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- Tasks: Manage client onboarding processes and enhance their experience with our innovative products.
- Company: FIA Tech, a leading tech provider in the derivatives industry.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Be the face of FIA Tech and shape the future of our platforms.
- Qualifications: Experience in onboarding, project management, and strong communication skills required.
- Other info: Join a collaborative team and make a real impact in the finance tech space.
The predicted salary is between 36000 - 60000 £ per year.
OverviewFIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of thirteen leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives industry. FIA Tech works in close partnership with the broader industry, including exchanges, clearinghouses, clearing firms and other intermediaries, as well as independent software vendors, buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry.
We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Manager will support the sales process in product overviews and demos, manage end-to-end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products.
The onboarding managers will also act as project manager, preparing project plans, coordinating teams and deliverables as well as preparing presentations and metrics to stakeholders.
This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects, and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, specifically in the Block trading space, fee and commission management, and FIA Tech\’s suite of products is preferred.
Key Responsibilities
Manage end-to-end client onboarding processes, ensuring a seamless and positive experience for new clients.
Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
Conduct demos and product overviews to introduce clients to products, services, and support channels.
Customize onboarding plans based on client needs and ensure timely execution of each step.
Propose and develop new ideas and innovative strategies for achieving goals and solving challenges
Create detailed project plans and dashboards to track metric milestones and provide regular updates and presentations to key stakeholders.
Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
Provide training sessions to clients on platform usage, features, and best practices.
Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
Maintain accurate and up-to-date client records and documentation.
Create and maintain comprehensive project plans and product enhancement documentation
Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
Collaborate with the sales team to identify upselling and cross-sell opportunities during the onboarding process.
Serve as the key liaison between client and internal FIA Tech stakeholders
Support customer testing and operation of FIA Tech\’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions
Achieving excellent understanding of FIA Tech\’s products, functionality, and workflows as well as external products that affect our industry
Qualifications
Bachelor\’s degree in finance, Economics, Business or related field
Proven experience in onboarding, process implementation and project management roles
Knowledge of brokerage, derivatives markets (Exchange Traded Derivative (ETD) is preferred
Strong communication and interpersonal skills
Strong analytical and problem-solving skills
Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred
Ability to work collaboratively in a fast-paced, dynamic environment
Detail-oriented with excellent organizational and time-management abilities
Excellent problem-solving and analytical skills, with a focus on data-driven decision-making
Customer-centric mindset with a commitment to delivering exceptional service
A willingness to adapt to evolving processes and technologies.
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Project Manager, Client Onboarding employer: FIA Tech
Contact Detail:
FIA Tech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager, Client Onboarding
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at FIA Tech or similar companies. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching FIA Tech's products and services. Show us you know what we do and how you can contribute to our client onboarding process. Tailor your responses to highlight your relevant experience!
✨Tip Number 3
Practice your demo skills! Since the role involves conducting product overviews, get comfortable explaining complex concepts simply. You want to impress us with your ability to communicate effectively with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team at FIA Tech.
We think you need these skills to ace Project Manager, Client Onboarding
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Onboarding Project Manager. Highlight your experience in onboarding, project management, and any relevant knowledge of derivatives markets. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit. Don't forget to mention any specific experiences that relate to client onboarding and relationship management.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can think on their feet and come up with innovative solutions, especially in fast-paced environments like ours!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at FIA Tech!
How to prepare for a job interview at FIA Tech
✨Know Your Stuff
Make sure you have a solid understanding of FIA Tech's products and the derivatives market. Brush up on key concepts related to trading and clearing processes, especially in the Block trading space. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Project Management Skills
Prepare to discuss your experience with project management and onboarding processes. Have specific examples ready that demonstrate how you've successfully managed projects, coordinated teams, and delivered results. Use metrics to highlight your achievements and how they contributed to client satisfaction.
✨Be Client-Centric
Since the role involves managing client relationships, be ready to talk about how you’ve handled client inquiries and resolved issues in the past. Share examples of how you’ve tailored onboarding experiences to meet client needs and how you’ve gathered feedback to improve processes.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the challenges they face in onboarding, and how success is measured in this role. This shows that you’re not just interested in the job, but also in contributing to the team's success.
