CrawlJobs Logo

Associate Director – Client Onboarding

Ireland, Dublin · Job Posted May 15, 2026
Apply Position
Job Link Share

Job Description

The Associate Director – Client Onboarding will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting our clients and funds from a commercial and governance perspective as well as representing Waystone at external events. This role is crucial in managing a Client Onboarding team, who are responsible for ensuring that new clients are integrated smoothly and efficiently, thereby supporting the company’s growth plans and maintaining the highest standards of client satisfaction.

Job Responsibility

  • Managing and delivery of all Onboarding / Launch projects for clients, generally to be comprised of more complex launches and/or large strategic client relationships and/or ETF relationships
  • Act as lead contact person with Fund Boards, Investment Managers, and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds
  • Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of Client Onboarding function
  • Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation across domiciles
  • Ensure knowledge is current and updated as and when they are circulated by reading and implementing processes to ensure adherence to any relevant changing regulation
  • Identify procedures that need to be implemented or changed, lead the charge to ensure changes are made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis
  • Keeping Salesforce, Compass and all relevant MI up to date with all relevant services in relation to onboarding activity and ensure MI reporting is maintained and distributed accurately and on time
  • Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing operating and regulatory environment

Requirements

  • Minimum 6 years’ experience in an investment funds environment
  • Knowledge of AIFMD, UCITS and MiFID
  • Client facing background with presentation and project management skills
  • Motivated individual with enhanced interpersonal skills and adept at building relationships
  • Strong interpersonal and communication skills (both written & verbal)
  • Strong attention to detail and keen on delivering quality work
  • A team player, enthusiastic, and self-motivated
  • Commercial awareness and understanding of business environments

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Associate Director – Client Onboarding

8 matching positions

Associate Director, Client Tax Support

This is a foundational role and the first dedicated hire focused on client tax s...
Location
Location
United States , New York
Salary
Salary:
130000.00 - 170000.00 USD / Year
clearstreet.io Logo
Clear Street
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Exceptional client service instincts
  • Experience supporting retail clients within a broader broker-dealer environment
  • Deep understanding of how clients engage with tax concepts, documentation, and reporting
  • Ability to design clear, intuitive, and scalable support approaches
  • Tax technical knowledge
  • Experience in client-facing tax support operations
  • Experience with tax form review and documentation support
  • Experience with tax reporting and withholding client inquiries
Job Responsibility
Job Responsibility
  • Define and deliver a best-in-class, client-centric tax support experience
  • Lead day-to-day tax support activities
  • Serve as a key player in defining the long-term vision for client tax support delivery
  • Own day-to-day client tax support operations for institutional and retail client populations
  • Provide timely and accurate responses to client tax questions
  • Act as escalation point for complex tax form review and tax documentation questions
  • Drive continuous improvement in client satisfaction, response quality, and turnaround times
  • Define and help execute the vision for a modern, digital-first client tax support experience
  • Support the development of scalable client-facing tax support solutions
  • Identify opportunities to standardize, automate, and simplify tax support processes
What we offer
What we offer
  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender neutral parental leave
  • Full medical, dental and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
  • Fulltime
Read More
Arrow Right

Associate Director, Client Partnership

We expect Associate Director, Client Partners to be experts in client communicat...
Location
Location
United States
Salary
Salary:
95000.00 - 105000.00 USD / Year
basicagency.com Logo
BASIC/DEPT®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of experience in client-facing roles with cross-channel, digital media planning and activation contexts
  • Minimum 3 years of experience directly leading client relationships and managing accounts at an agency
  • or equivalent experience on client side
  • Natural, proven leadership instincts
  • Able to understand clients' visible and invisible needs
  • Able to clearly and concisely articulate a persuasive point of view, both written and verbal
  • The ability to provide feedback and strategic guidance to all paid media channels (search, social, shopping, display, mobile, native and video)
  • Preferably hands-on experience with, if not deep understanding of, Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn, and major DSPs
Job Responsibility
Job Responsibility
  • Develop and maintain a strong rapport with client - being the trusted advisor
  • Maintain a strong understanding of the holistic business for each client
  • Orchestrate multi-discipline collaboration of activation, data, planning and tech teams for flawless execution
  • Define channel mix and budget allocations by channel
  • Hold recurring check-ins with client senior points of contact
  • Responsible for all major deliverables and presentations for their client portfolio
  • Always looks '10 steps ahead' when it comes to flagging risk, opportunity, and future needs
  • Ensure successful onboarding of all new clients within their portfolio
  • Ensure new team members are properly onboarded to each account
  • Remain familiar with client SOWs and ensure clients are billed correctly each month
What we offer
What we offer
  • Healthcare, Dental, and Vision coverage
  • 401K plan, plus matching
  • PTO
  • Paid Company Holidays
  • Parental Leave
  • Fulltime
Read More
Arrow Right

