Client Integration Lead - Fund Administration

G MASS; Toronto; On-site; CAD 115,000 - 155,000; Full time

Job summary

A global financial services firm is seeking a Client Integration Lead based in Toronto. The role involves onboarding new institutional clients, managing transitions across fund structures, and ensuring operational alignment with multiple teams. Ideal candidates will have a Bachelor's degree and extensive experience in financial services, particularly in fund administration.

Qualifications

• 10+ years’ experience in financial services.
• Proven experience within fund administration or fund operations.
• Confident in facilitating workshops and managing stakeholders.

Responsibilities

• Lead fund onboarding, conversions, and transitions across various fund structures.
• Deliver client integration projects from planning to go-live.
• Manage virtual, cross-functional project teams.

Skills

Project Management

Client Engagement

Stakeholder Management

Analytical Skills

Education

Bachelor’s degree in Finance, Accounting, Economics

CPA/CFA preferred

Job description

We are keen to speak with experienced professionals to join a global financial services firm as a Client Integration Lead. This Toronto-based role sits within a leading fund administrator and will involve occasional international travel.

The Client Integration Lead plays a critical role in onboarding new institutional clients, managing complex transitions across private markets and fund structures, and driving operational alignment across global delivery teams. You will lead strategic projects such as fund launches, conversions, and service expansions - working closely with internal stakeholders, technology teams, and senior client representatives to ensure a smooth, controlled onboarding process.

This role offers a unique opportunity to sit at the heart of client service and operations within a market leader.

Key Responsibilities

Client Onboarding & Integration

• Lead fund onboarding, conversions, and transitions across private credit, private equity, and hybrid fund structures
• Map client operating models to internal processes and technology platforms, ensuring end-to-end readiness
• Conduct workshops, whiteboarding sessions, and solution walk-throughs with clients and internal teams
• Coordinate across fund accounting, investor services, middle office, and ancillary teams to ensure alignment
• Oversee SLA design, service scope documentation, and client-specific workflow design

Project & Risk Management

• Deliver client integration projects from planning through go-live
• Track project milestones, manage risk and escalation, and provide executive-level reporting
• Ensure all technical and data reporting requirements are captured and addressed
• Drive continuous improvement initiatives to refine onboarding methodology and integration playbooks

Team Leadership & Client Engagement

• Manage virtual, cross-functional project teams across global delivery hubs
• Support sales and marketing teams with proposals, client pitches, and onboarding readiness plans
• Act as a trusted point of contact for clients throughout the onboarding journey
• Identify opportunities to expand services or streamline delivery through integration insights

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or similar; CPA/CFA preferred
• 10+ years’ experience in financial services, with strong project management credentials
• Proven experience within fund administration or fund operations (especially in private markets)
• Confident facilitating workshops and managing stakeholder expectations
• Strong grasp of fund structures, data/reporting needs, and operational processes
• Experienced in managing virtual teams and global projects with multiple dependencies
• Analytical, delivery-oriented, and client-focused

Benefits

Paying in the region of $115,000 CAD - $155,000 CAD depending on experience.