ABOUT US:
As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.
With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.
Find out more about life at Alter Domus at https://jobeax.com/link/rZPhnlaTVGzRC3So
Summary:
The Client Onboarding Manager will lead and oversee the execution of client onboarding activities across onshore and offshore teams, with a primary focus on driving efficiency, consistency, and high-quality delivery. This role serves as a central coordination point across cross-functional partners, ensuring seamless onboarding, data migration, and offboarding processes while maintaining strong governance, reporting, and operational discipline. This role plays a key part in delivering a seamless onboarding experience, with exposure to KYC, deal documentation, and lifecycle events.
Key Responsibilities:
Onboarding Coordination & Execution
- Own and manage end-to-end onboarding activities for routine to moderately complex client engagements (L1–L3).
- Execute and oversee onboarding workflows, ensuring adherence to defined processes, timelines, and quality standards.
- Support the full onboarding lifecycle, including:
- Client setup and activation
- Data migration coordination and tracking
- Offboarding, transitions, and deal closures
- Ensure all onboarding documentation, deliverables, and records are accurately completed and maintained.
Cross-Functional Stakeholder Management
Act as the primary coordination point across internal teams to drive seamless onboarding execution, including:
- Lead/participate in kickoffs, status calls, and follow-ups
- Line of Business (LOB) teams, Legal & Compliance, Core Client Delivery Operations (Investor Services, Payments, Platform Delivery/Technology, Reconciliations), Onshore Client Onboarding teams
- Track cross-functional dependencies and proactively follow up to ensure timely completion of tasks.
- Identify risks and blockers early, escalating issues to senior onboarding leadership as appropriate.
Workflow Management & Governance
- Coordinate and review KYC/AML documentation (entity data, ownership, tax forms)
- Assist with deal document review (credit agreements, fee letters, legal docs)
- Support closing readiness , ensuring all required documentation is complete and accurate
- Ensure compliance with internal policies and regulatory standards
- In larger programs: Own the execution and tracking of sub-workflows within broader onboarding programs.
- Ensure all workflow tasks are completed, validated, and formally signed off in accordance with governance standards.
- Perform readiness assessments in advance of key onboarding milestones and go-live events.
Data Migration Oversight
- Coordinate and monitor data migration activities, providing regular updates on status, risks, and dependencies.
- Partner with technology, data, and operations teams to ensure data accuracy, completeness, and integrity.
- Support validation, reconciliation, and issue resolution related to migrated data.
- Escalate discrepancies or delays to ensure timely remediation.
Offboarding & Transition Management
- Lead the coordination and execution of client or deal offboarding activities, ensuring smooth and controlled transitions.
- Track and validate closure activities, including account shutdowns, data transfers, and reconciliations.
- Ensure all offboarding activities comply with regulatory, contractual, and operational requirements.
Reporting, Insights & Continuous Improvement
- Deliver regular status reporting on onboarding progress, risks, milestones, and performance metrics.
- Maintain and enhance onboarding tracking tools and dashboards (e.g., workflow trackers, migration logs, sign-off records).
- Provide reporting and insights to senior onboarding leadership and key stakeholders.
- Drive continuous improvement by identifying process inefficiencies, risks, and opportunities to enhance scalability, automation, and overall onboarding effectiveness.
Process Improvement
- Identify workflow gaps and support improvements to onboarding processes
- Contribute to SOPs, templates, and best practices for agency onboarding
Specific Responsibilites Include:
- Lead client onboarding communication, including kickoff calls, recurring status updates, and meeting recaps, ensuring clear alignment across stakeholders
- Establish and manage onboarding frameworks, including folder structures, checklists, and required setup activities (e.g., SFTP, distribution lists, bank setup, branding)
- Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows
- Track and coordinate legal and closing documentation, including credit agreements, fee letters, and closing sets, ensuring completeness and accuracy
- Partner with internal teams (Legal, Compliance, Operations) and clients to manage deliverables, follow up on open items, and meet agreed timelines
- Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders
Your Profile:
Qualifications
- 13+ years’ experience in client onboarding management, operations, or financial services
- Exposure to fund administration, agency lending, loan administration, or capital markets preferred
- Working knowledge of KYC/AML and onboarding documentation
- Strong organizational skills with ability to manage multiple priorities and proactively surface risks
- Proficiency in Excel and PowerPoint ; project tools a plus
Key Soft Skills
- Client-focused: Responsive, professional, service-oriented
- Communication: Clear and concise with clients and internal teams
- Detail-oriented: Strong document review and quality control
- Time management: Handles multiple onboarding projects effectively
- Problem-solving: Identifies issues and drives resolution
- Collaboration: Works well across teams and functions
- Adaptability & ownership: Thrives in a fast-paced environment and takes accountability
WHAT WE OFFER
We are committed to supporting your development, advancing your career, and providing benefits that matter to you.
Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.
Our global benefits also include:
- Support for professional accreditations such as ACCA and study leave
- Flexible arrangements, generous holidays, plus an additional day off for your birthday!
- Continuous mentoring along your career progression
- Active sports, events and social committees across our offices
- 24/7 support available from our Employee Assistance Program
- The opportunity to invest in our growth and success through our Employee Share Plan
- Plus additional local benefits depending on your location
Alter Domus is an Equal Opportunity Employer: Equity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
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