Director, Client Onboarding Technology

HarbourVest Partners; Boston (MA); Hybrid; USD 170.000 - 180.000; Vollzeit

Zusammenfassung

HarbourVest Partners is seeking a Director, Client Onboarding Technology to drive the end-to-end onboarding experience through innovative technology. You will define strategy, architecture, and roadmaps for onboarding workflows and data flows, partnering with Compliance, Legal, and IT teams to implement automated controls and integrated platforms.

The role requires 10–15 years in related fields, hands-on platform delivery, and deep Salesforce expertise, with a Bachelor’s degree and MBA

Qualifikationen

• 10–15 years in client onboarding, operations, product management, or technology delivery within asset management, private markets, or financial services.
• Hands-on experience implementing client onboarding or subscription platforms.
• Demonstrable understanding of Salesforce and client data flows.
• Experience automating workflows with BPM software.
• Experience defining data integrations across onboarding, CRM, document, and administration systems.
• Knowledge of onboarding regulatory requirements, including KYC, AML, investor qualification, and tax documentation.
• Agile delivery and backlog management across business, IT, and vendor teams.
• Demonstrable ability to lead change and influence senior collaborators.
• Communicates well with strong analytical and decision-making skills.
• Experience with investor onboarding platforms such as SUBSCRIBE, Passthrough, or Anduin, including Salesforce integrations.

Aufgaben

• Define the vision, operating model, and capability roadmap for client onboarding.
• Define the target technology architecture across CRM, workflow, investor data, KYC/AML tooling, and investor portal.
• Translate business and regulatory needs into prioritized requirements with measurable targets.
• Build the Case for Onboarding technology investments.
• Partner with Compliance, Legal, Tax, Client Operations, and Investor Relations to translate requirements into automated controls and a connected onboarding workflow.
• Partner with IT Leads to build technology solutions for subscription, client data capture, and account-setup across the client life-cycle, including AML/KYC.
• Define and complete iterative delivery framework to build, improve and support Client Onboarding.
• Lead “replace-versus-optimize” decisions, configuration, and optimization of onboarding platforms (SUBSCRIBE, Passthrough, Anduin).
• Lead design and automation of workflows in BPM software (routing, approvals, audit trails).
• Align Salesforce data, objects, and workflows with onboarding lifecycle; manage Salesforce integrations.

Kenntnisse

Client onboarding

Operations

Product management

Technology delivery

Salesforce integrations

Agile delivery

Change leadership

Analytical thinking

Stakeholder management

Ausbildung

Bachelor’s degree or equivalent experience

MBA (preferred)

Tools

Salesforce

SUBSCRIBE

Passthrough

Anduin

Jobbeschreibung

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.

HarbourVest Partners, LLC is seeking a Director, Client Onboarding Technology to lead our technology initiatives supporting the end-to-end client onboarding experience. This role is pivotal in ensuring our processes are efficient, accurate, and controlled through innovative technology!

Key Responsibilities

Strategy, Architecture & Roadmap

• Define the vision, operating model, and capability roadmap for client onboarding for both institutional and wealth channels.


• Define the target technology architecture across CRM, workflow, investor data, KYC/AML tooling, and the investor portal.


• Translate business and regulatory needs into prioritized requirements with measurable targets.


• Build the Case for Onboarding technology investments.

Onboarding Platform Build Execution

• Partner with Compliance, Legal, Tax, Client Operations, and Investor Relations to translate requirements into automated controls and a connected onboarding workflow.


• Partner with IT Leads to build technology solutions for the subscription, client data capture, and account-setup process covering the client life-cycle, including AML/KYC


• Define and complete iterative delivery framework to build, improve and support Client Onboarding

Technology, Workflow & Integration

• Lead \"replace-versus-optimize\" decision selection, configuration, and optimization of subscription and investor onboarding platforms, such as SUBSCRIBE, Passthrough, or Anduin.


• Lead design and automation of workflows in business process management software, including routing, approvals, and audit trails.


• Align Salesforce data, objects, and workflows with the onboarding lifecycle, and manage platform-to-Salesforce integrations such as invites, data pre-population, and status synchronization.


• Build golden record and integrations with administrators and internal systems, including Salesforce, e-signature, document management, and data platforms.


• Manage the backlog and lead testing and release readiness across IT, business and vendors, using Agile methods.

Data, Controls & Reporting

• Partner with Data Owners to establish data standards so client information is captured once and flows accurately downstream.


• Partner with Data and Visualization teams on required dashboards for pipeline, aging, and completeness.


• Maintain process documentation and control evidence for audit and regulatory review.

Change Management & Governance

• Lead and support change across the business through communications, training, and demos.


• Gather stakeholder feedback and drive continuous improvement.


• Coordinate with vendors and system integrators on cost, quality, and delivery against the phased plan, with ECI, Technology, and Finance.


• Identify and manage technical risks, including data migration, integration lead times, and adoption.


• Report progress, risks, and value delivered to senior leadership.

What you bring:

• 10-15 years in client onboarding, operations, product management, or technology delivery within asset management, private markets, or financial services.


• Hands-on experience implementing client onboarding or subscription platforms.


• Demonstrable understanding of Salesforce and client data flows.


• Experience automating workflows with business process management software.


• Experience defining data integrations across onboarding, CRM, document, and administration systems.


• Knowledge of onboarding regulatory requirements, including KYC, AML, investor qualification, and tax documentation.


• Agile delivery and backlog management experience across business, IT, and vendor teams.


• Demonstrable ability to lead change and influence senior collaborators.


• Communicates well, with strong analytical and decision-making skills.


• Experience with investor onboarding platforms such as SUBSCRIBE, Passthrough, or Anduin, including Salesforce integrations.


• Experience supporting multiple client types and distribution channels.


• Bachelor’s degree or equivalent experience required; MBA preferred.

Base Salary Range

$170,000.00 - $180,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.