The Associate Director – Process & Technology / Onboarding leads onboarding operations, process improvement, and technology initiatives to ensure operational efficiency, client satisfaction, and business growth. This role oversees system optimization, automation projects, onboarding deliverables, and staff management while working closely with internal teams and reporting directly to the Director.
Key Responsibilities:
Process & Technology
- Resolve system and software issues raised by the Client Service team
- Lead automation, system enhancements, and migration initiatives
- Oversee testing, customization, and optimization of operational systems
- Evaluate new tools and technologies to improve efficiency
- Partner with internal teams to enhance fund administration processes
Client Onboarding
- Coordinate onboarding timelines and deliverables with Client Servicing Managing Directors
- Ensure timely and accurate submission of reports and onboarding requirements
- Monitor onboarding progress for accurate billing and collections
- Support business development through tracking prospects and identifying upsell opportunities
Team & Administrative Management
- Partner with HR on hiring, staffing, and resource planning
- Manage staff schedules, workload allocation, and overtime planning
- Review timesheets and monitor productivity against budgets
- Coach team members, conduct performance evaluations, and support employee development
- Address attendance, performance, and disciplinary concerns as needed
Qualifications
- Bachelor's degree in Accountancy or related field, or equivalent industry experience
- CPA, Chartered Accountant, or MBA preferred
- Strong understanding of financial operations and business processes
- Proven leadership and staff management experience
- Detail-oriented, analytical, and collaborative
- Experience in training and developing team members
- Flexible to support business needs beyond regular hours
