Director, Client Onboarding Technology
About The Position
HarbourVest Partners, LLC is seeking a Director, Client Onboarding Technology to lead technology initiatives supporting the end-to-end client onboarding experience across institutional and wealth channels. The role defines the onboarding vision, operating model, capability roadmap, and target technology architecture, translating business and regulatory needs into prioritized requirements and technology investments. The Director partners with Compliance, Legal, Tax, Client Operations, Investor Relations, IT, data teams, vendors, and system integrators to build and improve automated onboarding workflows and platforms. The role covers subscription, client data capture, account setup, AML/KYC, CRM and system integrations, data standards, reporting, audit controls, change management, and delivery governance. It also manages the backlog, testing, release readiness, risks, and progress reporting to senior leadership. This position has a hybrid work arrangement, with 18 remote workdays per quarter available at the employee’s discretion subject to manager approval.
Requirements
- 10–15 years of experience in client onboarding, operations, product management, or technology delivery within asset management, private markets, or financial services.
- Hands-on experience implementing client onboarding or subscription platforms.
- Demonstrable understanding of Salesforce and client data flows.
- Experience automating workflows with business process management software.
- Experience defining data integrations across onboarding, CRM, document, and administration systems.
- Knowledge of onboarding regulatory requirements, including KYC, AML, investor qualification, and tax documentation.
- Agile delivery and backlog management experience across business, IT, and vendor teams.
- Demonstrable ability to lead change and influence senior collaborators.
- Strong communication, analytical, and decision-making skills.
- Bachelor’s degree or equivalent experience required.
Nice To Haves
- Experience with investor onboarding platforms such as SUBSCRIBE, Passthrough, or Anduin, including Salesforce integrations.
- Experience supporting multiple client types and distribution channels.
- MBA preferred.
Responsibilities
- Define the vision, operating model, and capability roadmap for client onboarding across 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, and build the case for onboarding technology investments.
- Partner with Compliance, Legal, Tax, Client Operations, and Investor Relations to translate requirements into automated controls and connected onboarding workflows.
- Partner with IT leads to build technology solutions for subscription, client data capture, and account setup across the client lifecycle, including AML/KYC.
- Define and complete an iterative delivery framework to build, improve, and support Client Onboarding.
- Lead replace-versus-optimize decisions, configuration, and optimization of subscription and investor onboarding platforms.
- Lead the design and automation of business process management workflows, including routing, approvals, and audit trails.
- Align Salesforce data, objects, and workflows with the onboarding lifecycle, and manage integrations such as invitations, data pre-population, and status synchronization.
- Build a 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.
- Partner with data owners to establish standards so client information is captured once and flows accurately downstream.
- Partner with Data and Visualization teams on dashboards for pipeline, aging, and completeness.
- Maintain process documentation and control evidence for audit and regulatory review.
- Lead and support business change through communications, training, and demonstrations; gather stakeholder feedback and drive continuous improvement.
- Coordinate with vendors and system integrators on cost, quality, and delivery against the phased plan, with ECI, Technology, and Finance.
- Identify and manage technical risks, including data migration, integration lead times, and adoption.
- Report progress, risks, and value delivered to senior leadership.
Benefits
- Discretionary annual bonus based on individual and overall firm performance.
- Potential participation in long-term reward programs, typically for more senior-level roles.
- Retirement contributions.
- Health insurance.
- Income protection.
- Paid time off and leave benefits.
- Well-being programs.
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What This Job Offers
Job Type
Full-time
Career Level
Director
