Job Description:

The Onboarding team works directly with external clients and consultants, as well as with internal counterparts across the firm, throughout the new account onboarding, amendments to existing accounts, and closed account processes. The AVP, Onboarding Team serves as a subject matter expert on all facets of the account onboarding process and plays an important role as facilitator for a function that requires input from multiple internal teams.

Responsibilities:

• Communicate directly with client, consultant, and bank contacts to facilitate the onboarding of new accounts, account closures, and amendments
• Compile subscription and onboarding documentation and provide instructions to clients and consultants for completion
• Assist with custodian account openings as needed, working with Legal and Operations to complete required documentation
• Track and review onboarding/account maintenance documentation – ensuring all required documents are received and have been properly completed; engage with internal partners and clients directly when clarification is required
• Properly escalate issues to internal stakeholders with a solutions-oriented approach
• Partner with Client Portfolio Managers and Client Portfolio Analysts in providing a seamless client service experience
• Understand how processes and systems interact and affect other areas of the firm – demonstrate an ability to anticipate downstream impacts
• Promote and participate in process improvement activities within the team, in an effort to streamline processes and increase efficiency
• Identify and take ownership of tasks where insight and experience add value
• Respond to ad hoc questions and requests allowing for inter/intra-team collaboration
• Take initiative to share information, assist teammates, and provide coverage when needed

Required Skills and Experience:

• Strong written and verbal communication skills
• Experience working with asset management legal documents (e.g., Investment Management Agreement, Fund Subscription Agreements, etc.) and understanding of Anti-Money Laundering and Know Your Client testing procedures a plus
• Experience working with DocuSign a plus
• Client service-oriented mindset
• Keen attention to detail
• Excellent organization and time management skills
• Demonstrated adaptability when dealing with shifting priorities and responsibilities
• Comfortable maintaining a full and complex workload
• Proven team player with a positive attitude
• Commitment to ongoing personal growth and development

Education Requirement:

• Bachelor’s degree required

What we offer you:

Joining the IR M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup
• Tuition reimbursement up to $15,000/year
• $5,000 Referral bonus for employees who refer new hires
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year
• Paid volunteer time — 2 days per calendar year
• Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Fitness, health, and composting reimbursements

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.

Base Salary Range:

$90,000.00 - $115,000.00

Annual Performance Bonus:

This role is eligible for an annual performance-based bonus