3 дня назад
Vice President, Client Onboarding (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President, Client Onboarding (Financial Services): Leading client onboarding operations for institutional and private wealth investors across fund products with an accent on team leadership, regulatory adherence, and service quality. Focus on resolving complex onboarding challenges, coordinating cross-functional stakeholders, and driving process improvements, reporting, and operational efficiency.
Location: Dublin, Ireland; hybrid work arrangement with 18 remote workdays per quarter subject to manager approval
Company
is a global financial services firm focused on delivering solutions for clients and investing partners across private markets and fund products.
What you will do
- Direct the Client Onboarding team through coaching, mentorship, performance evaluation, and workload management.
- Manage onboarding processes for institutional and private wealth investors across HarbourVest fund products.
- Resolve complex onboarding issues, exceptions, partner concerns, and operational challenges.
- Coordinate onboarding activities with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, and Custom Solutions.
- Ensure adherence to policies, procedures, regulatory requirements, timelines, and service standards.
- Drive process improvements, reporting, dashboards, risk mitigation, and operational efficiency initiatives.
Requirements
- 10+ years of experience in financial services, preferably private equity.
- Leadership experience in client onboarding, investor operations, or client service teams.
- Demonstrated ability to lead, coach, and develop high-performing teams.
- Strong relationship management, collaboration, analytical, operational, and problem-solving skills.
- Knowledge of private markets, alternative investments, or asset management.
- Proficiency with CRM platforms, workflow technologies, and Microsoft 365 applications; a bachelor's degree in business, commerce, or equivalent experience is preferred.
Culture & Benefits
- Collaborative, open-door culture with a focus on diversity, inclusion, and mutual respect.
- Hybrid work arrangement with discretionary remote workdays each quarter, subject to manager approval.
- Environment supporting professional growth, continuous improvement, and development of new skills.
- Equal opportunity employer.
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