Director of Private Equity Fund Client Onboarding and ...

Job Description Director of Onboarding and Operations Wilmington, DE or West Orange, NJ Monday through Friday 9:00 a.m. to 6:00 p.m. Hybrid Schedule Candidates for this position must be eligible to work in the United States without sponsorship. Time on-site or time zone may be necessary based on business need. Summary: CSC Fund Solutions has a growing financial services business unit located in West Orange, New Jersey and Wilmington Delaware. We provide accounting, administration, and reporting services to private capital investment funds and their investors. We are searching for an experienced and talented Director of Onboarding and Operations with at least 10 years of related experience to join their Fund Administration leadership team. This role will oversee the Client & Employee Onboarding, General Operations, and Training Coordination for the North America region. In addition, this role will work alongside their peers within the department to support and manage client relationships, operational processes, staff resources, system implementations, revenue and expense targets, and other BU goals. Some of the things you will be doing: Collaborates with other senior members of the North America Fund Administration department to carry out shared goals and objectives Oversees the identification, evaluation, recommendation, and implementation of new processes and tools to improve and streamline operations (e.g. QuickBase for task management and time tracking) and use of personnel resources (e.g. realization and utilization) Oversees client onboarding and transitions, including development of onboarding and migration project plans, preparation of Service Level Agreements and reporting templates and monitoring the first 90-day progress Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts Liaise with key stakeholders including legal, compliance, and LOB operations leaders to remove roadblocks impeding the On-boarding and Remediation process Establish workflows that define & optimize best practices, drive operation efficiency, streamline team activities across time zones Oversee new/transfer employee onboarding, including welcoming new hires, coordinating training & mentor assignments and establish incremental check-ins to ensure a positive and productive work environment for new joiners Manage and maintain our client CRM database via Salesforce Oversee our annual SOC 1 Type II certification Oversee operations support and client onboarding staff Responsible for hiring, talent development (e.g. career paths), and performance management Serve as escalation point of contact for operation matters and challenges Maintains knowledge of emerging trends and tools in the fund administration sector Travel to other US team offices quarterly or as requested, and travel to our team offices overseas at least annually to ensure continuity of operations in the country Presents periodic performance reports and metrics to the head of the North America Fund Services Other responsibilities as deemed necessary What technical skills, qualifications and experience do you need? Bachelor's degree in a relevant field, such as business, accounting or finance; MBA preferred Proven inspirational leader and manager of people, with experience of managing and developing effective teams, managing and planning resources to achieve aggressive goals in a fast-paced and ever-changing environment At least ten years of experience in Private Equity accounting, with a proven track record of streamlining and improving a service operation The ideal candidate will have experience in client onboarding in investment funds Robust analytical, problem-solving, and troubleshooting skills Project management experience Excellent leadership, communication, and organizational skills Proactive and dynamic personality #LI-SP1 #HYBRID About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit /service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we're always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years. CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses. CSC is a great place to work with smart and dedicated people. We have been voted a Top Workplace every year since 2006 and are a 2022 National Top Workplace. We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance. CSC offers excellent benefits, including medical, dental, life insurance, and flexible spending and health savings accounts. We also offer you a 401(k) with employer match and profit-sharing, paid time off, tuition reimbursement, and more. Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. It's an exciting time for us in terms of growth and expansion.

Created: 2024-11-19