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.



  • 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 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.


  • 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 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