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- Tasks: Manage the full investor onboarding lifecycle and lead cross-functional projects.
- Company: Join a fast-growing investment platform in the heart of London.
- Benefits: Enjoy competitive pay, bonuses, and a collaborative work environment.
- Why this job: Shape efficient onboarding practices and grow your career in a dynamic setting.
- Qualifications: 5+ years in investor services with strong project management skills required.
- Other info: Ideal for those passionate about fintech and operational excellence.
The predicted salary is between 43200 - 72000 £ per year.
My client is seeking a highly experienced Investment Onboarding Project Manager to 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+ years of relevant experience in Transfer Agency, Fund Administration, Investor Services, or related areas, with strong exposure to investor onboarding and compliance operations.
- Proven track record in project management, ideally related to technology transformation or software implementation within 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 with SaaS-based investor onboarding platforms or enterprise fintech solutions.
- Project Management Certification (e.g., PMP, PRINCE2, or Agile methodologies).
- Background in a client-facing role at a financial software provider or fintech organization.
- Experience working in a fast-paced, regulated environment with exposure to private markets, hedge funds, or alternative investment platforms.
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.
Project Manager - Investor Onboarding in City of London employer: RP Recruitment Ltd
Contact Detail:
RP Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager - Investor Onboarding in City of London
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in investor onboarding. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in compliance and project management.
✨Tip Number 2
Familiarise yourself with the specific SaaS-based investor onboarding platforms mentioned in the job description. Having hands-on experience or knowledge of these tools can set you apart from other candidates and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous project management experiences in detail, particularly those related to technology transformation or software implementation. Be ready to share specific examples of how you drove process improvements and managed stakeholder engagement.
✨Tip Number 4
Research the company’s values and recent developments in the investment sector. Tailoring your conversations during interviews to align with their goals and demonstrating your understanding of the regulatory landscape will show that you are a proactive candidate.
We think you need these skills to ace Project Manager - Investor Onboarding in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investor onboarding, compliance processes, and project management. Use specific examples that demonstrate your ability to manage end-to-end onboarding workflows and drive process optimisation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with KYC/AML processes and how you can contribute to improving onboarding practices. Be sure to express your enthusiasm for the position.
Highlight Relevant Skills: In your application, emphasise skills such as stakeholder engagement, analytical thinking, and problem-solving. These are crucial for the Project Manager role and should be evident in your written materials.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects attention to detail, which is essential for the role you're applying for.
How to prepare for a job interview at RP Recruitment Ltd
✨Understand the Onboarding Lifecycle
Make sure you have a solid grasp of the full investor onboarding lifecycle. Be prepared to discuss your experience managing these processes and how you've optimised them in previous roles.
✨Showcase Your Project Management Skills
Highlight your project management experience, especially in technology transformation or software implementation. Be ready to provide examples of successful projects you've led and the methodologies you used.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in this role, brush up on KYC/AML processes and be ready to discuss how you've ensured regulatory compliance in past positions. This will show your understanding of the industry's requirements.
✨Engage with Stakeholders
Prepare to talk about your interpersonal skills and how you've effectively engaged with various stakeholders. Share specific instances where you maintained transparency and communication during complex projects.
