Director, Client Implementation and Transitions
On-siteBoston, Massachusetts, United States
Job Summary
Lead complex client onboarding, transition, service change, and offboarding events for the U.S. Private Client business, establishing end-to-end implementation strategies, governance structures, and stakeholder accountabilities. Serve as a senior relationship partner to CIOs, Investment Directors, and external clients, managing risks, dependencies, and material issues while ensuring alignment with client objectives and regulatory requirements. Own the identification and resolution of implementation risks across complex client structures, driving decisions to successful outcomes within tight deadlines. Contribute to the development of the operating model, identifying bottlenecks to improve scalability, efficiency, and the broader client transition framework. Provide subject matter expertise and lead post-implementation reviews to capture lessons learned and strengthen future execution.
Required Qualifications
- Bachelor's degree
- Proven experience leading complex client onboarding, transition and service change events within investment management, wealth management or a related buy-side environment
- Deep understanding of investment operations, implementation workflows and service-provider co-ordination across complex client structures
- Proven track record of delivering complex operating model changes
- Excellent client relationship management skills
- Ability to build credibility and trust with both internal stakeholders and external clients
- Demonstrated ability to influence across multiple stakeholder groups
- Strong judgement and experience managing complex decisions, competing priorities and implementation risk in a client-sensitive environment
- Track record of contributing to strategic priorities, process improvement and operating model enhancement
- Keen problem solver
- Ability to confidently tackle unfamiliar challenges and tasks
- Excellent analytical skills and attention to detail
- Ability to own, manage and escalate implementation risk
- Experience making risk-based decisions in complex and time-sensitive situations
- Exceptional verbal and written communication skills
- Ability to multi-task and manage time
- Ability to work independently and to tight deadlines
- A proven track record of identifying and implementing process improvements
- Ability to work collaboratively with others
- Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools
Desired Qualifications
- Experience in a relevant field
- Knowledge of alternative asset classes, in particular; Private Equity, Private Credit, Hedge Funds, and Real Assets
- A high-level understanding of the US regulatory landscape
- Experience supporting Ultra High Net Worth / Private Clients
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