Director, Client Onboarding

Location: Boston, United States; hybrid

Base salary: $135,000–$145,000 annually, plus eligibility for a discretionary annual bonus and additional total rewards.

Company

hirify.global is an asset management firm focused on private markets and separately managed account solutions.

What you will do

• Lead onboarding and implementation for new and existing employee and separately managed account clients, from opportunity intake through operational handoff.
• Coordinate complex initiatives across Legal, Solutions, Client Service, Compliance, Tax, Treasury, Reporting, Fund Accounting, third-party administrators, and other functions.
• Maintain governance forums, onboarding trackers, risk registers, readiness assessments, and status reporting.
• Translate client agreements, side letters, and customized requirements into operational processes and servicing models.
• Identify and mitigate onboarding risks, dependencies, and issues supporting successful client launches and closings.
• Drive process improvement, standardization, workflow optimization, and technology enhancements, while supporting leadership reporting and capacity planning.

Requirements

• 7+ years of finance experience in a client onboarding capacity preferred.
• Experience with complex client onboarding, implementation, or operational programs in private markets or asset management.
• Strong understanding of separately managed accounts and institutional and wealth investor onboarding.
• Experience leading cross-functional projects and developing governance frameworks, project plans, reporting, and operational controls.
• Strong communication, analytical, problem-solving, decision-making, prioritization, and relationship management skills.
• Proficiency with Microsoft 365, CRM platforms, workflow management tools, and project management methodologies.

Nice to have

• Bachelor of Arts degree or equivalent experience.

Culture & Benefits

• Hybrid work arrangement in Boston.
• Comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off, leave benefits, and well-being programs.
• Eligibility for a discretionary annual bonus based on individual and firm performance.
• Potential participation in long-term reward programs for more senior-level roles.