Vice President, Client Onboarding

About the role

The Vice President, Client Onboarding directs the daily work of the Client Onboarding team and supervises the onboarding of new and current institutional and private wealth clients across HarbourVest's fund products. They make sure onboarding processes are performed accurately, efficiently, and meet the established service standards. As a senior partner to investors, internal participants, and third-party administrators, the Vice President resolves complex onboarding challenges, fosters team development, and advances operational excellence to ensure a seamless and high-quality client experience.

What you will do

• Direct and guide the Client Onboarding team, delivering coaching, mentorship, and performance evaluation to encourage individual and team progress
• Manage the daily onboarding processes for institutional and private wealth investors involved with HarbourVest's fund products
• Ensure onboarding activities are carried out accurately, efficiently, and within established timelines and service standards
• Monitor team capacity, workload distribution, and performance metrics to support effective execution and positive client outcomes
• Serve as a resource for complex onboarding issues, partner concerns, and operational challenges
• Partner with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, and Custom Solutions to coordinate onboarding activities and resolve issues
• Review onboarding activities to ensure adherence to policies, procedures, and regulatory requirements
• Drive process improvement initiatives focused on efficiency, consistency, risk mitigation, and service quality
• Develop and maintain reporting, metrics, and operational dashboards to monitor team performance and onboarding outcomes
• Manage relationships with third-party administrators and external service providers supporting onboarding activities
• Act as the main point of contact for issues, exception processing, and new product launches

Qualifications

• Bachelor of Arts or Science (BS/BA) or equivalent experience
• 10+ years experience in financial services, preferably in private equity

Skills

• A consistent track record of leading client onboarding, investor operations, or client service teams within financial services
• A client-first approach and a passion for delivering an exceptional onboarding experience
• Strong leadership experience with a demonstrated ability to lead, coach, and develop high-performing teams
• Exceptional relationship management and collaborator coordination skills
• Strong operational, analytical, and problem-solving capabilities with program management experience
• Experience improving processes, enhancing controls, and driving operational efficiencies
• The ability to balance multiple priorities in a fast-paced environment while maintaining a high standard of quality
• Excellent written and verbal communication skills
• Strong knowledge of private markets, alternative investments, or asset management
• Proficiency with CRM platforms, workflow technologies, and Microsoft 365 applications

Pay

Base Salary Range $175,000.00 - $200,000.00. This role is eligible for a discretionary annual bonus, determined based on individual and overall firm performance. Total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs.

Schedule

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.