VP, Client Onboarding & Transitions Architect

Hirtle & Co.; Conshohocken (Montgomery County); On-site; USD 150,000 - 190,000; Full time

Job summary

Hirtle & Co. seeks a Vice President, Client Transitions to lead onboarding, account transitions, and client operations within the Investment Operations team.

The role blends operational execution with strategic thinking, coordinating with Portfolio Management, Client Service, Compliance, and custodial partners. The ideal candidate has wealth management operations experience, a passion for automation and data-driven solutions, and a track record of implementing scalable process improvements

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or related field.
• 7-10+ years in investment operations or wealth management operations.
• Strong understanding of custodial platforms and account structures.
• Experience managing multiple priorities in a fast-paced environment.
• Attention to detail and strong communication skills.
• Ability to work cross-functionally with Portfolio Managers, Client Service, Compliance, and Finance.

Responsibilities

• Manage onboarding of new institutional and HNW client relationships and accounts.
• Coordinate account openings, transfers, and transitions across custodians.
• Oversee account lifecycle events like signer changes and beneficiary updates.
• Partner with Portfolio Managers and custodians to ensure timely execution of onboarding and transition activities.
• Identify operational inefficiencies and implement scalable process improvements.
• Maintain complete client documentation and comply with regulatory requirements.
• Support internal audits and custody due diligence efforts.

Skills

Onboarding management

Account transitions

Process improvement

Operational excellence

Communication skills

Organizational skills

Education

Bachelor's degree in Finance, Business Administration, Accounting, or related field

Tools

Salesforce

Black Diamond

Addepar

Job description

Hirtle & Co. seeks a Vice President, Client Transitions to lead onboarding, account transitions, and client operations within the Investment Operations team.

The role blends operational execution with strategic thinking, coordinating with Portfolio Management, Client Service, Compliance, and custodial partners. The ideal candidate has wealth management operations experience, a passion for automation and data-driven solutions, and a track record of implementing scalable process improvements