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...
Location
Location
United States , San Francisco Bay Area
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
  • Strong understanding of investment and wealth management operations
  • Exceptional client service, communication, and relationship management skills
  • Ability to thrive in a fast-paced, evolving environment with significant autonomy
  • High level of professionalism, discretion, and attention to detail
  • Entrepreneurial mindset with a desire to grow into future leadership opportunities
  • Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
  • experience with Salesforce, Addepar, and related wealth management platforms is a plus
  • Advanced Excel skills and strong overall technical proficiency
Job Responsibility
Job Responsibility
  • Serve as a key relationship manager and trusted point of contact for client families
  • Coordinate client onboarding, account setup, and ongoing service needs
  • Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
  • Manage client reporting, financial administration, and time-sensitive transactions
  • Coordinate with tax professionals, advisors, and family office stakeholders
  • Maintain compliance, KYC, CRM, and document management processes
  • Help improve workflows and contribute to operational efficiencies and technology initiatives
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right
New

Associate Director of Media Investment – Programmatic

If you’re a self-starter with lots of enthusiasm for devising innovative and int...
Location
Location
United States , Dallas
Salary
Salary:
Not provided
thearmcandy.com Logo
Arm Candy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be located in DFW or willing to relocate
  • 5+ years of working experience in Paid Programmatic
  • Expert-level proficiency in major demand-side platforms (The Trade Desk and Google DV360 at minimum) and hands-on experience with ad servers (CM360) and measurement or supply-side tools
  • Familiarity with Amazon DSP, Viant, or other specialist or emerging platforms is a plus
  • Active programmatic certifications — The Trade Desk Edge Academy (Programmatic Principles at minimum) and/or Google Display & Video 360 certification
  • Amazon DSP or other platform certifications are a plus
  • Outstanding analytical and project management skills
  • Extreme attention to detail and the ability to handle several projects concurrently under deadline pressure is essential
  • Ability to work effectively with internal team members and external clients and other agency partners
  • Ability to create accurate projections based on data analysis
Job Responsibility
Job Responsibility
  • Manage the implementation, execution, and optimization of digital advertising campaigns across multiple platforms
  • Lead programmatic strategy and execution across leading demand-side platforms (The Trade Desk, Google DV360, Amazon DSP, Viant) and specialist or emerging platforms (DeepIntent, Basis, Yahoo DSP, etc.) for our largest accounts
  • Own programmatic campaign architecture decisions: insertion-order and line-item structure, audience strategy (first-party data, data-partner segments, contextual, and retargeting), channel and inventory mix (CTV, display, online video, audio, native, and DOOH), and deal-type strategy (open exchange, PMP, and programmatic guaranteed)
  • Supply Path & Inventory Quality: Own supply-path optimization and inventory strategy — curating SSPs and direct supply paths, building PMPs and curated marketplaces, and enforcing brand safety, viewability, and invalid-traffic (IVT) standards across the portfolio
  • Bid Strategy: Drive bid and optimization strategy across the portfolio (automated and custom bidding, frequency management, and KPI optimization toward CPA, ROAS, viewability, and completion rate) with strong intuition for when algorithmic optimization works and when it doesn’t
  • Measurement & Attribution: Lead the development of measurement frameworks — attribution, incrementality testing, MMM/MTA, and clean-room analysis — ensuring campaign performance is validated beyond last-touch platform metrics
  • Collaborate with agency and client teams to formulate and create strategic proposals that meet identified objectives
  • Sales Activity Support: Interact on a day-to-day basis with the agency’s Media Operations team to ensure campaign optimization and success
  • Support agency teams during operational and business reviews and act as a critical team member for operational and technical discussions
  • Campaign Monitoring: Identifying and escalating potential technical issues, identifying and building specifications on potential market needs requiring technical developments
  • Fulltime
Read More
Arrow Right
New

Associate Director Of Media Investment - Paid Social

Our Associate Directors of Media Investment are seasoned paid media leaders who ...
Location
Location
United States , Dallas
Salary
Salary:
Not provided
thearmcandy.com Logo
Arm Candy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be located in DFW or willing to relocate
  • 5+ years of working experience in Paid Social
  • Expert-level proficiency in Google Ads (Search, PMax, Shopping, Demand Gen) and Microsoft Advertising
  • Active Google Ads certifications (Search and Measurement at minimum)
  • Outstanding analytical and project management skills
  • Extreme attention to detail and the ability to handle several projects concurrently under deadline pressure
  • Ability to work effectively with internal team members and external clients and other agency partners
  • Ability to create accurate projections based on data analysis
  • Ability to multitask and perform under pressure
  • Proactive initiative
Job Responsibility
Job Responsibility
  • Manage the implementation, execution, and optimization of digital advertising campaigns across multiple platforms
  • Lead paid social strategy and execution across Meta (Facebook & Instagram), TikTok, LinkedIn, and emerging social platforms
  • Own social account architecture decisions
  • Creative Strategy: Treat creative as the primary performance lever
  • Bid Strategy: Drive bid and budget strategy across the portfolio
  • Measurement & Signal: Collaborate in the development of clean, server-side measurement
  • Collaborate with agency and client teams to formulate and create strategic proposals
  • Sales Activity Support: Interact on a day-to-day basis with the agency’s Media Investment team
  • Campaign Monitoring: Identifying and escalating potential technical issues
  • Manage a team of media investment associates, specialists, supervisors, and managers
  • Fulltime
Read More
Arrow Right

