Manager – US Client Onboarding – Asset Management – investment products

Beta Search; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Job summary

Beta Search in Chicago is seeking a skilled Onboarding Manager to lead a team of about 9 FTE delivering client, product, and counterparty onboarding for Asset Management clients.

You will partner with Investments, Distribution, Legal, Compliance, and CSO to align processes, manage capacity, and drive timely, high-quality onboarding experiences for global clients.

Qualifications

• Solid understanding of investment products and onboarding processes within Asset Management.
• Strong organizational skills to manage multiple priorities in a fast-paced environment.
• Effective communication and interpersonal skills for cross-team collaboration.
• Experience supervising teams within the Investment Management industry.
• Experience in onboarding, implementation, or client service operations.

Responsibilities

• Manage the day-to-day activities of the onboarding team, ensuring timely and accurate delivery across client, product, and counterparty onboarding processes.
• Partner with global onboarding and Client Service Operations teams to support alignment of processes and share best practices.
• Oversee pipeline tracking and prioritization, working with internal stakeholders to align on timelines and manage expectations.
• Monitor team capacity and workload, adjusting priorities to meet business demands and deadlines.
• Act as a point of escalation for onboarding issues, ensuring risks and challenges are addressed promptly.
• Partner with internal teams (Distribution, Legal, Compliance, Investments, and CSO) to support onboarding execution and issue resolution.
• Support hiring, training, and development of team members to ensure the right capabilities are in place.
• Foster a positive and collaborative team culture, ensuring engagement, accountability, and strong performance.
• Ensure adherence to operational controls, risk frameworks, and regulatory requirements.
• Contribute to continuous improvement initiatives to enhance processes, efficiency, and client experience.
• Support the implementation of key programs and alignment with onboarding processes.
• Maintain strong relationships with key internal stakeholders to ensure transparency and alignment on onboarding progress and priorities.

Skills

Team leadership

Stakeholder collaboration

Organizational skills

Communication skills

Investment product knowledge

Onboarding processes

Job description

Overview

Based in Chicago, this role is responsible for managing a team of approximately 9 FTE delivering onboarding activities for Asset Management clients. The role focuses on day-to-day oversight of client, product, and counterparty onboarding, ensuring consistent delivery, quality, and timelines.

The position works closely with local stakeholders across Investments, Distribution, Legal, Compliance, and Client Service Operations (CSO) teams to support onboarding delivery and maintain strong operational alignment.

Success in this role will be driven by effective team management, strong stakeholder collaboration, and the ability to manage capacity, prioritize workflows, and deliver a high-quality client onboarding experience.

Responsibilities

• Manage the day-to-day activities of the onboarding team, ensuring timely and accurate delivery across client, product, and counterparty onboarding processes.
• Partner with global onboarding and Client Service Operations teams to support alignment of processes, share best practices, and contribute to consistent execution across regions while accommodating local market needs.
• Oversee pipeline tracking and prioritization, working with internal stakeholders to align on timelines and manage expectations.
• Monitor team capacity and workload, adjusting priorities as needed to meet business demands and deadlines.
• Act as a point of escalation for onboarding issues, ensuring risks and challenges are addressed promptly and escalated where appropriate.
• Partner with internal teams (Distribution, Legal, Compliance, Investments, and CSO) to support effective onboarding execution and issue resolution.
• Support hiring, training, and development of team members to ensure the right capabilities are in place.
• Foster a positive and collaborative team culture, ensuring engagement, accountability, and strong performance.
• Ensure adherence to operational controls, risk frameworks, and regulatory requirements.
• Contribute to continuous improvement initiatives, identifying opportunities to enhance processes, efficiency, and client experience.
• Support the implementation of key programs and ensure alignment with onboarding processes.
• Maintain strong relationships with key internal stakeholders to ensure transparency and alignment on onboarding progress and priorities.

Provide input into client experience improvements by incorporating feedback from stakeholders and clients.

Qualifications

• Solid understanding of investment products and onboarding processes within Asset Management.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Effective communication and interpersonal skills, with the ability to work collaboratively across teams.
• Prior experience managing or supervising teams within the Investment Management industry.
• Experience working in onboarding, implementation, or client service operations.

Demonstrated ability to manage operational processes and drive improvements at a team

Direct Reports: Client Onboarding (3); Product Onboarding (2); Counterparty Onboarding & Data (3); Client Transfer Processing (1)