{"id":207229,"url":"https://alion.io/job/stepstone-group-associate-client-onboarding-investor-services","title":"Associate, Client Onboarding - Investor Services","company":{"id":684981,"name":"StepStone Group","domain":"stepstonegroup.com","url":"https://alion.io/company/stepstonegroup","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":87,"open_postings":3,"ghost_share":0,"stale_share":0.333,"repost_share":0,"time_to_fill_p50_days":81,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":71000,"max_usd":153000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4349},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"closed","first_seen_at":"2026-08-17T15:47:01Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-10-26T15:13:52Z","board_verified":false,"closed_at":"2026-10-26T15:13:52Z","days_open":69,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":69},"description":"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.\nPosition Overview \nThe 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.\nKey Responsibilities:\nInvestor & SMA Onboarding Execution\nOwn the full lifecycle of investor onboarding, serving as the primary point of contact for investors from initiation through close.\nSet up and maintain investor, entity, and account records across internal systems and approved digital subscription platforms.\nGuide investors through subscription documentation, investor questionnaires, tax documentation, and all AML/KYC requirements.\nCoordinate closely with Legal, Compliance, Fund Administration, Business Development, and external vendors to drive timely approvals and issue resolution.\nProactively track onboarding progress, manage open items, and escalate risks or delays that could impact funding timelines.\nHost and lead launch call series with key stakeholders to discuss notable status updates, flag at-risk items, and dependency areas.\nHandle complex investor structures, jurisdictional nuances, and heightened AML/KYC cases with confidence and ownership.\nEstablish and manage SLAs across internal / external providers, ensuring all closes are met on time.\nManage status updates across each phase of the onboarding life cycle (e.g., Ideation, Structing, Pre-Signing, Closing, Investing).\nTechnology, Platforms & Data Management\nManage and oversee onboarding workflows using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or similar technologies.\nEnsure data integrity, completeness, and consistency across onboarding platforms, CRM systems, and downstream operational systems.\nPartner with internal teams and vendors on system enhancements, integrations, data mapping, and workflow improvements related to SMA onboarding.\nMaintain trackers, dashboards, and reporting related to SMA onboarding status and operational metrics.\nProvide a white glove client experience with internal stakeholders and investors, by offering platform walk-throughs for a seamless onboarding process.\nProcess Improvement & AI Enablement\nIdentify bottlenecks, inefficiencies, and risks within onboarding workflows and implement scalable process improvements.\nLeverage automation, data tools, and AI-enabled solutions to reduce manual touchpoints and improve speed, accuracy, and investor experience.\nContribute to documentation of onboarding procedures, controls, and best practices to support team scalability.\nCross-Functional Collaboration\nWork closely with Business Development and Client Relationship teams to ensure clarity of roles, ownership, and investor communications.\nPartner with Legal, Compliance, Product, and Fund Accounting to align onboarding requirements with fund structures, timing, and regulatory obligations.\nCollaborate effectively with external administrators, AML/KYC providers, and outside counsel.\nKeep in close coordination with respective Fund Onboarding leads (across impacted asset classes) on SMA OB status.\nQualifications & Experience:\n5-7+ years of direct, hands-on experience in investor onboarding for an alternative investment manager.\nExperience onboarding investors into funds with private equity, venture capital, real estate, private debt, and/or infrastructure\nDemonstrated experience using digital subscription and onboarding platforms such as Anduin, SUBSCRIBE, Goji, or comparable systems.\nStrong working knowledge of subscription documentation, investor questionnaires, AML/KYC requirements, and global jurisdictional considerations.\nProven ability to manage multiple complex onboarding processes concurrently in a deadline-driven environment.\nTrack record of process improvement, with experience leveraging technology, automation, and AI to enhance operational efficiency.\nHighly organized, detail-oriented, and accountable, with a strong sense of ownership.\nRequired Knowledge, Skills, and Abilities:\nStrong organizational skills, with the ability to work cross functionally to manage projects from start to finish\nOperates independently at the Associate level with the confidence to quarterback end to end onboarding processes\nAcute attention to accuracy and detail\nStrong sense of urgency and the ability to prioritize multiple in-process deliverables at the same time\nRobust understanding of the private equity market and StepStone’s offerings within the market\nEffective communication skills and strong problem-solving skills\nAbility to prioritize activities while working on multiple projects and achieve target deadlines\nMotivated to build scalable future state onboarding processes\nProficiency with Microsoft Excel, Word, and PowerPoint\nAdditional attributes:\nSelf-starter with strong initiative, entrepreneurial\nAdaptable and comfortable with evolving responsibilities\nStrong collaboration and teamwork skills\nPositive attitude and willingness to take on new challenges\nAt 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. \nAs 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.\nCandidates must be at least 18 years old to apply.\nDeveloping People at StepStone","description_format":"text","description_chars":6276,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Private Equity"],"lifecycle":[{"event":"open","at":"2026-09-05T07:58:57Z"},{"event":"close","at":"2026-10-26T15:13:52Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 8 · green card filings: 2","filings_12m":8,"filings_prev_12m":11,"green_card_filings_12m":2,"median_offered_wage_usd":146500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/stepstone-group-associate-client-onboarding-investor-services","json_url":"https://alion.io/job/stepstone-group-associate-client-onboarding-investor-services.json","meta":{"generated_at":"2026-11-06T04:58:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8621,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":684981},"rest":"https://alion.io/mcp/rest/get_company?id=684981"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstepstone-group-associate-client-onboarding-investor-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstepstone-group-associate-client-onboarding-investor-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstepstone-group-associate-client-onboarding-investor-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/stepstone-group-associate-client-onboarding-investor-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstepstone-group-associate-client-onboarding-investor-services"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":207229}},{"tool":"search_jobs","arguments":{"company":"stepstonegroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":207229},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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