Vice President, Client Onboarding
Core
Direct the daily work of the Client Onboarding team and supervise the onboarding of new and current institutional and private wealth clients across HarbourVest's fund products.
Role type
Senior IC Vice President (Client Onboarding)
Builds
Onboarding processes for institutional and private wealth investors
Domain
Private markets / Alternative investments / Asset management
Required skills
Client service orientation, Operational expertise, Team leadership, Relationship management, Program management, Process improvement, Risk management, Analytical capabilities, CRM proficiency, Microsoft 365 proficiency
Preferred skills
Private markets knowledge, Alternative investments knowledge, Asset management knowledge
Responsibilities
Direct and guide the Client Onboarding team, Manage the daily onboarding processes for institutional and private wealth investors, Ensure onboarding activities are carried out accurately and efficiently, Monitor team capacity and performance metrics, Partner with cross-functional teams to coordinate onboarding activities, Drive process improvement initiatives focused on efficiency and risk mitigation, Develop and maintain reporting and operational dashboards, Manage relationships with third-party administrators
Seniority
Senior, hands-on IC