Project Manager - Investor Onboarding in City of London

Job Title: Investment Onboarding Project Manager

Location: London5 Days/Week Onsite
Employment Type:Full-Time, Permanent
Compensation:Competitive + Bonus + Benefits

About the Role

My client is seeking ahighly experienced Investment Onboarding Project Managerto join our growing team. This is a critical role for a detail-oriented, delivery-focused professional with deep experience in investor onboarding, compliance processes, and project management within financial services. The successful candidate will be responsible for managing end-to-end onboarding workflows and driving process optimization, stakeholder coordination, and implementation of best practices across our investor servicing and fund operations infrastructure.

Key Responsibilities

• Own and manage the full investor onboarding lifecycle for new and existing clients.

• Lead cross-functional onboarding projects, coordinating between internal operations, legal, compliance, technology, and client stakeholders.

• Ensure regulatory compliance and proper documentation across KYC/AML processes.

• Serve as the key point of contact during onboarding projects, maintaining transparency, consistency, and timeliness.

• Develop and implement project plans, timelines, risk mitigation strategies, and communication protocols.

• Identify and drive opportunities for workflow automation and process improvements.

• Work closely with product and technology teams to support the configuration or implementation of onboarding and operational systems.

Essential Skills & Experience

• 5+ yearsof relevant experience inTransfer Agency, Fund Administration, Investor Services, or related areas, with strong exposure to investor onboarding and compliance operations.

• Proven track record inproject management, ideally related totechnology transformation or software implementationwithin financial services.

• In-depth understanding of investor documentation, onboarding requirements, and operational frameworks within fund structures.

• Strong interpersonal and stakeholder engagement skills; ability to work closely with internal and external clients across varying levels of seniority.

• Analytical thinker with a problem-solving mindset and a strong commitment to operational excellence.

Preferred Qualifications

• Experience withSaaS-based investor onboarding platformsor enterprise fintech solutions.

• Project Management Certification(e.g., PMP, PRINCE2, or Agile methodologies).

• Background in aclient-facing roleat a financial software provider or fintech organization.

• Experience working in a fast-paced, regulated environment with exposure toprivate markets, hedge funds, or alternative investmentplatforms.

What We Offer

• A high-impact role within a fast-growing investment platform.

• A collaborative, intellectually driven environment with strong leadership.

• Opportunity to shape scalable, efficient onboarding practices at an institutional level.

• Clear pathway for growth and leadership in operations and technology initiatives.