Director, Client Onboarding Technology

Location: Boston, United States; hybrid work arrangement with 18 remote workdays per quarter, subject to manager approval.

Base salary: $170,000–$180,000 per year, plus eligibility for a discretionary annual bonus and potential long-term reward programs.

Company

hirify.global is a global asset management and private markets firm focused on delivering solutions to clients and investing partners.

What you will do

• Define the vision, operating model, capability roadmap, and target architecture for client onboarding across institutional and wealth channels.
• Translate business and regulatory needs into prioritized requirements, automated controls, and connected onboarding workflows.
• Lead the configuration, optimization, integration, and delivery of subscription and investor onboarding platforms, including SUBSCRIBE, Passthrough, or Anduin.
• Align Salesforce data, objects, workflows, and integrations with the onboarding lifecycle, including invitations, data pre-population, and status synchronization.
• Establish data standards, golden records, dashboards, documentation, and control evidence for operational, audit, and regulatory needs.
• Lead Agile backlog management, testing, release readiness, vendor coordination, risk management, communications, training, and continuous improvement.

Requirements

• 10–15 years of experience in client onboarding, operations, product management, or technology delivery within asset management, private markets, or financial services.
• Hands-on experience implementing client onboarding or subscription platforms.
• Demonstrable understanding of Salesforce and client data flows, including experience with Salesforce integrations.
• Experience automating workflows with business process management software.
• Experience defining data integrations across onboarding, CRM, document management, administration, and data systems.
• Knowledge of onboarding regulatory requirements, including KYC, AML, investor qualification, and tax documentation.
• Agile delivery and backlog management experience across business, IT, and vendor teams.
• Ability to lead change and influence senior collaborators, supported by strong communication, analytical, and decision-making skills.
• Experience supporting multiple client types and distribution channels.
• Bachelor’s degree or equivalent experience required.

Nice to have

• MBA preferred.
• Experience with investor onboarding platforms such as SUBSCRIBE, Passthrough, or Anduin.

Culture & Benefits

• Collaborative, open-door environment focused on diversity, inclusion, mutual respect, and innovative thinking.
• Hybrid work arrangement with discretionary remote workdays subject to manager approval.
• Comprehensive 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 and potential long-term reward programs depending on role and performance.