Client Onboarding Lead for Private Equity Funds
$85k - $105kStandish 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
$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 EquityPrivateContract workFor contractorsFor subcontractorH1bWork at officeWork visa$130k - $175k
...strategies focused on real estate, private equity, credit, infrastructure,... ..., secondaries and hedge funds. Further information is available... ...to these firms and their clients as well as providing ongoing... ...inquiries related to client onboarding, servicing and client...Employment EquityPrivateFull timeLocal area$34.32k - $90k
...Job Description Client Service Associates provide... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...relationships. Leading with a client first... ...processing requests Onboard and maintain client... ...but not limited to equities, bonds, options, mutual funds, annuities, insurance...Employment EquityPrivateFull timeTemporary workWork at officeLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory... ...of new business opportunities, leading and assisting in client management, and... ...with deal team members at private equity funds. The ideal candidate will be self-motivated...Employment EquityPrivate
$204k - $260k
...in a single system.Take onboarding, for example. With... ...Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and... ...Compensation Programs Lead to own and drive our core... ...management, and pay equity reviews.Own design inputs... ...Understand the mechanics of private company equity (...Employment EquityPrivateWork at office3 days per week$72.49k - $90.64k
...and AI-native ecosystem for private capital. Built to replace fragmented... ...that founders use to manage equity, fund managers use to run... ...agents to deliver investor onboarding, transaction KYC, and high-volume... ...to high-quality client delivery across fast-moving,...Employment EquityPrivateHourly payFull time- Unlock your potential as a Client Associate at J.P.... ...responsibilities:Own the client onboarding and account... ...offerings and execute equity trades, mutual fund orders, fixed income trades and private investmentsProvide support... ..., and ExcelChase is a leading financial services...Employment EquityPrivateLocal area
$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 EquityPrivate- ...investing across real estate, private equity, and private credit. As the... ...the Investor Relations and Client Services team. This Associate... ..., and sovereign wealth funds. The role offers exceptional... ...information to investors. Assist with onboarding new clients, tracking...Employment EquityPrivate
- Lead Client Safety Navigator - 890 Residential Services 890 Hayes St,... ...healthcare and promote health equity for all. We offer a wide range... ...training. Assist with the onboarding and orientation of newly hired... ...2 CFR Part 2, and applicable funding and regulatory requirements....Employment EquityHourly payLocal areaShift workAfternoon shift
$119.1k - $239.3k
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 clientsManage all... ...significant role in the onboarding process, including the...Employment EquityPrivateFull timeWork experience placementInternshipWork at officeLocal area- 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 EquityPrivateFlexible hours
$167k - $215k
...partners along to execute it. Lead the execution. Manage a team... ...Marketing, and Partnerships to onboard and grow sellers, activate... ...experience working in a fast‑paced, client‑facing role in high‑output... ...as: Strategy Consulting, Private Equity, or partnerships at a fast‑paced...Employment EquityPrivateLocal areaRemote work$35.12k - $90k
...SUMMARY: Registered Client Service Associates... ...Advisor(s) (FAs)/ Private Wealth Advisor(s)... ...relationships. Leading with a client first... ...account balances (e.g., funds due and margin... ..., eAuthorization) Onboard and maintain... ...but not limited to equities, bonds, options, mutual...Employment EquityPrivateTemporary workWork at officeLocal area$137.4k - $240.4k
...world’s most sophisticated clients using leading technology and exceptional... ...office, business owner and private investment office client community... ..., closing and onboarding)Researches prospects' comprehensive... ...that may include an equity component.Working with Us:As...Employment EquityPrivateWork at officeLocal areaFlexible hours$72.49k - $90.64k
...everyone in venture capital, private equity and private credit. Trusted... ...scale with confidence. Carta’s Fund Administration platform... ...AI agents to deliver investor onboarding, transaction KYC, and high‑volume... ...contributing to high‑quality client delivery across fast‑moving,...Employment EquityPrivateHourly payFull timeWork at office- ...is partnering with a leading global wealth... ...performing Financial Advisor/Private Wealth Advisor team.... ...opportunity for a client service professional... ...on recruiting, onboarding, training, and performance... ...products, including Equities Fixed Income Mutual Funds Options Managed...Employment EquityPrivateWork at office
$200k - $300k
...culture that puts its clients and associates first: a... ...'ll Be Doing Stifel Fund Banking is the business... ...commercial banking services for private investment funds across... ...capital, private equity, private credit, and... ...Director position will be the lead business development...Employment EquityPrivateFlexible hours- ...Salary Type AnnuallyIndustry Private EquitySelling Points Elevate your career in fund accounting with a leading financial organization.... ...statements and specialized client reports.Respond to inquiries... ...valuation models for private equity and debt investments.Drive modernization...Employment EquityPrivate
- ...public accounting experience focused on venture capital, private equity, and investment funds. You will lead VC fund audits from planning through binder close,... ...to manage multiple engagements while maintaining client relationships. #J-18808-Ljbffr Frank, Rimerman + Co...Employment EquityPrivate
$250k - $275k
Reference: 38421Senior Director of Finance (Fund Accounting)San Francisco, CA (Hybrid)THE OPPORTUNITYOur client is a premier private equity firm with a 20+ year track record and... ...space.We are seeking a Senior Director to lead the Fund Accounting function. This is a high...Employment EquityPrivateLocal areaShift work$28 per hour
...hiring a Talent Acceleration Lead to help our best people... .... Own and expand our onboarding programs. Diagnose and... ...and retail distribution. Private markets — now more than $28T in U.S. fund AUM — never had the equivalent... ...salary, benefits, and equity package. The base salary...Employment EquityPrivateWork at office2 days per week- Carta is hiring a Funds Paralegal to support investor onboarding, transaction KYC, and high-volume legal work in a fast-paced environment. You will rotate across or specialize within one of three practice areas depending on your strengths and interests. The role emphasizes...Employment EquityPrivate
$175k - $215k
...the needs of our growing client base. Hamilton Lane is... ...leader in providing Private Markets Solutions to clients... ...capital and growth equity platform consists of approximately... ...accounts, comingled funds and other client... ...successful candidate will lead the client-facing...Employment EquityPrivateFlexible hours$103k - $141k
...disruptors in the life sciences, private equity, real estate, technology and... ...with attorneys and clients to deliver cutting‑edge solutions... ..., Private Investment Fund Senior Paralegals are offered... ...complex fund formation, investor onboarding, and regulatory compliance matters...Employment EquityPrivateWork at officeAfternoon shift$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 EquityPrivateWork at officeWork from home2 days per week$90k - $130k
Gen II Fund Services is seeking a Fund Accounting Supervisor in San Francisco, California. This role involves overseeing accounting operations for private equity funds and managing client interactions. The ideal candidate will have a bachelor’s degree in accounting or...Employment EquityPrivate$332k - $355k
...and AI-native ecosystem for private capital. Built to replace fragmented... ...that founders use to manage equity, fund managers use to run... ...Carta's platform allows these clients to track and manage their portfolios... ...entire sales lifecycle, from lead generation to closeDevelop a...Employment EquityPrivateFull time$115k - $125k
Senior Fund Accountant Our client, an investment management firm, is seeking a Senior Fund Accountant to join its growing finance organization... ...of experience in public accounting, fund accounting, private equity, venture capital, or investment management Experience with...Employment EquityPrivateWork at officeLocal area3 days per week- 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 EquityPrivate
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