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 Directo...