Head of Client Onboarding & Investor Experience
Harbourvest Partners (U.K.) Limited
HarbourVest is seeking a Vice President, Client Onboarding to lead the onboarding of institutional and private wealth clients across our fund products. You will direct a team, ensure processes are accurate, timely, and aligned with service standards while partnering with Investor Relations, Legal, Compliance and others. The role demands a client-first approach, strong leadership, and a track record of improving onboarding operations in financial services, with expertise in CRM platforms and #J-18808-Ljbffr Harbourvest Partners (U.K.) Limited
- HarbourVest Partners in Boston seeks a seasoned Vice President, Client Onboarding to lead the onboarding of institutional and private wealth... ...and partner across functions to deliver a superior client experience. The role emphasizes client focus, operational excellence, and...SuggestedRemote work
$58k - $96k
BNY seeks a Senior Specialist in Investor Services Operations to lead client onboarding and transfer agency operations. The position emphasizes project management... ...have a bachelor’s degree and 3-5 years of relevant experience. Competitive compensation includes a salary range...Suggested- ...is looking for a Senior Specialist in Investor Services Operations in Boston, MA. This... ...conducting analyses and managing client onboarding in transfer agency operations. The ideal... ...degree and 3-5 years of related work experience. Strong project management and client...SuggestedWork experience placement
$58k - $61k
...administration services. The ideal candidate will respond to client and investor requests, assist with financial reporting, and maintain... ...This role requires a Bachelor's Degree and client-oriented experience. The compensation ranges from $58,000 to $61,000 annually based...Suggested- ...the role of Senior Specialist, Investor Services Operations to join our... ...agency operations activities for clients of moderate complexity.Leads client onboarding and internal conversions.Conducts... ...equivalent combination of education and experience is required.3-5 years of total...SuggestedWork experience placementWork at officeWorldwideFlexible hours
$100k - $110k
...impactful solutions to our clients and investing partners. As our... ...and acquire new skills and experiences.We are committed to fostering... ...a Global Private Wealth - Investor Relations, Platform Enablement... ...workflows related to onboarding new partners and maintaining...Full timeWork at officeLocal areaRemote work1 day per week$26 - $30 per hour
...store operations. The ideal candidate will have 3+ years of retail management experience, focusing on client experience and team leadership. Responsibilities include driving sales, onboarding staff, and maintaining store standards. This role demands excellent communication...Hourly pay$80k - $120k
...personal goals is the best way to help our clients and advance our business. We take that... ...fulfilling career.The Transfer Agency Investor Onboarding Team Leader drives the direction of... ...vary based on factors such as skill, experience and qualification for the role. BBH's...Full timeLocal area- ...Investor Relations Professional At Fiera Capital, we invest in creating a culture... ..., and heard. Our approach to employee experience is tailored to your needs and ambitions... ...reporting, communications, supporting new client onboarding, and serving as a key point of contact...Work at officeLocal area
- ...globally in partnership with the world’s best investors. As investors in third party investment... ...and lead right away regardless of experience level. Similarly, our most tenured... ...take an apprenticeship approach with our onboarding, and new colleagues will work closely with...Permanent employmentApprenticeshipWork at office
$58k - $96k
Senior Specialist, Investor Services Operations At BNY, we empower... ...solutions for clients. Job Responsibilities Conduct... ...complexity clients. Lead client onboarding and internal conversions. Produce... ...of education and experience required. 3-5 years of total...Work experience placement$58k - $96k
Senior Specialist, Investor Services Operations At BNY, our culture... ...to collaborate with clients, driving transformative solutions... ...moderate complexity Leads client onboarding and internal conversions... ...of education and experience is required 3-5 years of total...Temporary workWork experience placementWork at officeWorldwideFlexible hours$122k - $183k
...Our foundation is built on trust, experience, and uncompromising accuracy.... ...Will Do The Business Development - Investor Relations Specialist will support our Client's Investor Relations and... ...and materials Support investor onboarding processes, including coordination...Work at officeImmediate startFlexible hours- ...enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Senior Product Manager, Digital Client...Full timeH1bFlexible hours
- Cambridge Associates LLC. is seeking a Director, Client Implementation and Transitions in Boston. This role involves leading complex client onboarding and transition activities for our U.S. Private Client business. The successful candidate will manage relationships with...
