Fundment
Implementation Onboarding Manager
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The Company
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a Implementation Onboarding Manager to focus on client onboarding. This position will report into our Head of Adviser Success and requires in-depth knowledge of tax wrapper administration and operational functionality within the platform space.
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market-leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies, and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
The Role
The Implementation Onboarding Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilize our platform's functionality. This role involves becoming a platform specialist, training new clients, preparing contracts, assisting with the onboarding process, updating the CRM system, and performing various research and administrative tasks. The ideal candidate will possess excellent communication skills, enjoy training others, and demonstrate strong technical abilities.
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Our platform offers a multitude of tax wrappers including ISAs and Pensions, so a good understanding of these products will be required.
Key Responsibilities
- Conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality
- Prepare and manage client contracts, ensuring all necessary information is accurately captured
- Liaise with clients and internal teams to gather required documentation and approvals
- Maintain organized records of all contractual agreements
- Update and maintain the CRM system with accurate client information
Essential Requirements
- Previous experience working with an investment management platform and strong knowledge of financial products
- Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers
- Aptitude for learning software/technology-minded
- Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner
Desirable
- Relevant qualifications in finance or related fields, IOC or FA2 in Pension Administration
- Client onboarding, AML, and KYC experience
- Previous experience of technical or software training would be highly beneficial
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Why Join Us?
- Be part of our flexible and supportive work environment, where our innovative team values collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards, and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.
- We support our team with the flexibility to work on a hybrid basis, 3-4 days a week in our London office.
- 28 days annual leave plus bank holidays
- Enhanced maternity/paternity/adoption leave
- Pension 6% employer contribution
- Bupa Private Medical
- Medicash Cash Plan
- Travel Insurance
- Life Assurance
- Employee Assistance Programme
- Training and Development/Qualification Sponsorship
Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success, and develop our skills.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.
We will evaluate applications within 2 weeks, video interviews will be followed by in-person final interviews in Fitzrovia.
No agencies please.
Fundment Values
- Trustworthy
- Collaborative
- Supportive
- Innovative
- Flexible
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