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Onboarding Manager

REF: 336 | Risk and Compliance |
  • Type: Permanent
  • Job #336

Purpose of the role:

Within this role you will be providing a multi-jurisdictional service for the Institutional business to onboard new clients and investors. You will also be responsible for the day to day Client and Investor Onboarding & Data Management Institutional business.


  • Act in a collaborative manner, supporting their clients, relationship managers and teams from an Onboarding and Data Management perspective
  • Continuously assess processes and identify areas of weakness and work with the Client Delivery Management team to implement improvements
  • Client focused with an ability to work in a fast paced, high pressured work environment
  • Work closely with the clients and their advisors to understand complex structures and deliver commercial and pragmatic solutions to meet client and business needs
  • Act as a workstream lead to support delivery of a variety of new client transition initiatives and co-ordinate with the team members ensuring delivery of a superior client experience
  • Act as a point of escalation and resolve complex issues related to the onboarding process
  • Deal with internal and external day to day queries in a timely manner
  • Assist in appropriate projects and initiatives relating to Operations teams
  • Attend to regular team meetings and constructively contribute
  • Understanding what is appropriate and acceptable in relation to AML/SOF/SOW/CDD and other compliance obligations, and escalating issues and risks accordingly
  • Assist in providing MI to the business

Skills required:

  • Recognised relevant ICA, AML or equivalent Professional Qualification
  • 5-8 years' relevant finance industry experience, with the legal, compliance or regulatory sector
  • Experience PE/Real Estate fund structures
  • Previous experience in a MLRO/MLCO Compliance or similar role
  • Experience within AML/CDD onboarding fund sector
  • Experience of client service delivery

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