Project Manager, Client Onboarding
1 month ago
As a company, we’re absolutely committed to the growth, development, and well-being of our people. Enfusion is where you can pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. If you're looking for a culture that is inclusive, collaborative, entrepreneurial, values diversity, fosters and rewards creative exploration, and strives to continually exceed client expectations then we're looking forward to hearing from you. Learn more about Enfusion by visiting and apply today
The Team:
Project Managers sit within the Client Onboarding team and help ensure a smooth and efficient onboarding process for new clients. Supporting the three verticals (PMS, OEMS, and Managed Services Implementation), the Project Management Office oversees and manages various projects and ensures that timelines and goals are met, while monitoring budgets and mitigating risk.
The Role:
The Project Manager will partner with internal teams to implement projects for clients; including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for Enfusion teams including Solutioning, and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication.
What You’ll Do:
- Determine project scope and objectives to ensure teams are able to deliver against commitments
- Identify resources to deliver projects and forecast and resolve capacity utilization problems
- Create and manage project plans, course correcting and escalating where necessary
- Publish high quality project transparency to senior stakeholders on a regular basis
- Utilize industry best practices, techniques, and standards throughout the project lifecycle
- Engage senior client and internal stakeholders to review project progress and task-level status.
- Liaise with the internal teams to support problem resolution activities
- Identify opportunities for project management process improvements
What You’ll Need:
- Bachelor's degree required - computer science, finance, economics, or a related field preferred
- 5+ years of project management and related experience
- Project Management Professional (PMP) certification preferred
- Strong familiarity with project management software tools
- Methodical problem solving abilities
- Strong interpersonal skills
- 2+ years of Fintech onboarding and / or software implementation experience preferred
- A client-service mentality and collaborative work style.
- Ability to manage competing priorities and deliver with high quality
Note: This position will not be able to start until January 2025
#LI-ST1
-
Project Manager for Client Onboarding
4 weeks ago
London, Greater London, United Kingdom MRJ Recruitment Full timeJob DescriptionWe are seeking an experienced Contract Project Manager to join our team and oversee client and partner onboarding within a SaaS environment.This is a 12-month fixed term opportunity (possibility of an extension) with a competitive salary of £50k - £60k and a hybrid working arrangement with one day in London, Fitzrovia.Our client, a data tech...
-
Client Onboarding Project Coordinator
6 months ago
London, United Kingdom Questel Full time**Your next adventure awaits here** The Client Onboarding Project Co-ordinator delivers a “white glove” onboarding experience to Questel’s high-value accounts, refines overall strategy for onboarding new clients, and oversees day-to-day customer configuration activities. This position reports to the Director, Client Onboarding. **Principal Duties &...
-
Client Onboarding Manager
4 months ago
London, United Kingdom EmpowerRD Full timePosition Overview: EmpowerRD is seeking a Client Onboarding Manager with a background in R&D tax credit. The client Onboarding Manager will lead the effective implementation of our onboarding strategy, ensuring our clients can seamlessly adopt and benefit from our R&D funding solutions. This role offers the chance to make a significant impact on...
-
Project Manager for Client Onboarding
4 weeks ago
London, Greater London, United Kingdom Enfusion Full timeAbout the RoleThe Project Manager will serve as the central point of contact for Enfusion teams, including Solutioning, and Delivery, to implement projects for clients. This role involves building strong product knowledge, managing a positive relationship with clients, understanding and applying project methodologies and risk management processes, and acting...
-
Client Onboarding and Support Specialist Fix Linux
5 months ago
London, United Kingdom Client Server Full timeClient Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...
-
Administrator - Client Onboarding
5 months ago
London, United Kingdom Aztec Group Full time**Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...
-
Client Onboarding Manager
4 weeks ago
London, Greater London, United Kingdom Barings Full timeAt Barings, we strive to build long-term relationships with our clients. To achieve this, we are seeking a skilled professional to join our team as a Client Onboarding Manager. This individual will be responsible for facilitating the post-sale client coverage process, ensuring a seamless experience for our clients.Key Responsibilities:Coordinate internal...
