Vice President, Client Onboarding

Harbourvest Partners (U.K.) Limited

Dublin

Hybride

EUR 150 000 - 190 000

Plein temps

Il y a 11 jours

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Résumé du poste

HarbourVest Partners (U.K.) Limited in Ireland seeks a senior leader to head Client Onboarding, overseeing onboarding for institutional and private wealth clients across HarbourVest fund products. The role emphasizes client experience, operational excellence, and collaboration with internal teams and external administrators.

You will develop high-performing teams, manage multiple priorities in a fast-paced environment, and ensure processes and controls meet regulatory requirements while

Qualifications

  • 10+ years in financial services, preferably private equity.
  • Experience leading client onboarding teams.
  • Bachelor's degree in BA/BS or Commerce.
  • Strong stakeholder management and regulatory awareness.

Responsabilités

  • Direct and guide the Client Onboarding team, providing coaching and performance evaluation.
  • Manage daily onboarding processes for institutional and private wealth investors.
  • Ensure onboarding activities are carried out accurately and within timelines.
  • Monitor team capacity, workload distribution, and performance metrics.
  • Serve as a resource for complex onboarding issues and operational challenges.
  • Coordinate onboarding activities with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, and Custom Solutions.
  • Review onboarding activities to ensure adherence to policies and regulatory requirements.
  • Drive process improvement initiatives focused on efficiency and risk mitigation.
  • Develop and maintain reporting, metrics, and dashboards to monitor onboarding outcomes.
  • Manage relationships with third-party administrators and external service providers.

Connaissances

Client onboarding leadership
Team leadership
Relationship management
Operational excellence
Strong communication
Process improvement
Project management
CRM proficiency
Microsoft 365

Formation

BA/BS in Business Studies or Commerce

Outils

CRM platforms
Workflow technologies
Microsoft 365

Description du poste

Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

The Vice President, Client Onboarding directs the daily work of the Client Onboarding team and supervises the onboarding of new and current institutional and private wealth clients across HarbourVest's fund products. They make sure onboarding processes are performed accurately, efficiently, and meet the established service standards. As a senior partner to investors, internal participants, and third-party administrators, the Vice President resolves complex onboarding challenges, fosters team development, and advances operational excellence to ensure a seamless and high-quality client experience.

The successful candidate will be a highly collaborative leader who combines strong client service orientation with operational expertise and sound judgment. They will possess a client-first approach, consistently advocating for the investor experience while balancing business requirements, risk management, and operational effectiveness. They will excel in developing high-performing teams, managing competing priorities, and fostering a culture of continuous improvement and accountability.

Ideal candidate is someone who has:
  • A consistent track record of leading client onboarding, investor operations, or client service teams within financial services
  • A client-first approach and a passion for delivering an exceptional onboarding experience
  • Strong leadership experience with a demonstrated ability to lead, coach, and develop high-performing teams
  • Exceptional relationship management and collaborator coordination skills
  • Strong operational, analytical, and problem-solving capabilities with program management experience
  • Experience improving processes, enhancing controls, and driving operational efficiencies
  • The ability to balance multiple priorities in a fast-paced environment while maintaining a high standard of quality
  • Excellent written and verbal communication skills
  • Strong knowledge of private markets, alternative investments, or asset management
  • Proficiency with CRM platforms, workflow technologies, and Microsoft 365 applications
What you will do:
  • Direct and guide the Client Onboarding team, delivering coaching, mentorship, and performance evaluation to encourage individual and team progress
  • Manage the daily onboarding processes for institutional and private wealth investors involved with HarbourVest's fund products
  • Ensure onboarding activities are carried out accurately, efficiently, and within established timelines and service standards
  • Monitor team capacity, workload distribution, and performance metrics to support effective execution and positive client outcomes
  • Serve as a resource for complex onboarding issues, partner concerns, and operational challenges
  • Partner with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, and Custom Solutions to coordinate onboarding activities and resolve issues
  • Review onboarding activities to ensure adherence to policies, procedures, and regulatory requirements
  • Drive process improvement initiatives focused on efficiency, consistency, risk mitigation, and service quality
  • Develop and maintain reporting, metrics, and operational dashboards to monitor team performance and onboarding outcomes
  • Manage relationships with third-party administrators and external service providers supporting onboarding activities
  • Act as the main point of contact for issues, exception processing, and new product launches
Education Preferred
  • Bachelor of Arts, Business Studies or Commerce (BA , BBS or B Comm) or equivalent experience
Experience 10+ years
  • Experience 10+ years experience in financial services preferably in private equity

HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

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