Global VP, Investor Onboarding & Operations

The Panel

Dublin

On-site

EUR 150,000 - 190,000

Full time

48 hours ago
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Job summary

The Panel is seeking a Vice President, Client Onboarding to lead a high-performing team delivering a seamless onboarding experience for institutional and private wealth investors in Ireland. This strategic leadership role focuses on exceptional client service, operational excellence and collaboration with senior stakeholders across the business.

You will oversee onboarding activities, drive continuous improvement, and ensure investors receive a first-class experience from the outset.

Qualifications

  • Bachelor's degree or equivalent experience.
  • 10+ years' experience within financial services, ideally private markets, private equity, or asset management.
  • Proven leadership experience in client onboarding, investor operations, client services, or fund operations within financial services.

Responsibilities

  • Lead and develop the Client Onboarding team.
  • Oversee onboarding for institutional and private wealth investors.
  • Act as the senior escalation point for complex onboarding matters.
  • Partner closely with Legal, Compliance, Tax, Finance, Investor Relations, and external service providers.
  • Drive operational excellence through process enhancement and technology adoption.
  • Monitor performance metrics, service levels, and client outcomes.
  • Support new product launches and strategic business initiatives.
  • Manage, mentor and coach a global team based in 5 locations.

Skills

Leadership
Onboarding
Client services
Stakeholder management

Education

Bachelor's degree or equivalent experience

Job description

The Panel is seeking a Vice President, Client Onboarding to lead a high-performing team delivering a seamless onboarding experience for institutional and private wealth investors in Ireland. This strategic leadership role focuses on exceptional client service, operational excellence and collaboration with senior stakeholders across the business.

You will oversee onboarding activities, drive continuous improvement, and ensure investors receive a first-class experience from the outset.

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