The Company is seeking a Vice President for Client Onboarding with a strong background in financial services, particularly in private equity. The successful candidate will be responsible for leading the Client Onboarding team, ensuring the seamless and high-quality onboarding of new and current institutional and private wealth clients. This role demands a highly collaborative leader with a client-first approach, a passion for delivering an exceptional onboarding experience, and a proven track record in leading client onboarding, investor operations, or client service teams. The Vice President will also be tasked with resolving complex onboarding challenges, fostering team development, and driving operational excellence to meet service standards. Applicants for the Vice President, Client Onboarding position at the company should have at least 10 years' of experience in financial services, with a preference for those with a background in private equity. The ideal candidate will possess strong leadership, relationship management, and operational skills, and be adept at balancing multiple priorities in a fast-paced environment. A Bachelor's degree in business studies or commerce is preferred, or equivalent experience. The role requires proficiency in CRM platforms, workflow technologies, and Microsoft 365 applications, as well as a strong knowledge of private markets, alternative investments, or asset management. The Vice President will be expected to drive process improvement initiatives, maintain reporting and metrics, and manage relationships with third-party administrators and external service providers.

Hiring Company

HarbourVest Partners