EVP – Client Transformation Program (Credit Fund Administration)

Location: Dallas, TX (Onsite 3 days per week)

Industry: Financial Services – Fund Administration

Job Type: Full‑Time, Executive

A global leader in fund services is seeking an experienced Executive Vice President, Client Transformation Program to lead onboarding, integrations, and strategic transformation initiatives.

Position Summary

In this role, you will oversee client integrations, major onboarding programs, and strategic transformation efforts across digital, operational, and regulatory functions. You will lead cross‑functional teams responsible for evolving the organization’s delivery model and ensuring a seamless onboarding experience for complex fund structures.

Key Requirements

✔ 5-10 years' Private Equity (PE) & Real Assets (RA) experience

✔ Credit Fund Administration background

✔ Hands‑on experience with client onboarding within fund administration

✔ Strong Fund Accounting foundation and proven PMO / Program & Project Management experience.

✔ Experience leading multi‑stream programs and managing stakeholders at all levels

✔ Ability to drive operational and digital transformation initiatives

✔ Must be local to Dallas–Fort Worth

Responsibilities

• Lead client onboarding transformation initiatives
• Oversee integrations, conversions, and major client programs
• Manage cross‑functional program teams
• Develop transformation strategies and track milestones/KPIs
• Coordinate with senior leadership and external stakeholders
• Oversee program governance, reporting, and risk management
• Support sales efforts through RFP/RFI input and onboarding expertise

Compensation & Benefits

• Highly competitive executive salary
• Robust benefits package
• Significant growth potential within a key and expanding Dallas market

Who Should Apply

Candidates with fund accounting experience who have progressed into PMO, Program Management, or Transformation roles — especially those with hands‑on onboarding experience in PE/RA/Credit — are strongly encouraged to apply.

Pay: $150,000.00 - $325,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Prescription drug insurance
• Tuition reimbursement
• Vision insurance

Application Question(s)

• How many years' experience do you have in the fund accounting & administration industry?
• How many years' experience do you have within the Private Equity (PE) and Real Assets (RA) industry?
• How many years' experience do you have with Program and Project Management?
• How many years' experience do you have with client onboarding within the PE/RA/Fund Accounting space?

Work Location: In person