Onboarding Manager

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

We are seeking an experienced Onboarding Manager to join our team and lead the onboarding process for our sub-distributors. The ideal candidate will have strong communication skills, operational knowledge, and be process-oriented. The Onboarding Manager will be responsible for managing the onboarding process from start to finish, working in a challenging environment with strict deadlines, and must be able to prioritize workload.

Requirements

Key Responsibilities:

• Develop and implement onboarding procedures for sub-distributors
• Act as the primary point of contact for sub-distributors during the onboarding process
• Ensure sub-distributors receive all necessary information, training, and resources to successfully onboard
• Collaborate with cross-functional teams to ensure smooth onboarding
• Develop and manage project plans and timelines to ensure timely completion of onboarding activities
• Monitor progress and ensure all necessary activities are completed on time
• Analyse data and feedback to continuously improve the onboarding process
• Ensure all relevant documentation is accurate, complete, and maintained
• Provide regular updates to senior management on the status of onboarding activities

Required Experience and Skills

• A minimum of 5 years of experience in a similar onboarding role, preferably in the financial services industry
• Strong communication and interpersonal skills, with the ability to communicate effectively with stakeholders at all levels
• Strong operational knowledge, with the ability to understand and manage complex operational processes
• Highly process-oriented, with a focus on continuous improvement
• Strong project and campaign management skills, with the ability to manage multiple projects and prioritize workload
• Ability to work in a challenging environment, meet strict deadlines, and work under pressure
• Detail-oriented, with a focus on accuracy and quality
• Ability to analyse data and feedback to continuously improve the onboarding process
• Excellent English (both verbal and written) skills

Preferred Experience and Skills

A degree in a relevant field, such as business administration, project management, or finance

Personal Competencies

• Results-oriented
• Self-motivated

Benefits

What you can expect from joining our team

• Brand new office facility
• Subsidised car parking
• Extra days of leave for seniority (1 per 5 years)
• Complimentary healthcare for employees (can add family members)
• Pension plans
• Fruits/ healthy snacks in the pantry
• Lunch vouchers at 10.80 Euros
• Holiday purchase option – up to 5 days per calendar year
• Sponsored learning and development, including formal qualifications
• Team Building Activities
• Full home working equipment
• Flexible home and office working
• Full LinkedIn Learning access
• Joining a sustainable business that cares for the environment and people
• Opportunities to give back to our local communities through volunteer days
• Options to join and lead diversity and inclusion initiatives
• Become part of Charity Challenges for raising money for charities selected by employees
• Whole office social events
• Sport activities

What our people across the globe say about FE fundinfo

“Fast-paced like a start-up, challenging and interesting”

“Great work / life balance in a flexible and supportive atmosphere”

“Working on the latest tech in a quickly evolving environment”

“Sense of togetherness even when working virtually”