Director, Client Implementation and Transitions
Core
Lead complex client onboarding, transition, service change, and offboarding for the U.S. Private Client business, acting as a senior partner to CIOs, Investment Directors, and clients.
Role type
Senior Individual Contributor, Director-level Client Implementation Lead
Builds
End-to-end implementation strategies and execution for high-risk, high-visibility client events
Domain
Investment Management / Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
complex client onboarding leadership, investment operations expertise, stakeholder alignment, risk management, governance design, process improvement, cross-functional leadership, regulatory compliance knowledge, alternative asset class knowledge (Private Equity, Private Credit, Hedge Funds, Real Assets)
Preferred skills
US regulatory landscape understanding, strategic process improvement, operating model enhancement
Technologies
N/A
Responsibilities
Lead end-to-end implementation strategy and execution for complex client events; Establish governance structures and decision points for engagements; Own identification and management of implementation risks; Contribute to the development of the operating model and process standards; Provide subject matter expertise and guidance to implementation teams; Lead post-implementation reviews and capture lessons learned
Seniority
Senior, hands-on IC with strategic influence
