Vice President, Client Ops New Business Implementation

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 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.

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.

The Vice President, Client Ops New Business Implementation will lead the operational build aspects for the firm’s new investment solutions for our clients. The VP will be part of the Client Operations platform, which is collectively responsible for identifying, assessing and standing up key new operational builds for the firm’s new products.

The role will include close collaboration with the different areas of Client Operations and ongoing partnership with a diverse set of colleagues across the firm, including Strategy, Innovation, and Execution, Legal, Compliance, Marketing, Investor Relations, Private Wealth, Tax, and Financial Planning & Analysis, as well as external providers and advisors.

• Brings Harbour Vest legacy background around systems and processes
• Ability to provide commercially driven insights that inform strategic decision making
• Established network of industry relationships and contacts to leverage to support business research and best practices.
• Brings cross functional expertise with experience in one or more of the following operational functions:
• Accounting
• Client Experience
• Performance/Analytics
• Transfer Agent
• Treasury
• Corporate Finance
• Compliance – Regulatory and tax
• Strong attention to detail and ability to push for client operational decisions on a project while seeking input from different perspectives, without existing precedents
• Experience with separately managed mandates, complex open and closed end fund structures, alternatives, private equity, credit investments, real assets and various performance fee structures.
• Ability to clearly communicate complex technical concepts in simple terms by building a template/model, summarizing in writing and in person.
• Experience working in team environments, with the ability to lead or facilitate group efforts.

Vice President, Client Ops New Business Implementation will report into the Head of New Business Implementation for Client Operations and will lead the design of the operational development of specific new products that are novel to the firm and align with the firm’s strategy.

• Strong partnership and collaboration with an experienced group of senior professionals to assess the operational builds capacity and needs that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third‑party service providers.
• Assist in all aspects of the client operational launch of a new product from the point of concept to full transition to the “run” team.
• Initial assessment of key new operational processes and technology required for new product implementation. Leverage efficiencies and opportunities from past launches.
• Establishing key dependencies and goals to meet client operational readiness launch targets.
• Carefully reviewing legal and other product documentation from an operational commercial…