Associate Director, Project Management

The Associate Director, Project Management oversees 1-2 brands, leading PM teams...
Location
Location
United States , Chicago; Los Angeles; San Diego; San Francisco; Tempe
Salary
Salary:
130000.00 - 150000.00 USD / Year
inizioevoke.com Logo
Inizio Evoke
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A seasoned PM with 6+ years of experience and 1–2 years in healthcare/pharma advertising, ready to lead teams and deliver high‑impact, integrated brand work
  • Strong budgeting and portfolio management skills, with understanding of launch‑to‑mature brand needs
  • Experience across key project types: websites, email programs, speaker programs, social media, digital initiatives, and cross‑departmental strategy oversight
  • Ability to manage up, including guiding senior‑level strategy partners and aligning cross‑functional teams
  • Comfort with operational platforms such as Excel, Power BI, Smartsheet, Basecamp and Workfront/Ziflow
  • Bachelors degree required
  • Nice to have: familiarity with AI‑assisted workflows as the agency builds AI‑driven tools
Job Responsibility
Job Responsibility
  • Lead complex, cross‑agency initiatives across launch and mature brands
  • Own brand‑level planning including long‑range timelines, integrated Gantts, and multi‑channel workstreams
  • Guide PM team priorities and ensure clarity, delegation, and alignment across projects
  • Serve as a trusted client partner for scopes, budgets, timelines, and operational planning
  • Oversee workflows and recommend process improvements
  • Educate clients on agency processes, risk mitigation, and cross‑functional collaboration
  • Lead internal hot sheet, status, and kickoff meetings
  • Lead annual scopes and change orders, including creation of ballpark and final estimates, with cross‑functional alignment
  • Manage brand financials including estimates, forecasting, burn tracking, and reconciliation
  • Anticipate and mitigate risk through proactive planning and scenario modeling
What we offer
What we offer
  • Competitive compensation packages
  • Outstanding company-paid medical and dental benefits
  • 401(k) matching
  • Tuition reimbursement
  • Flexible time off (FTO)
Read More
Arrow Right

Associate Director, Project Management

The Associate Director, Project Management is a strategic position overseeing a ...
Location
Location
United States , New York
Salary
Salary:
120000.00 - 135000.00 USD / Year
inizioevoke.com Logo
Inizio Evoke
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of project management experience in a healthcare advertising agency environment
Job Responsibility
Job Responsibility
  • Manage key high-level complexity projects, requiring cross-agency and/or vendor support
  • Develop and maintain brand-level planning and initiatives (Gantts, etc.)
  • Provide direction to team on task and project priority, delegating within PM team as necessary
  • Serve as a point of contact for the client, in close partnership with the account team, as the interface between client and agency for all project plans, budgets, and revisions
  • Oversee legal/regulatory submissions, reviewing processes, and recommending adjustments to ensure the quality and consistency of submissions
  • Be able to onboard clients to agency process, talk about risk identification and mitigation planning
  • Leads development of annual scopes of work and change orders, partnering with cross-functional teams to align on key assumptions, feasibility and resource needs
  • Develop and work with the PM team to develop solutions to mitigate risk
  • Responsible for overall brand finances, including oversight of project estimates, forecasting, weekly budget tracking and reporting, client reconciliations, and reviewing all documentation generated by the PM team ahead of internal and client reviews
  • Comfortable meeting with Dept heads to discuss campaign or business unit needs, challenges, or optimizations
What we offer
What we offer
  • medical
  • dental
  • 401(k)
  • tuition reimbursement
  • flexible time off
  • Fulltime
Read More
Arrow Right

Associate Director, Resource Management

Inizio Evoke is seeking an Associate Director of Resource Management to serve as...
Location
Location
United States , New York
Salary
Salary:
100000.00 - 130000.00 USD / Year
inizioevoke.com Logo
Inizio Evoke
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in resource management, project management, or operations within an agency environment
  • Experience managing staffing across multiple clients or brands
  • Experience partnering with senior leadership and influencing decisions at a strategic level
  • Hands-on experience supporting new business, including working with pitch teams and building staffing plans from the ground up
  • Ability to retrofit and evolve team models post-win
  • Ability to balance data-driven insights with practical judgment
  • Confidence in navigating complex conversations
  • Ability to operate effectively across a diverse portfolio of clients
Job Responsibility
Job Responsibility
  • Be a primary resource manager and trusted partner to multiple capability leads and senior leadership stakeholders
  • Own and oversee a portfolio of brands/clients
  • Develop resource plans across a large subset of business
  • Maintain an understanding of each client's nuances
  • Partner with business development teams from late-stage pitch through to onboarding and staffing
  • Translate new business wins into scalable staffing models
  • Anticipate resource needs based on pipeline trends
  • Build relationships with senior leadership and client-facing leads
  • Provide consultative guidance on staffing trade-offs across a portfolio
  • Hold partners accountable to agreed-upon resource plans
What we offer
What we offer
  • Medical
  • Dental
  • 401(k)
  • Tuition reimbursement
  • Flexible time off
  • Fulltime
Read More
Arrow Right