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 

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