Client Onboarding Project Manager

FIA TECHNOLOGY SERVICES, LLC; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading technology provider in the financial sector is seeking an experienced Onboarding Manager to oversee client onboarding processes. This role requires strong communication and analytical skills, with a focus on client satisfaction. The ideal candidate will manage cross-functional collaboration, conduct product demos, and customize onboarding plans, ensuring a seamless experience for new clients. A Bachelor's degree in a related field and experience in derivatives markets are preferred.

Qualifications

• Proven experience in onboarding, process implementation and project management roles.
• Knowledge of brokerage and derivatives markets, specifically Exchange Traded Derivative (ETD).
• Detail-oriented with excellent organizational and time-management abilities.

Responsibilities

• Manage end-to-end client onboarding processes.
• Collaborate with sales and technical teams for onboarding success.
• Conduct demos and product overviews for clients.

Skills

Communication

Interpersonal skills

Analytical skills

Problem-solving

Technical skills

Education

Bachelor's degree in finance, Economics, Business or related field

Tools

Excel

SQL

Visualization tools

Job description

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.

Position Overview:

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

Qualifications:

• 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.