Director, QIS Client Services

CFA Institute; Boston (MA); Hybrid; USD 135,000 - 155,000; Full time

Job summary

HarbourVest is seeking a Client Service Director focused on Quantitative Investment Sciences (QIS) to lead a dedicated client service team and deliver an exceptional client experience. You will partner with QIS, Investor Relations, Technology, and Operations to resolve issues and drive scalable processes that support clients throughout their journey.

The role requires strong communication, presentation, and writing skills, plus experience collaborating with investment, quant, and technology

Qualifications

• Bachelor's degree required; master's degree or equivalent preferred.
• CFA or CAIA designation a plus.
• 7–10 years of client-facing institutional service/relationship mgmt experience.

Responsibilities

• Build and lead the QIS Client Service team with scalable processes.
• Serve as primary client contact, delivering a holistic experience.
• Log and track incoming QIS requests for benchmarking and analytics.
• Define and communicate service KPIs to internal stakeholders.
• Roll out QIS processes and manage change to enable capabilities.

Skills

QIS-focused client service

Presentation skills

Writing skills

Process management

Change management

Cross-functional collaboration

Education

Bachelor's degree

Master's degree or related field

CFA/CAIA designation

Tools

Microsoft Excel

PowerPoint

Salesforce

Job description

HarbourVest is seeking a Client Service Director focused on Quantitative Investment Sciences (QIS) to lead a dedicated client service team and deliver an exceptional client experience. You will partner with QIS, Investor Relations, Technology, and Operations to resolve issues and drive scalable processes that support clients throughout their journey.

The role requires strong communication, presentation, and writing skills, plus experience collaborating with investment, quant, and technology