-
Client Onboarding and Investment Management
8 months ago
London, United Kingdom LGBT Great Careers Full timeLGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. **Key remits** - Obtain approval for fee...
-
Project Lead
1 week ago
London, Greater London, United Kingdom Enfusion Ltd. LLC Full timeAbout Enfusion Ltd. LLCEnfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe.The company is committed to the growth, development, and well-being of its people, fostering an inclusive, collaborative, and entrepreneurial culture that...
-
Client Onboarding Executive
6 months ago
London, United Kingdom Social Value Portal Full time**Who we are**: We’re a company on a mission to deliver £100bn in social value to help people, places and the planet thrive. We launched in 2014 and within a short time have become the market leader in measurement and reporting of social value in the UK. The market is still emerging but is growing very rapidly. We have recently received Series B...
-
Client Onboarding Manager
1 week ago
London, Greater London, United Kingdom Goldman Sachs Group, Inc. Full timeEstimated Salary: $95,000 - $140,000 per year.About This RoleThis position is a unique opportunity to join our dynamic Operations team and contribute to the success of our Client Onboarding function. As an Analyst/Associate, you will work closely with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a positive client...
-
Client Onboarding Associate
6 months ago
London, United Kingdom RJ O'Brien Full time**Job Title**:Client Onboarding Associate **Business Unit**:Account Opening Team **Location**:London **Reports To**: Manager, Client Onboarding **Position Summary**: To on-board both to the books of R.J. O’Brien Limited and R.J. O’Brien France S.A.S, as required. **Duties and Responsibilities**: Responsibilities include, but are not limited to: -...
-
Client Onboarding/Implementation Manager
4 months ago
London, United Kingdom Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.We thank...
-
Client Onboarding Expert
5 months ago
London, United Kingdom Vantage Point Full timeVantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team. As an End-to-End Client Onboarding Expert at...
-
Client Onboarding
7 days ago
London, Greater London, United Kingdom Saxo Bank Full timeAbout the Opportunity\Saxo Bank, a leading fintech trading and investments platform, seeks an experienced Senior Onboarding & KYC Analyst to join our UK team.\As a key member of our client onboarding team, you will be responsible for ensuring the quality of client onboarding and KYC processes across all client segments and products.\The ideal candidate will...
-
Client Onboarding Analyst
4 months ago
London, United Kingdom Talan Full timeCompany Description For more than 20 years, Talan has been advising companies and administrations, supporting them and implementing their transformation projects in the UK and abroad. With a presence on four continents and a headcount of 5000 consultants, our ambition is to reach the billion turnover by the end of 2025. In the UK, Talan count 500...
-
Sr Client Onboarding Specialist
6 months ago
London, United Kingdom FIA Tech Full time**Job Title**:Sr Client Onboarding Specialist **Company**:FIA Tech **Location**:London, United Kingdom **About US**: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of eleven leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and...
-
Client Onboarding Coordinator
4 weeks ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a highly skilled Client Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our team, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. This will involve working closely with internal and external stakeholders to...
-
Client Onboarding Associate
6 months ago
London, United Kingdom BRUIN Financial Full timePermanent - london, **Ref**: 37307 London, UK Client Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client Onboarding Associate to join their team. Our client is embarking on an exciting journey of digital transformation and process optimisation. They are dedicated to providing exceptional service to their clients...
-
Client Onboarding and Success Consultant
1 week ago
London, Greater London, United Kingdom Street Context Full timeJob Title: Client Onboarding and Success ConsultantWe are seeking an experienced Client Onboarding and Success Consultant to join our team at Street Context. The ideal candidate will have a strong understanding of client onboarding and success principles and be able to develop and execute strategies to drive adoption and retention.Key...