$80k - $150k
...mission by delivering first-class client service to clients who invest... ...advisor clients. The Investor Services Analyst will work as... ...Coordinate administrative aspects of onboarding/offboarding of fund investors... ...have: Minimum of 3-5 years experience in the investment management...Work at officeRemote workFlexible hours1 day per week- ...delivering outstanding returns to our investors. We support companies that are... ...Partners, managing all communications, onboarding, documentation access, and event... ...to ensure a best-in-class LP experience. Working alongside the Head of Investor Relations, this role is...
$70k - $95k
...independent fund administrator seeks a Senior Investor Services Analyst in Boston, MA. This... ...include handling investor onboarding processes, responding to client inquiries, and preparing reports. Candidates should have experience in financial services and strong customer...- # Associate Director, Investor Relations5AM VenturesDirectorVenture CapitalHealthcare,... ...communications**Qualifications**- 8-10 years of experience in investor relations, venture capital,... ..., LP engagement, and due diligence/onboarding processes- Strong cross-functional...
$58k - $61k
...efficiently. Responsibilities Respond to client and investor requests including but not limited to:... ...Assisting with new investor onboarding Financial information questions Assist... ...and investors (LPs) Qualifications And Experience Bachelor’s Degree required Experience...Work at office$123.88k - $202.07k
...shared success where your work truly matters.Job SummaryAs an Onboarding Customer Success Manager (OB-CSM), you own the onboarding journey... ...Partners) to deliver a repeatable, programmatic onboarding experience. By successfully managing a high volume of accounts at scale,...Full timeContract workRemote workVisa sponsorshipWork visa$115.5k - $214.5k
...with a human touch, we’d love to meet you. Director, Customer Experience & Scaled Success We are looking for a Scaled Success / Customer... ...strategy and architecture of our scaled engagement model: the onboarding and adoption journeys, customer forums, advocacy initiatives,...Work at officeFlexible hours2 days per week3 days per week$120k
Posting Description INVESTOR, MIT Investment Management Company (MITIMCo), will aid in managing over $25B for MIT’s endowment, retirement... ...We determine initial base salary by considering your skills, experience, and education. The listed range is an estimate based on...Permanent employmentFull timeVisa sponsorship$100k - $150k
...personal goals is the best way to help our clients and advance our business. We take that... ...career.Join us as a Senior Recruiter, Investor ServicesAs a Senior Recruiter, Investor... ...positive attitude will make the candidate experience at BBH impressive.In this role, you will...Full timeLocal areaFlexible hours- ...Head of Client Delivery About the Company Fast-growing company building AI and automation... ...will be responsible for client onboarding, implementation, and ensuring long-term... ...problem-solving and risk management. Experience in high-stakes, outcome-driven environments...Remote work
- .... This working manager role combines hands-on operational duties with team leadership to deliver an exceptional workplace and client experience. The role requires a High School Diploma (associates or bachelor’s preferred), supervisory experience in a client service setting...Work at office
- ...Group is seeking a Store Manager in Boston to lead a premium luxury retail team, own store performance, and ensure an exceptional client experience. You will be on the sales floor, coach the team, and drive omni-channel initiatives to increase footfall and client loyalty....
- Real Chemistry is seeking a Senior Director, Client Experience Media to lead strategic media planning for a portfolio of healthcare clients. You will partner with cross-functional teams to ground plans in audience insights, align with brand objectives, and tie investments...
$230k - $325k
...to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the... ...re just getting started! Overview The Vice President, Investor Relations is responsible for leading the strategic direction...Work at officeLocal areaRemote workWork from home- ...Success Manager based in Boston. This role will focus on client engagement and satisfaction, ensuring successful onboarding and adoption of their solutions. The ideal candidate will have 5-7 years of experience within a SaaS organization and proven skills in stakeholder...Flexible hours
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