Director, Client Onboarding
Core
Leading end-to-end onboarding and implementation of Separately Managed Account (SMA) clients and employee enrollments, acting as a strategic partner to ensure seamless transitions from mandate award to ongoing servicing.
Role type
Senior IC Director, Client Onboarding
Builds
Operational readiness and seamless client launch for SMA mandates
Domain
Private markets / Asset management
Required skills
Complex project management, Cross-functional leadership, Risk identification and mitigation, Process improvement, Stakeholder management, Analytical decision-making
Preferred skills
SMA/institutional investor onboarding expertise, Governance framework development, Workflow optimization
Technologies
Microsoft 365, CRM platforms, Workflow management tools
Responsibilities
Lead onboarding from opportunity intake through operational handoff; Coordinate activities across Legal, Compliance, Treasury, and Fund Accounting; Establish governance forums and risk registers; Translate client agreements into actionable operational processes; Drive process standardization and technology enhancements.
Seniority
Senior, hands-on IC