Project Manager, Client Onboarding
2 months 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 at an investment management vendor/fund administrator/buy-side firm
- 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
- A client-service mentality and collaborative work style.
- Ability to manage competing priorities and deliver with high quality
-
Analyst II, Client Onboarding
7 months ago
Singapur, Singapore Coinbase Full timeAt Coinbase, our mission is to, and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they’re trading, storing, staking or using crypto. Know those people who always lead the group project? That’s...
-
Associate Director/Senior Manager
7 months ago
Singapur, Singapore 475 FIL Asia Holdings Pte Ltd HK Branch Full timeAbout the Opportunity Job Type: PermanentApplication Deadline: 31 July 2024 Title Associate Director/Senior Manager - GMS Client Onboarding Department Global Mandate Services Location Hong Kong/Singapore We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working...
-
Client Onboarding Review Officer
5 months ago
Singapur, Singapore Pictet Full timeYour role The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 4600 people. Pictet has been present in Singapore for more than 25 years where it employs over 200...
-
Singapur, Singapore Goldman Sachs Full timeYOUR IMPACT Are you looking to apply your analytical skills while deepening your understanding of Private Wealth Management (PWM)? Our Client Onboarding (COB) team is seeking a professional who is looking to collaborate with Legal, Management, Compliance and AML Compliance to mitigate risks associated with the onboarding of new PWM clients. OUR...
-
Onboarding Specialist
7 months ago
Singapur, Singapore Facebook TalentNet Singapore Full timeCross Meta Support Operations (XSO) mission is to build a service engine that solves todays customer problems and prevents tomorrows.XSO teams are an operations driven organization, involved throughout the lifecycle of product development and service delivery to ensure that our customers have a seamless experience on our platform. This team is passionate...
-
Operational Control Manager
7 months ago
Singapur, Singapore JPMorgan Chase & Co. Full timeThe Client Onboarding and Documentation (CO&D) program is a cross-business program focused on building a global platform to streamline the Client On-boarding and Documentation process. This transformation program's goal is to implement a standardized and consistent Client on-boarding approach across . Morgan Chase Commercial and Investment Bank in order to...
-
Customer Success Manager, Onboarding
4 months ago
Singapur, Singapore MongoDB Full timeMongoDB’s mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB...
-
Onboarding Specialist
4 weeks ago
Singapur, Singapore CMC Markets Full timeAbout CMC Markets:CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we’ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with...
-
Client Project Manager
4 months ago
Singapur, Singapore NTT Full timeJOB DESCRIPTION Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at...
-
Client Project Manager
2 months ago
Singapur, Singapore NTT DATA Full timeJob Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...
-
Senior Customer Success Manager, Onboarding
4 months ago
Singapur, Singapore MongoDB Full timeMongoDB’s mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB...
-
Project Manager
7 months ago
Singapur, Singapore IHiS Full timePosition OverviewThe Project Manager plans and oversees one or multiple inter-dependent project spanning multiple years that impact one or more business units or one larger project. He/She will oversee all aspects of assigned project throughout project lifecycles to ensure completion within the defined scope, quality, time and cost constraints. Also, to...
-
Associate Director, Onboarding APAC
7 months ago
Singapur, Singapore Deel Full timeWho we are is what we do. Deel and our family of growing companies are made up of global teams dedicated to helping businesses hire anyone, anywhere, easily. The team comprises over three thousand self-driven individuals spanning over 100 countries, and our unified yet diverse culture keeps us continually learning and innovating the platform and...
-
Assistant Manager, GBM Onboarding
1 month ago
Singapur, Singapore Scotiabank Full timeRequisition ID: 211351Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to the overall success of the Global Banking and Markets Onboarding (GBMO) in Singapore by ensuring individual goals, plans, and initiatives are delivered in support of the team’s business strategies and...
-
Singapur, Singapore JPMorgan Chase & Co. Full timeRepresent . Morgan as our client-facing, technical contact responsible for the excellent end-to-end client experience! As a Technical Implementation Manager, you will be responsible for the client onboarding experience end-to-end, manage the overall implementation project & deliver integrated . Morgan technology & product solutions with excellence. We are...
-
Singapur, Singapore SMBC Group Full timeResponsibilities Lead critical new client onboardings by facilitating Legal Document Negotiation (ISDA / CSA / Regulatory documents) and credit documentation Work on key frameworks to enable clients to give new-to-bank flows. e.g non-standard collateral framework, clearing enablement for Swaps and other bank and securities products. ...
-
Onboarding & KYC Analyst
7 months ago
Singapur, Singapore Saxo Bank Full timeAbout the Job: Responsibility To process the incoming clients applications in accordance with the KYC business procedures, and in line with the Global Minimum KYC Standards and Saxo Group’s Risk Appetite;To meet the SLA’s for processing the incoming cases and the agreed quality standards;To identify and escalate potential areas for process improvement...
-
Singapur, Singapore Crédit Agricole CIB Full timeDescription du poste Summary of the Position: The Financing and Client Services Team supports all business lines of CACIB Singapore branch in their Know Your Customer / KYC duties (onboarding and periodic review) and account opening, acts as loan agent and monitors the portfolio of bilateral and syndicated facilities for Coverage, International...
-
Associate, Client Relationship Management
6 months ago
Singapur, Singapore Brookfield Asset Management Full timeJob Description About the role This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to build new relationships for the Brookfield Private Funds, with a specific focus on institutional investors in Greater...
-
Senior Project Manager
7 months ago
Singapur, Singapore Northern Trust Corporation Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...