Senior Operations & Client Project Manager (Onboarding & PMO)

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.