Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 47 days ago

Associate, Client Onboarding - Investor Services

stepstone60 open roles

Where
Charlotte
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate, Client Onboarding - Investor Servicesstepstone · Charlotte

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on stepstone's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 47 days ago

The posting

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The Associate of StepStone Investor Servicing in Charlotte will support the investor onboarding into StepStone’s investment vehicles and will be responsible for investor communications and coordination with functional teams involved in the onboarding process. The individual may also support institutional business development efforts in the region.

Key Responsibilities:

Investor & SMA Onboarding Execution

  • Own the full lifecycle of investor onboarding, serving as the primary point of contact for investors from initiation through close.
  • Set up and maintain investor, entity, and account records across internal systems and approved digital subscription platforms.
  • Guide investors through subscription documentation, investor questionnaires, tax documentation, and all AML/KYC requirements.
  • Coordinate closely with Legal, Compliance, Fund Administration, Business Development, and external vendors to drive timely approvals and issue resolution.
  • Proactively track onboarding progress, manage open items, and escalate risks or delays that could impact funding timelines.
  • Host and lead launch call series with key stakeholders to discuss notable status updates, flag at-risk items, and dependency areas.
  • Handle complex investor structures, jurisdictional nuances, and heightened AML/KYC cases with confidence and ownership.
  • Establish and manage SLAs across internal / external providers, ensuring all closes are met on time.
  • Manage status updates across each phase of the onboarding life cycle (e.g., Ideation, Structing, Pre-Signing, Closing, Investing).

Technology, Platforms & Data Management

  • Manage and oversee onboarding workflows using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or similar technologies.
  • Ensure data integrity, completeness, and consistency across onboarding platforms, CRM systems, and downstream operational systems.
  • Partner with internal teams and vendors on system enhancements, integrations, data mapping, and workflow improvements related to SMA onboarding.
  • Maintain trackers, dashboards, and reporting related to SMA onboarding status and operational metrics.
  • Provide a white glove client experience with internal stakeholders and investors, by offering platform walk-throughs for a seamless onboarding process.

Process Improvement & AI Enablement

  • Identify bottlenecks, inefficiencies, and risks within onboarding workflows and implement scalable process improvements.
  • Leverage automation, data tools, and AI-enabled solutions to reduce manual touchpoints and improve speed, accuracy, and investor experience.
  • Contribute to documentation of onboarding procedures, controls, and best practices to support team scalability.

Cross-Functional Collaboration

  • Work closely with Business Development and Client Relationship teams to ensure clarity of roles, ownership, and investor communications.
  • Partner with Legal, Compliance, Product, and Fund Accounting to align onboarding requirements with fund structures, timing, and regulatory obligations.
  • Collaborate effectively with external administrators, AML/KYC providers, and outside counsel.
  • Keep in close coordination with respective Fund Onboarding leads (across impacted asset classes) on SMA OB status.

Qualifications & Experience:

  • 5-7+ years of direct, hands-on experiencein investor onboarding for an alternative investment manager.
  • Experience onboarding investors into funds with private equity, venture capital, real estate, private debt, and/or infrastructure
  • Demonstrated experience using digital subscription and onboarding platformssuch as Anduin, SUBSCRIBE, Goji, or comparable systems.
  • Strong working knowledge of subscription documentation, investor questionnaires, AML/KYC requirements, and global jurisdictional considerations.
  • Proven ability to manage multiple complex onboarding processes concurrently in a deadline-driven environment.
  • Track record of process improvement, with experience leveraging technology, automation, and AI to enhance operational efficiency.
  • Highly organized, detail-oriented, and accountable, with a strong sense of ownership.

Required Knowledge, Skills, and Abilities:

  • Strong organizational skills, with the ability to work cross functionally to manage projects from start to finish
  • Operates independently at the Associate level with the confidence to quarterback end to end onboarding processes
  • Acute attention to accuracy and detail
  • Strong sense of urgency and the ability to prioritize multiple in-process deliverables at the same time
  • Robust understanding of the private equity market and StepStone’s offerings within the market
  • Effective communication skills and strong problem-solving skills
  • Ability to prioritize activities while working on multiple projects and achieve target deadlines
  • Motivated to build scalable future state onboarding processes
  • Proficiency with Microsoft Excel, Word, and PowerPoint

Additional attributes:

  • Self-starter with strong initiative, entrepreneurial
  • Adaptable and comfortable with evolving responsibilities
  • Strong collaboration and teamwork skills
  • Positive attitude and willingness to take on new challenges

#LI-Hybrid

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.

Developing People at StepStone

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against stepstone's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on stepstone's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    stepstone's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.