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- Tasks: Manage client onboarding processes and enhance their experience with our innovative products.
- Company: Join FIA Tech, a leader in the exchange traded derivatives industry.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Be the face of our organisation and shape the future of our platforms.
- Qualifications: Experience in onboarding, project management, and knowledge of brokerage markets preferred.
- Other info: Collaborative team culture with a focus on innovation and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
FIA 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.
- 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.
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 sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and project management. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of past projects where you successfully managed onboarding processes or improved client experiences. This will help us see how you can add value to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining FIA Tech and being part of our innovative journey.
We think you need these skills to ace Project Manager, Client Onboarding
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Onboarding Project Manager role. Highlight your experience in onboarding and project management, and don’t forget to mention any relevant knowledge of trading and clearing processes!
Showcase Your Skills: We want to see your strong communication and problem-solving skills shine through. Use specific examples from your past experiences to demonstrate how you've successfully managed client relationships and implemented processes.
Be Personable: Remember, we’re looking for someone who can be the face of our organisation! Let your personality come through in your application. Show us that you’re not just about the numbers but also about building relationships and enhancing client experiences.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 exchange traded derivatives industry. Brush up on key concepts like trading and clearing processes, especially in the Block trading space. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Project Management Skills
Prepare to discuss your experience with managing onboarding processes and project plans. Have specific examples ready that highlight your ability to coordinate teams, manage deliverables, and create effective presentations. This will demonstrate your capability to handle the responsibilities of the Client Onboarding Project Manager role.
✨Emphasise Relationship Management
Since this role involves being the primary point of contact for clients, be ready to talk about your relationship management skills. Share examples of how you've successfully built rapport with clients and resolved issues promptly. This will show that you can maintain a customer-centric mindset and deliver exceptional service.
✨Prepare for Problem-Solving Scenarios
Expect to face some hypothetical scenarios during the interview where you'll need to demonstrate your analytical and problem-solving skills. Think through potential challenges in the onboarding process and how you would address them. This will highlight your proactive approach and ability to adapt to evolving processes.
