Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding Lead for Private Equity Funds

$85k - $105k

Standish Management, LLC

A specialized fund administration firm in San Francisco is seeking a Fund Controller. This role is essential for managing the client onboarding process and ensuring the smooth operation of day-to-day tasks. The ideal candidate has a Bachelor's degree in Finance, Accounting, or Economics, along with 2-3 years of public accounting experience. You will collaborate with managers and have a strong organization skill set. The annual compensation range is $85,000 - $105,000, highly dependent on experience and qualifications. #J-18808-Ljbffr Standish Management, LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Onboarding Lead for Private Equity Funds in San Francisco, CA vacancy
  • $85k - $105k

    Standish Management is seeking a Client Onboarding Fund Controller to manage the onboarding process for new clients in our fund accounting...  ...information. The ideal candidate will have a Bachelor’s degree, private equity experience, and 2-3 years of public accounting experience.... 
    Employment Equity
    Private

    Standish Management

    San Francisco, CA
    1 day ago
  • $85k - $105k

    A fund administration firm in San Francisco is looking for a Fund Controller to manage day-to-day client onboarding processes. Ideal candidates will have a Bachelor's degree in Finance, Accounting, or Economics and at least 2-3 years of public accounting experience. Proficiency... 
    Employment Equity
    Private
    Work at office

    Standish Management UK

    San Francisco, CA
    3 days ago
  • $85k - $105k

    Client Onboarding Fund Controller San Francisco, California, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy?out, Venture Capital, Real Estate and Fund?of Funds. For... 
    Employment Equity
    Private
    Work at office

    Standish Management

    San Francisco, CA
    1 day ago
  • $85k - $105k

     ...are a provider of specialized fund administration services for...  ...Managers and General Partners of private equity funds, specifically: Buy‐out,...  ...: Exciting opportunity for a client services professional to join...  ...a key role in helping to onboard new clients to Standish’s fund... 
    Employment Equity
    Private
    Contract work
    For contractors
    For subcontractor
    H1b
    Work at office
    Work visa

    Standish Management, LLC

    San Francisco, CA
    2 days ago
  • $115k - $140k

     ...$115K - $140K • Offers Equity Our Company Arch is a Series...  ...the management of private investments, improving...  ...venture capital, hedge funds, and private equity, make...  ...investment decisions, leading to better financial outcomes...  ...120+, serving over 400 clients, including several of... 
    Employment Equity
    Private
    Full time
    Work at office
    Relocation

    Menlo Ventures

    San Francisco, CA
    14 hours ago
  •  ...San Francisco is seeking an experienced leader in tax services for Private Equity clients. Candidates should have over 15 years in tax compliance and consulting, particularly with Private Equity funds, and possess strong management skills. The role involves overseeing... 
    Employment Equity
    Private

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    3 days ago
  • $34.32k - $90k

     ...Client Service Associate Client Service Associates...  ...Advisor(s)/Private Wealth Advisor(s)/teams...  ...trusted relationships. Leading with a client first...  ...requests Onboard and maintain client...  ...but not limited to equities, bonds, options, mutual funds, annuities, insurance... 
    Employment Equity
    Private
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    4 days ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered...  ...Advisor(s) (FAs)/ Private Wealth Advisor(s)...  ...relationships. Leading with a client...  ...account balances (e.g., funds due and margin...  ...eAuthorization) Onboard and maintain client...  ...not limited to equities, bonds, options, mutual... 
    Employment Equity
    Private
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    1 day ago
  • $100k - $130k

     ...investment vehicles focused on private equity, real estate, public debt...  ..., real assets and secondary funds, all on a global basis. Further...  ...to these firms and their clients as well as providing ongoing...  ...inquiries related to client onboarding, servicing and client retention... 
    Employment Equity
    Private
    Local area
    Flexible hours

    Blackstone Restaurant

    San Francisco, CA
    3 days ago
  •  ...Manager, Fund Accounting - Private Markets Locations: Los Angeles, CA | San...  ...funds with a focus on Private Equity/Real Assets. They develop...  ...operate solutions that help clients manage data, automate processes...  ...client implementation and onboarding Plan and oversee the... 
    Employment Equity
    Private
    Work at office
    Local area

    Blue Prism Group

    San Francisco, CA
    4 days ago
  • $88.9k - $168.3k

     ...We are the leading provider of professional services...  ...change, empowering our clients and people to realize...  ...Manager to join our RSM Fund Services + practice....  ...with a strong focus on private equity clients Manage all...  ...significant role in the onboarding process, including the... 
    Employment Equity
    Private
    Work experience placement
    Internship
    Work at office
    Local area

    RSM Global

    San Francisco, CA
    2 days ago
  • $88.9k - $168.3k

    RSM US LLP seeks a Manager to join their Fund Services practice in San Francisco, CA. This role involves managing day-to-day fund administration engagements for private equity clients, overseeing capital calls, distributions, and reporting processes. The ideal candidate... 
    Employment Equity
    Private

    RSM US LLP

    San Francisco, CA
    1 day ago
  • Rsm Us Llp. is seeking a Fund Services Plus Manager in San Francisco to lead fund administration engagements focused on private equity clients. You will manage capital calls, distributions, and reporting, while overseeing and developing your team. The ideal candidate should... 
    Employment Equity
    Private
    Flexible hours

    Rsm Us Llp.

