The Onboarding Manager is responsible for leading the team who support client onboarding and client care issues. The Onboarding Manager is required to have KYC/Onboarding, project and team management, customer facing and stakeholder management experience.
Responsibilities
People
- 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.
Process
- 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 to onboard new clients in a timely and effective manner.
- Support other Senior Analysts as required.
- Identify areas for process improvements in order to maximise the efficient processing of all duties.
System
- 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.
Management
- Manage and support a team of onboarding analysts.
- Ability to highlight potential bottlenecks and risks to Senior Management.
- Support the measurement and reporting of performance using well considered indicators by creating and presenting clear Management Information.
Candidate Requirements
The successful candidate will have:
- At least 3 years’ experience in leading an Onboarding/KYC Team.
- KYC/AML industry recognised qualification preferred but not essential.
- Experience in dealing with Private Fund Onboarding and a solid understanding of Private Equity Markets.
- Excellent spoken and written English.
- Ability to communicate clearly and confidently with high profile clients with minimal supervision.
- Experience in building and maintaining strong relationships with clients and stakeholders.
- Project Management, ITIL qualifications are preferred but not essential.
- Presence and confidence when managing staff.
- Methodical with an organised and self-starting approach to work.
- Good working knowledge of Excel and be technology driven.
Will also
- Oversee and ensure the continuous delivery from 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 IDRs 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