VP Client Onboarding - Investment Management (exclusive role)

The Panel; Dublin; On-site; EUR 150,000 - 190,000; Full time

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

We are working exclusively with a privately owned investment manager to source a hi-calibre Vice President, Client Onboarding to lead a high-performing team responsible for delivering a seamless onboarding experience for institutional and private wealth investors.

This is a strategic leadership opportunity for someone who combines exceptional client service with operational excellence. You'll oversee onboarding activities, drive continuous improvement, partner with senior stakeholders across the business, and ensure every investor receives a first-class experience from the outset.

Key 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.

The candidate

• Bachelor's degree or equivalent experience
• Min 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
• A client-first mindset with a passion for delivering exceptional investor experiences
• Strong people leadership skills, with a track record of building and developing high-performing teams