Director, Client Onboarding Technology

Job Description Summary For over forty years, Harbour Vest 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  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.

Harbour Vest is an equal opportunity employer.

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.

Harbour Vest Partners, LLC is seeking a Director, Client Onboarding Technology to lead our technology initiatives supporting the end-to-end client onboarding experience. This role is pivotal in ensuring our processes are efficient, accurate, and controlled through innovative technology!

Key Responsibilities Strategy, Architecture & Roadmap Define the vision, operating model, and capability roadmap for client onboarding for both institutional and wealth channels.

Define the target technology architecture across CRM, workflow, investor data, KYC/AML tooling, and the investor portal.

Translate business and regulatory needs into prioritized requirements with measurable targets.

Build the Case for Onboarding technology investments.

Onboarding Platform Build Execution Partner with Compliance, Legal, Tax, Client Operations, and Investor Relations to translate requirements into automated controls and a connected onboarding workflow.

Partner with IT Leads to build technology solutions for the subscription, client data capture, and account-setup process covering the client life-cycle, including AML/KYCDefine and complete iterative delivery framework to build, improve and support Client Onboarding Technology, Workflow & Integration Lead "replace-versus-optimize" decision selection, configuration, and optimization of subscription and investor onboarding platforms, such as SUBSCRIBE, Passthrough, or Anduin.

Lead design and automation of workflows in business process management software, including routing, approvals, and audit trails.

Align Salesforce data, objects, and workflows with the onboarding lifecycle, and manage platform-to-Salesforce integrations such as invites, data pre-population, and status synchronization.

Build golden record and integrations with administrators and internal systems, including Salesforce, e-signature, document management, and data platforms.

Manage the backlog and lead testing and release readiness across IT, business and vendors, using Agile methods.

Data, Controls & Reporting Partner with Data Owners to establish data standards so client information is captured once and flows accurately downstream.

Partner with Data and Visualization teams on required dashboards for pipeline, aging, and completeness.

Maintain process documentation and control evidence for audit and regulatory review.

Change Management & Governance Lead and support change across the business through communications, training, and demos.

Gather stakeholder feedback and drive continuous improvement.

Coordinate with vendors and system integrators on cost, quality, and…