    San Francisco, CA
    2 days ago
  • $32 - $44.71 per hour

    Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply...  ...transactions, assist with client onboarding procedures, and maintain...  ...Service Diversity, Equity, Inclusion, and Belonging...  ...Records Management Mutual Funds Operational Excellence About... 
    Employment Equity
    Private
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Citizens Financial Group

    San Francisco, CA
    3 days ago
  • $130k - $160k

     ...tasked with supporting our clients in a wide range of interim...  ...venture capital firms, hedge funds and private equity firms. As a DLC Consultant,...  ...process. Act as functional lead or liaison in...  ...balance and comprehensive onboarding and on-going personal and career... 
    Employment Equity
    Private
    Full time
    Temporary work
    Interim role
    Work at office
    Relocation

    DLC

    San Francisco, CA
    1 day ago
  •  ...As a leading financial services and healthcare technology...  ...Manager, Fund Accounting - Private Markets Locations :...  ...with a focus on Private Equity/Real Assets. They develop...  ...solutions that help clients manage data, automate...  ...implementation and onboarding Plan and oversee... 
    Employment Equity
    Private
    Ongoing contract
    Work at office
    Local area

    SS&C Technologies

    San Francisco, CA
    2 days ago
  • $132k - $180k

     ...capital markets. Our clients can access our investment...  ...accounts, mutual funds and other pooled investment...  ..., and the industry-leading iShares® ETFs. Our...  ...we are revolutionizing private markets data and technology...  ...your learning and onboarding experience here at BlackRock... 
    Private
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    BlackRock Services

    San Francisco, CA
    4 days ago
  • $140k

     ...in venture capital and private markets. You'll work with...  ...shape how startups are funded and built, this is the...  ...: offsites, travel, onboarding weeks, and the recurring...  ...as the primary on-site lead for the SF hub, owning...  ...salary, benefits, and equity package. The base salary... 
    Employment Equity
    Private
    Work at office
    Work from home
    2 days per week

    AL Talent, Inc. (d/b/a Wellfound)

    San Francisco, CA
    4 days ago
  •  ...Investment Funds Mid/Snr Associate | San Francisco A top-tier...  ...formation and fundraising of private investment funds • Work across...  ...strategies, including private equity, private credit, hedge funds,...  ...Strong drafting, technical and client management skills •... 
    Employment Equity
    Private
    Work at office
    Relocation package

    HIA Legal

    San Francisco, CA
    14 hours ago
  •  ...Senior Fund Accountant: Venture Capital Fund Admin For over two decades, Kranz...  ...consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial... 
    Employment Equity
    Private
    Full time
    Part time
    Work at office
    Local area
    Remote work

    Kranz & Associates

    San Francisco, CA
    16 days ago
  •  ...Services, Inc. seeks a candidate to advise venture capital and private equity funds throughout their formation stages. Responsibilities include drafting key fund documentation and managing investor onboarding processes. The ideal candidate should possess prior experience... 
    Employment Equity
    Private

    Liberty Personnel Services, Inc.

    San Francisco, CA
    2 days ago
  •  ...a single system. Take onboarding, for example. With Rippling...  ...Perkins, Founders Fund, Sequoia, Greenoaks, and...  ...Compensation Programs Lead to own and drive our core...  ...management, and pay equity reviews. Own design inputs...  ...the mechanics of private company equity (including... 
    Employment Equity
    Private
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    1 day ago
  •  ...your goals. We are seeking a Senior Fund Accountant to join our Real Estate...  ...Group (RESIG), the largest real estate private equity fund administrator by funds administered...  ...in a growing environment and providing clients with exceptional services. What it... 
    Employment Equity
    Private
    Local area

    EisnerAmper

    San Francisco, CA
    2 days ago
  • $90k - $140k

     ...Associate Manager, Fund Accounting - Private Markets Locations:...  ...| Hybrid SS&C is leading the way. We continue...  ...knowledge Review client deliverables, including...  ...the implementation, onboarding and setup of new client...  ...investments funds ~ Private Equity/Real Assets... 
    Employment Equity
    Private
    Ongoing contract
    Casual work
    Work at office
    Local area
    Flexible hours
    Shift work

    Blue Prism Group

    San Francisco, CA
    1 day ago
  • $90k - $110k

    A finance recruitment agency is seeking a Fund Accountant to join their San Francisco client’s team. In this high-impact role, you'll handle fund operations, performance reporting, and compliance for an investment firm. Candidates should have 2-5 years of experience in... 
    Employment Equity
    Private
    Local area

    Innovations PSI

    San Francisco, CA
    1 day ago
  •  ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking...  ...Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work...  ...services sector, such as hedge funds, private equity, and other investment-related... 
    Employment Equity
    Private
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    San Francisco, CA
    1 day ago
  • $70k

    Standish Management, LLC in San Francisco is seeking an Associate for their fund administration team to manage client funds. Responsibilities include data entry, investor correspondence, and maintaining accounts payable and receivable. The ideal candidate will hold a Bachelor... 
    Employment Equity
    Private

    Standish Management, LLC

    San Francisco, CA
    1 day ago
  • Overview Baker Tilly is a leading advisory, tax and assurance firm with a global presence...  ...Lead tax services for Private Equity clients, serving as a trusted business advisor...  ...market to multinational Private Equity funds. Consult on technical matters and special... 
    Employment Equity
    Private
    Local area

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    3 days ago
  • $310k - $390k

     ...Investment Funds Mid-Level Associate Attorney Preferred Locations...  ...law firm with a premier private equity and investment management practice...  ...drafting, negotiation, and client communication skills ~...  ...work on sophisticated, market-leading private equity fund matters within... 
    Employment Equity
    Private
    Work at office

    Direct Counsel

    San Francisco, CA
    5 days ago
  • Responsibilities Advise venture capital, growth equity, and other private equity funds through all stages of formation Draft and negotiate key fund documentation Manage investor onboarding and subscription processes Advise on day-to-day fund operations, fund structuring... 
    Employment Equity
    Private

    Liberty Personnel Services, Inc.

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Lead for Private Equity Funds. Be the first to apply!