Client Onboarding Project Manager
Client Onboarding Project Manager
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$ 110000 - 143000
1 Vacancy
Job Description
Gen II Fund Services is looking for an Onboarding Manager to manage the onboarding of all new clients. This individual would be responsible for overall project management establishing and implementing project management processes and adhering to Gen IIs high quality standards to ensure client onboardings are completed on time and meet client expectations. This role reports to a Managing Director of the Onboarding Team.
Primary responsibilities will include:
- Responsible for managing the implementation of all new clients across multiple platforms.
- Collaborate with worldwide cross-functional teams to ensure coordinated and timely delivery of key objectives.
- Become a trusted advisor to leadership and organizational stakeholders while providing specific guidance support and strategies around client implementation.
- Lead weekly client and multidepartment conference calls to address clients onboarding needs
- Provide subject matter expertise governance and risk assessments to address client needs and business goals while maintaining alignment with industry best practices.
- Understand interdependencies between technology operations and business needs to drive successful onboarding outcomes.
- Exhibit strong initiative and ownership by proactively addressing issues conflicts and dependencies driving onboardings to successful completion with minimal oversight.
- Provide comprehensive reporting on onboarding milestones deliverables dependencies risks and issues to various audiences including the client various departments and executive leadership.
- Work creatively and analytically in a problem-solving environment demonstrating teamwork innovation and operational excellence.
- Manage and utilize internal and external resources.
- Manage stakeholders communication (project teams leadership clients etc.)
- Adhere to onboarding plan
- Participate in establishing best practices templates policies tools and partnerships to expand and mature onboarding capabilities for the organization.
Qualifications
- 7 - 10 years of Project Management or relevant experience.
- Project execution toolkit: analysis scoping requirements gathering project execution and change management.
- Experience in Financial Services preferably in a global environment.
- Bachelors degree in business IT Communications or equivalent experience
- Extensive experience with people management strategic planning and change management.
- Excellent communication skills including customers and executives.
- Experience in effectively influencing and leading personnel and strong team building skills.
- Excellent problem solving and critical thinking skills.
- Excellent client service skills.
- Focused and versatile team player who is comfortable under pressure
- Self-motivated individual with a passion for working with people.
- Able to work well in a dynamic high-growth environment.
- Highly organized and able to manage multiple concurrent deadlines
- Extensive Microsoft suite skills - Excel (pivots) Word PowerPoint and Outlook
- Self-motivated individual with a passion for working with people
Preferred Skills:
- Private Equity and/ or Fund administration experience is preferred.
- Client On-Boarding experience
- PMP or similar certification is preferred.
The salary range for this position is $110000 - $143000 in addition to a discretionary bonus eligibility to be considered for the Gen II Incentive plan (LTIP). and a comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidates experience level.
Work Arrangement
All applicants applying to Gen II Fund Services LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule comprised of two (2) days a week in our New York office and three (3) days remotely.
About The Company
Gen II Fund Services LLC is one of the largest global independent private equity fund administrators administering over $1 trillion of private capital on behalf of its clients with offices across the US Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people process and technology enabling fund sponsors to effectively manage their operational infrastructure financial reporting and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry with broad expertise across buyout funds of funds real estate energy infrastructure credit co-investment hybrid funds feeder funds venture capital retail and managed accounts.
Key Facts:
- Administering over $1T in assets
- Servicing nearly every significant investor in the asset class
- Institutional grade infrastructure and SSAE 18 (SOC-1 Type 2) certification ensuring confidence in our processes and operating model
- The most experienced and best performing team in the industry
IC
Employment Type
Full-Time
