Senior Vice President, Fund/Client Accounting Manager

Senior Vice President, Fund/Client CONVERSIONS ONBOARDINGCorporate title: Senior Vice President, Fund/Client Accounting

We’re seeking a future team member for the role of Senior Vice President, Fund/Client Accounting Manager to join our Conversion Onboarding team. This role is located in Wrocław, Poland.

Responsible for seamlessly integrating new business mandates into the company’s standard operating model. This is a high-impact, cross-functional role that bridges client requirements with internal capabilities to ensure a smooth transition from sales through execution.

This individual acts as a key liaison between clients, Operations, and Engineering teams to deliver high-quality, scalable, and compliant solutions. The successful candidate will possess strong stakeholder management, business analysis, and problem-solving skills, along with a firm grasp of financial services operations and the client onboarding processes.

In this role, you’ll make an impact in the following ways: Client Engagement & Onboarding

• Serve as a dedicated point of contact for clients during the onboarding and integration phase.
• Guide clients through the onboarding process, setting expectations, managing timelines, and addressing questions or concerns.
• Lead onboarding workshops or working sessions to ensure alignment on requirements and process.

Due Diligence & Assessment

• Oversee the due diligence process for new mandates, ensuring thorough risk, compliance, and operational reviews.
• Coordinate with Compliance, Risk, Legal, and other internal functions to complete required assessments.
• Ensure that all regulatory and internal policy requirements are met before go-live.

Requirement Mapping & Gap Analysis

• Conduct structured assessments of client requirements against the company’s standard service catalogue and operating model.
• Identify service delivery gaps, risks, or customizations needed.
• Document and communicate clear integration plans based on assessed gaps.
• Cross-Functional Collaboration & Silo-Breaking
• Actively foster collaboration between Product, Operations, and Engineering teams.
• Champion transparency and knowledge sharing across departments to eliminate inefficiencies or misunderstandings.
• Facilitate implementation meetings to ensure stakeholders are aligned on priorities and actions.

Migration Planning & Execution

• Contribute to or lead migration planning efforts for new mandates transitioning from legacy systems or providers.
• Collaborate with Project Management teams to develop and track implementation milestones.
• Ensure minimal disruption to business operations during migrations or transitions.

Solution Design & Subject Matter Expertise

• Offer subject matter expertise to design solutions for complex onboarding or integration challenges.
• Provide recommendations for deviations from standard models where justified, ensuring appropriate approvals and controls are observed.
• Maintain a deep understanding of regulatory and operational frameworks relevant to client onboarding and financial services.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Business, Finance, or related field preferred.
• Strong communication and interpersonal skills with a client-focused mindset.
• Strong understanding of financial services Operations.
• Experience in the client onboarding processes is a plus.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to work collaboratively across teams and manage multiple priorities.
• Proficiency in Microsoft Office tools; familiarity with project management software is advantageous.