VP, Client Onboarding — Hybrid/Remote

HarbourVest Partners

Dublin

Hybrid

EUR 140,000 - 210,000

Full time

11 days ago

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Job summary

HarbourVest Partners in Dublin seeks a Vice President, Client Onboarding to lead the onboarding team across HarbourVest’s fund products for institutional and private wealth clients. You will ensure accurate, efficient onboarding within service standards and partner with multiple internal teams to resolve issues.

Ideal candidates have 10+ years in financial services, a client-first mindset, and strong leadership with collaboration skills.

Qualifications

  • Experience leading client onboarding or investor operations teams in financial services.
  • Client-first approach and passion for delivering an exceptional onboarding experience.
  • Strong leadership with ability to coach and develop high-performing teams.
  • Exceptional relationship management and collaborator coordination skills.
  • Operational, analytical, and problem-solving capabilities with program management experience.
  • Experience improving processes, controls, and driving operational efficiencies.
  • Ability to balance multiple priorities in a fast-paced environment while maintaining quality.
  • Excellent written and verbal communication skills.
  • Strong knowledge of private markets, alternative investments, or asset management.
  • Proficiency with CRM platforms, workflow technologies, and MS 365.

Responsibilities

  • Direct and guide the Client Onboarding team, delivering coaching, mentorship, and performance evaluation.
  • Manage daily onboarding processes for institutional and private wealth investors with HarbourVest’s fund products.
  • Ensure onboarding activities are carried out accurately, efficiently, and within timelines.
  • Monitor team capacity, workload distribution, and performance metrics.
  • Serve as a resource for complex onboarding issues, partner concerns, 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, procedures, and regulatory requirements.
  • Drive process improvement initiatives focused on efficiency, risk mitigation, and service quality.
  • Develop and maintain reporting, metrics, and dashboards to monitor outcomes.
  • Manage relationships with third-party administrators and external service providers.
  • Act as main point of contact for issues, exception processing, and new product launches.

Skills

Client onboarding leadership
Investor operations
Client service orientation
Relationship management
Cross-functional collaboration
Process improvement
Prioritization in fast-paced env
Written and verbal communication
Private markets / asset management
CRM/workflow tools proficiency

Education

Bachelor of Arts, Business Studies or Commerce (BA , BBS or B Comm) or equivalent experience

Tools

CRM platforms
Workflow technologies
Microsoft 365

Job description

HarbourVest Partners in Dublin seeks a Vice President, Client Onboarding to lead the onboarding team across HarbourVest’s fund products for institutional and private wealth clients. You will ensure accurate, efficient onboarding within service standards and partner with multiple internal teams to resolve issues.

Ideal candidates have 10+ years in financial services, a client-first mindset, and strong leadership with collaboration skills.

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