CareerPlan

Fund Order Services, Client Solution Lead-Assistant Vice President

Quincy, MA, USFull-time2026-11-07 → 2026-11-09

Core

Build and launch a new Fund Order Services solution for a strategic client and lead the service in Business As Usual (BAU), establishing a scalable operating model with strong controls and high automation.

Role type

Senior IC Fund Operations Leader (Client Solution)

Builds

Fund Order Services solution and scalable operating model

Domain

Financial Services / Fund Operations / Transaction Processing

Required skills

Fund operations expertise, operating model design, automation strategy, risk management, cross-functional leadership, stakeholder management, project delivery, control framework design, production support

Preferred skills

Fund Order Services experience, Transfer Agency knowledge, cash allocation expertise, technology-enabled operations

Technologies

Archer, ISRMP, TPRM, FRS

Responsibilities

Define outcomes, priorities, and decision rights for the service; design future-state operating models with automation; oversee control frameworks and compliance; lead production stabilization and BAU governance; manage cross-functional execution and risk mitigation.

Seniority

Senior, hands-on IC