Onboarding Manager

Our client in the financial sector are looking to expand their team.

The Onboarding Manager is responsible for leading a team who support client onboarding and client care issues. The Onboarding Manager is required to have project and team management, customer facing and stakeholder management experience.



  • Manage the training needs, career progression, work and priorities of a team of analysts within agreed parameters in order to support business objectives.
  • ​Comfortably manage senior clients on product demonstrations and status updates.
  • ​Actively encourage a culture of continuous improvement through new ideas.
  • ​Work closely with Management to highlight onboarding and client care issues.


  • Track the status and timelines of all clients from start to finish of each onboarding.
  • ​Ensure that all activity reflects a defined process and is undertaken within set parameters.
  • ​Demonstrate knowledge of Private funds and their structures in order to onboard new clients in a timely and effective manner.
  • ​Support other Senior Analysts as required.
  • ​Identify areas for process improvements in order to maximize the efficient processing of all duties.


  • Maximize the use of technology in all processes in order to control risk and improve efficiency.
  • ​Understand the system design and how it is applied. Suggest technology improvements in pursuit of efficiency.


  • Manage and support a team of on boarding analysts.
  • ​Support the measurement and reporting of performance using well considered indicators.

​Candidate Requirements
The successful candidate will have:

  • Project Management, ITIL and KYC qualifications are preferred but not essential
  • ​Project management and stakeholder management experience would be beneficial
  • ​Fluent spoken and written English
  • ​Presence and confidence when managing staff
  • ​Methodical with an organized and self-starting approach to work
  • ​Good working knowledge of Excel and be technology driven
  • ​Experience dealing with clients and stakeholders

​Will Also:

  • Oversee a competent and knowledgeable team who meet or exceed clear metrics
  • ​Continuously improve systems and processes that are understood by all staff
  • ​Deliver clear customer onboarding timelines and consistent experiences

About you:

​We are one, global team who live by our culture and demonstrate The companies values in everything we do. We hire people who :

  • Work efficiently and accurately within defined processes
  • ​Proactively suggest process & system improvements to maximize efficiency
  • ​Take initiative and are approachable to all staff
  • ​Are excellent communicators, self-starting & capable of work with light supervision
  • ​Are competent & knowledgeable team members who understand both system and process
  • ​Maintain strong relationships with management, ensuring discretion is adhered to at all times
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