Onboarding Tech Director: Platform Strategy

HarbourVest Partners; Boston (MA); Hybride; USD 170 000 - 180 000; Plein temps

Résumé du poste

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

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Client onboarding

Operations

Product management

Technology delivery

Salesforce integrations

Agile delivery

Change leadership

Analytical thinking

Stakeholder management

Formation

Bachelor’s degree or equivalent experience

MBA (preferred)

Outils

Salesforce

SUBSCRIBE

Passthrough

Anduin

Description du poste

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