Senior Client Operations & Onboarding Leader

Co, Llp; Boston (MA); On-site; USD 180,000 - 260,000; Full time

Job summary

Co, Llp in Boston seeks a senior operations leader to oversee end-to-end investment operations for complex portfolios, including client onboarding, trade execution oversight, and reporting.

The role partners with global teams to enhance data governance, risk controls, and client service, ensuring scalable processes across regions and evolving regulatory requirements. 15+ years in investment operations are required.

Qualifications

• 15+ years of investment operations experience, including alternative asset lifecycle expertise.
• Proven success leading client service operations teams and strategic operational initiatives.
• Deep experience supporting alternative investments (private equity, hedge funds, etc.).
• Strong understanding of trade lifecycle management, custody relationships, and compliance.
• Ability to think strategically and enhance the client experience across regulatory environments.
• Practical, solutions-oriented approach to complex operational challenges.

Responsibilities

• Oversee day-to-day client lifecycle management and onboarding.
• supervise client trade execution oversight and service levels.
• Direct client reporting oversight and data governance practices.
• Collaborate with regional and global partners on client service and operations.
• Drive continuous improvement and scalable operating platforms.

Skills

Investment operations leadership

Trade lifecycle management

Client servicing excellence

Regulatory compliance knowledge

Data governance

Process improvement

Job description

Co, Llp in Boston seeks a senior operations leader to oversee end-to-end investment operations for complex portfolios, including client onboarding, trade execution oversight, and reporting.

The role partners with global teams to enhance data governance, risk controls, and client service, ensuring scalable processes across regions and evolving regulatory requirements. 15+ years in investment operations are required.