Client Onboarding Specialist
About the Opportunity
A fast‑growing fintech building portfolio analytics and prime brokerage connectivity for hedge funds and asset managers is hiring an Onboarding Manager. You'll sit at the intersection of client service, prime brokerage operations, and technical implementation-owning the workflow that gets new funds live on the platform. This is not a KYC/compliance role. It's a hands‑on coordination seat where you make timelines move, unblock dependencies, and create a smooth first experience for sophisticated buy‑side clients.
Role Responsibilities
- Own the onboarding timeline from kickoff to go‑live for new hedge fund and asset‑manager clients.
- Coordinate with prime brokers to gather and confirm key artifacts (e.g., Letters of Authorization, pricing/fee schedules, high‑level implementation specs).
- Shepherd data and connectivity setup by working closely with internal implementation/engineering teammates.
- Track requirements and dependencies, identify bottlenecks, and exercise sound judgment on when to push, follow up, or escalate.
- Communicate clearly with technical and non‑technical stakeholders; provide concise status updates and next steps.
- Contribute to process improvements (checklists, templates, dashboards) as the onboarding pipeline grows.
- Jump in where needed across adjacent operational or client‑facing tasks-small company, big impact.
Required Background
- Experience in prime brokerage, financing, operations, clearing, trade support, or related capital‑markets functions.
- Familiarity with broker onboarding workflows, financing or activity reports, or implementation processes.
- Project‑management mindset: organized, deadline‑driven, comfortable managing multiple parties and workstreams.
- Clear, confident communicator who builds trust with clients, brokers, and internal teams.
- Good judgment on follow‑ups and escalations; calm under time pressure.
- Startup energy: proactive, resourceful, and happy to wear more than one hat.
What makes this opportunity stand out:
High visibility: your work directly shapes the client experience and time‑to‑value.
Unique exposure: sit across prime brokerage, portfolio analytics, and fintech implementation.
Real growth: small, collaborative team where strong performers move quickly.
Modern stack & culture: fast‑moving team built by industry leaders who've run major banking and trading operations
If you match what is outlined aboved, apply here now for consideration!
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.