise-level initiatives that drive efficiency, innovation, and results.• Championing data, AI, and emerging tech to eliminate friction, reduce costs, and improve the client journey at every stage.• Navigating high-stakes environments with consistency, clarity, and calm.I’m grounded in the belief that delivering for clients is a privilege, not a transaction — and that trust is earned through relentless follow-through and a deep understanding of what matters most to them. I also lead with empathy and strategic candor, adapting to the needs of my teams and helping them unlock their full potential.PORTFOLIO HIGHLIGHTS:ASSET UNDER CUSTODY• $24B (2018) → $62B (2024)• 14k → 45k alternative assetsINVESTMENT CLASSESPrivate Equity • Real Estate • Debt • Marketplace Loans • Hedge Funds • Mutual Funds/Stocks/ETFs • Precious MetalsCLIENTS SERVED900+ RIAs & Broker Dealers • 10k+ Investment Sponsors • 280+ Fund Managers • 80k+ HNW InvestorsCORE COMPETENCIES:MANAGING B2B/B2C RELATIONSHIPSClient Onboarding, Growth, Satisfaction, & Retention • Opportunity Development & Cross-Selling • Customer Experience Optimization • Onshore/Offshore Contact Center Management • KPI ManagementEXECUTING CORPORATE STRATEGIESGrowth Strategy • Operationalizing Data Analytics & BI • AI Implementation • API Integrations • Robotic Process Automation • Strategic Partnerships • Product ManagementDRIVING OPERATIONAL EXCELLENCEStrategic Planning • Alternative Asset Onboarding & Transaction Management • Post-M&A Integrations • Digital Transformation • Function & Process Improvement • Budget Management • Risk Management • Change ManagementLEADING CROSS-FUNCTIONALLYC-Suite Advisory & Thought Partner • Attracting, Developing, & Mentoring Talent • Breaking Down Organizational Barriers
Experience
Director, Customer Success
May 2025 — Present · Chicago, IL, US
Brought on by the FinTech platform to serve as the main stakeholder for onboarding, investment execution, and investment support — driving adoption & retention, elevating the customer experience, and supporting the continued growth of its private-market investment business.
Education
DePaul University
Bachelor of Business Administration (BBA)
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