Client Onboarding Assistant Manager - Boston, United States - HarbourVest Partners LLC.

Description

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners.

As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.

HarbourVest is seeking a Client Onboarding Assistant Manager to join our Client Operations Team.

This position offers an exciting opportunity to develop a solid understanding of all aspects of the client journey within private markets asset management.

This also includes working closely with specialist teams across the firm including investment, solutions, accounting, treasury, tax, legal, compliance, and marketing.

Along with Account Managers, the Client Onboarding team works closely with clients as part of the onboarding process and will be required to demonstrate strong relationship building and client management skills.

The role will supervise 3-4 team members.

The Client Onboarding Assistant Manager will report to the Vice President of Client Onboarding and work closely with global Client Onboarding Team.

The ideal candidate is someone who is:

• Highly organized self-starter who flourishes in a fast-paced, high-volume environment
• Proven track record to lead multiple and often opposing priorities, critical decision making, and deliver results consistently
• Strong client service orientation
• Excellent written, comprehension, and verbal communication skills
• Strong interpersonal, relationship, and conflict resolution skills that include the ability to build productive working relationships across teams, levels, and functions to cultivate a collaborative environment of open communication
• Strong technical skills including a familiarity with Salesforce and business process management technology
• Managerial experience or team leader experience, including supporting, strengthening, and developing teams
• Preferred private equity market knowledge particularly with closing investors into commingled funds and separately handled accounts

What you will do:

• Act as the first level of escalation for and assist with highly sophisticated inquiries, client issues, or internal collaboration concerns
• Manage team members' workload and drive workflow rebalancing when required engagement as schedules change
• Identify and recommend continuous improvement opportunities to improve existing workflow and standard operating procedures
• Work with peers and mangers to conduct and organize training sessions to enhance capabilities and knowledge of all team members
• Participate in key projects focused on process improvement, automation, technology, or other firm priorities
• Partner and collaborate with peers to strengthen and develop distributed team dynamic

Fund Closing & Separately Managed Accounts (SMA) Onboarding

• Direct and coordinate the activities associated with closing clients into funds and separately managed accounts, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions
• Work closely with the Client Onboarding team members to execute the processes according to planned timelines and lead priorities across different team members.
• Develop working links to keep informed about all upcoming activity

Continuous Improvement/Special Projects

• Collaborate with the closing team to identify standard methodologies, aim for increased efficiencies, and ensure consistency in processes, procedures, and exception handling across clients
• Understand critical process elements and linkages to customers, suppliers, and other processes and develop institutional knowledge of business, investment, and operational issues that can be enhanced across all projects
• Assist in developing new solutions by developing cases to evaluate initiatives and supporting initiatives through implementation

Education Preferred

• Bachelor of Arts (B.A), Bachelor of Science (B.S) or equivalent experience

Experience

• 6-10 years of experience in Client Service or Operations including management or team leader experience. Investment management or financial services experience preferred. Private equity and private wealth experience a plus.

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