Senior Operations & Client Delivery Manager (Onboarding & PMO)

About the Role

Our client seeking a highly experienced Senior Operations & Client Delivery Manager to join to Multi-Family Office. This is a critical, high-impact role that merges Client Onboarding, PMO (Project Management Office), and Service Delivery Coordination.

You will be the operational backbone of the client lifecycle: from the moment a client joins (onboarding, KYC, and system setup) through the execution of complex, multi-stakeholder wealth management and fiduciary projects. This is not an administrative support role; it is a position for a professional "orchestrator" who can manage complex workstreams in a regulated, high-confidentiality environment and work with RM.

Key Responsibilities

1. End-to-End Onboarding & Activation

Lead the initial setup for new UHNW clients, ensuring a seamless transition into the office ecosystem.
Coordinate the full KYC/AML/CDD process: collect, validate, and structure complex documentation for internal compliance and external partner banks (UAE, RU, KZ, EU, UK, Switzerland, etc.).
Manage the "activation" of all retainer services, ensuring the client’s asset register and service scope are correctly mapped and launched.

2. Project Management & Workflow Orchestration (PMO)

Act as the central "Control Tower" for complex client cases involving internal SMEs (Tax, Legal, Investment), external advisors, and cross-border providers.
Develop and maintain detailed project plans (Gantt charts, milestone trackers) and dependency logs.
Transform complex, high-level instructions into structured action plans with clear owners and executable deliverables.

3. Governance, Reporting & Accountability

Maintain the master Action Log and CRM as the single source of truth for all client statuses, deadlines, and history.
Oversee Document Control: manage secure data rooms, maintain naming conventions, and ensure the integrity of the client’s digital archive.
Monitor SLAs (Service Level Agreements) and delivery against the Scope of Work (SoW) to prevent budget/time overruns.
Facilitate weekly status meetings, provide "Owner’s Control Tower" reporting, and proactively identify execution risks or blockers.

Candidate Requirements

Mandatory Experience:

5+ years of experience in Project Management, Onboarding, or Operations within a Multi-Family Office, Private Banking, Fiduciary or Wealth Management firm.
Proven track record of managing HNW/UHNW client workstreams involving multiple jurisdictions and complex legal/corporate structures.
Deep expertise in KYC/AML documentation and the requirements of top-tier international financial institutions.
Fluent English and Russian (written and spoken) is mandatory.

Technical & Operational Skills:

Advanced proficiency in PM tools (Monday.com, Asana, Jira, Notion, or Airtable) and CRM systems (HubSpot, Salesforce, or similar).
Experience building reporting dashboards and tracking logs for senior stakeholders.
Strong understanding of Delivery Governance: task ownership, escalation paths, and follow-up discipline.

Personal Profile:

Hyper-Organized: You find peace in a perfectly structured CRM and a completed checklist.
Execution-Oriented: You don't just find problems; you implement the system change to prevent them.
Discreet: Absolute understanding of confidentiality and data protection.
Professional Maturity: Ability to communicate with authority to HNW clients and senior specialists.

Who This Role is NOT For:

Candidates with experience limited to general office administration or basic PA/EA tasks.
Pure Software PMs or Construction PMs without exposure to financial/fiduciary services.
Individuals who prefer "strategy-only" roles; this position requires direct, hands-on delivery ownership (working in trackers, reviewing documents).

Старший менеджер по операционным процессам и клиентскому сопровождению (онбординг и PMO)

Наш клиент ищет высококвалифицированного старшего менеджера по операционным процессам и клиентскому сопровождению для работы в Multi-Family Office. Это критически важная и стратегически значимая роль, объединяющая онбординг клиентов, PMO (офис управления проектами) и координацию клиентского сервиса.

Вы будете операционной опорой всего клиентского цикла: от момента подключения клиента к сервису — включая онбординг, KYC и настройку систем — до реализации сложных проектов в сфере управления капиталом и фидуциарных услуг с участием нескольких сторон. Это не административная поддержка; это роль профессионального "оркестратора", способного управлять сложными процессами в регулируемой среде с высоким уровнем конфиденциальности и взаимодействовать с RM.

Вакансии в Агентство Очень Важный Персонал

Вакансии

Senior Operations & Client Project Manager (Onboarding & PMO)

Вакансии в Агентство Очень Важный Персонал

Вакансии

Senior Operations & Client Project Manager (Onboarding & PMO)