Project Manager, Client Onboarding

7 days ago

Singapur, Singapore Enfusion Full time
Enfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe. We underpin the investment operations of fund managers from our global offices spanning four continents. Our unique, seamless, SaaS-based platform is reshaping the global investment operations landscape by removing traditional information boundaries and uniting the front-, middle- and back-office into one system, with one unified data set.    Passionate about client service, we complement our software solutions with expert middle- and back-office managed services. In fact, we've been recognized as Best Managed Services Provider  at the HFM EU Services Awards.  We help fund managers around the world streamline their operations, mitigate risk, and improve transparency and reporting so they can confidently focus on what they do best – invest.

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



Enfusion offers a competitive compensation and benefits package, retirement and pension plans, and generous Paid Time Off policy; and paid parental leave. Other perks include commuter benefits, and an employee assistance program.  All benefits and programs are subject to applicable eligibility requirements.  

  • Client Onboarding Specialist

    2 months ago

    Singapur, Singapore Pictet Full time

    About PictetPictet is a leading independent wealth and asset management group with a rich history dating back to 1805. Headquartered in Geneva, Switzerland, the group has a presence in 30 offices worldwide, employing over 4600 people. In Singapore, Pictet has been present for over 25 years, with a team of over 200 professionals.Our MissionPictet Wealth...

  • Client Onboarding Coordinator

    2 months ago

    Singapur, Singapore Facebook TalentNet Singapore Full time

    The mission of Cross Meta Support Operations (XSO) is to establish a service framework that addresses current customer challenges and anticipates future needs.XSO teams are a process-oriented organization, engaged throughout the product development and service delivery lifecycle to guarantee that our clients enjoy a smooth experience on our platform. This...

  • Client Onboarding Compliance Specialist

    1 month ago

    Singapur, Singapore Pictet Full time

    About the RolePictet, a leading independent wealth and asset manager, is seeking a skilled Client Onboarding Review Officer to join its Client Business Compliance team in Singapore. As a key member of the team, you will play a critical role in supporting all aspects of client onboarding, including periodic review and name screening, to meet Pictet's Anti...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesPerform account opening for Individuals and CorporatesConduct periodic reviews and ECDDs of existing clientsPerform name and background screening of counterparties, for PEPs, Sanctions and adverse mediaAdvise front office on CDD requirementsReview and improve the workflow, policies and processesRole RequirementsDegree in...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesThe ideal candidate will be responsible for ensuring the smooth onboarding of clients into our Private Banking division. This includes:Managing the client approval process from start to finishReviewing new account opening documentation for completeness and accuracyConducting thorough client due diligence to ensure compliance with internal...

  • Client Onboarding Specialist

    4 weeks ago

    Singapur, Singapore The Edge Partnership Full time

    Key ResponsibilitiesManage the onboarding process for individual and corporate clients, ensuring seamless integration into our systems.Conduct regular reviews and Enhanced Customer Due Diligence (ECDD) of existing clients to maintain compliance and mitigate risk.Perform thorough name and background screening of counterparties, including Politically Exposed...

  • Client Onboarding Compliance Specialist

    2 months ago

    Singapur, Singapore Pictet Full time

    About the RoleThe 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...

  • Client Onboarding Coordinator

    2 months ago

    Singapur, Singapore Facebook TalentNet Singapore Full time

    The mission of Cross Meta Support Operations (XSO) is to create a service framework that addresses current customer challenges while proactively preventing future issues.XSO operates as an operations-focused entity, engaging throughout the entire product development and service delivery process to guarantee a smooth experience for our users on the platform....

  • Client Onboarding Coordinator

    2 months ago

    Singapur, Singapore Facebook TalentNet Singapore Full time

    The mission of Cross Meta Support Operations (XSO) is to create a service engine that addresses current customer challenges and anticipates future needs.XSO teams are dedicated to operational excellence, engaging throughout the product development and service delivery lifecycle to guarantee a smooth experience for our users on the platform. This team is...

  • Client Onboarding Specialist in Wealth Management

    2 months ago

    Singapur, Singapore U3 Full time

    Wealth Management Onboarding Analyst The Wealth Management Onboarding Analyst will be responsible for developing solutions within the mid-back-office operations of private markets. Job Responsibilities / Qualifications / Skills Expertise in C#, .NET Framework, .NET Core, ASP.NET (Core), MVC, Web API, Entity Framework (Core), and SQL Server. ...

  • Analyst II, Client Onboarding

    6 months ago

    Singapur, Singapore Coinbase Full time

    At 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...

  • Private Wealth Management Operations Specialist

    4 weeks ago

    Singapur, Singapore Goldman Sachs Full time

    Impact and ResponsibilityAs a Private Wealth Management Operations Specialist on the Client Onboarding Team, you will play a critical role in ensuring the seamless onboarding of new clients for our Private Wealth Management (PWM) business. Your responsibilities will include reviewing account documentation to ensure compliance with regulatory requirements,...

  • Associate Director/Senior Manager

    6 months ago

    Singapur, Singapore 475 FIL Asia Holdings Pte Ltd HK Branch Full time

    About 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...

  • KYC Client Onboarding

    2 months ago

    Singapur, Singapore Delta Capita Group Full time

    Delta Capita is a global Consulting firm focused on Financial Services. Delta Capita is part of the Prytek holdings group and recognised by the Financial Times as a top 1000 fastest growing businesses in Europe in 2020; Our ambition is to become the trusted partner of choice to financial institutions by bringing next-generation proposition to our chosen...

  • Client Onboarding Review Officer

    4 months ago

    Singapur, Singapore Pictet Full time

    Your 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...

  • KYC Client Onboarding Specialist

    1 month ago

    Singapur, Singapore Delta Capita Group Full time

    About Delta Capita GroupDelta Capita Group is a global consulting firm focused on financial services. We are part of the Prytek holdings group and recognized by the Financial Times as a top 1000 fastest growing businesses in Europe in 2020. Our ambition is to become the trusted partner of choice to financial institutions by bringing next-generation...

  • Private Wealth Management Operations – Client Onboarding Team, Associate, Singapore

    6 months ago

    Singapur, Singapore Goldman Sachs Full time

    YOUR 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

    6 months ago

    Singapur, Singapore Facebook TalentNet Singapore Full time

    Cross 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...

  • Client Onboarding Manager

    2 months ago

    Singapur, Singapore The Edge Partnership Full time

    Key responsibilities Perform account opening for Individuals and Corporates Conduct periodic reviews and ECDDs of existing clients Perform name and background screening of counterparties, for PEPs, Sanctions and adverse media Advise front office on CDD requirements Review and improve the workflow, policies and processes Role requirements ...

  • Onboarding Specialist

    2 months ago

    Singapur, Singapore Facebook TalentNet Singapore Full time

    Job Title: Onboarding SpecialistCross Meta Support Operations (XSO) is dedicated to building a service engine that addresses today's customer challenges and prevents tomorrow's. Our teams are operationally driven, involved throughout the product development lifecycle and service delivery to ensure seamless customer experiences on our platform.Key...