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Fund onboarding manager

Dublin
Phoenix Search
Onboarding manager
€60,000 - €80,000 a year
Posted: 6h ago
Offer description

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Senior Search Consultant at Phoenix - Your Professional Search Partner

About the company

Phoenix Search has partnered with a successful global fund services provider that is currently in growth mode (both organically and by acquisition), with a strong reputation and significant assets under management.

The Opportunity

* Seeking a Fund Onboarding Manager to join their talented and expanding division in their Dublin office.
* Work with a diverse and exceptional portfolio of clients.
* Join a personable and collaborative Onboarding team that all work collaboratively.
* Enjoy hybrid working with flexible work options.
* Excellent career development opportunities, including lateral moves and global mobility.
* Access to professional learning supports.
* Focus on culture, supported by an active Sports & Social Committee.
* Strong commitment to CSR, with initiatives supported from CEO level down, including a Charity Committee.
* Competitive package including a strong base salary and benefits.
* Ideal for candidates looking to progress, excel, and take initiative.

Responsibilities

* Manage the end-to-end onboarding of new funds, ensuring all processes are executed accurately, efficiently, and within agreed timelines.
* Develop tailored project plans aligned with each fund structure, tracking progress and ensuring key milestones are achieved.
* Coordinate internal teams — Legal, Finance, Risk, Compliance, and Operations — to ensure smooth onboarding delivery.
* Conduct initial due diligence on service providers and work closely with the Oversight team to ensure completion of delegate assessments.
* Present new clients to the relevant internal approval committees and address queries to facilitate timely sign-off.
* Lead regular project calls, tracking deliverables and maintaining clear communication with all stakeholders.
* Drive continuous improvement by identifying and implementing process enhancements within the onboarding framework.
* Coordinate client site visits during the onboarding phase when required.
* Oversee operational setup with delegates, ensuring adherence to SLAs and internal standards.
* Monitor and communicate relevant regulatory developments affecting fund onboarding processes.
* Provide training and mentorship to junior onboarding team members as required.

Requirements

* 5–7 years’ experience in fund onboarding, implementation, or client relationship management within the funds industry.
* Strong understanding of UCITS and AIF structures, and knowledge of management company operations.
* Proven ability to manage complex onboarding projects with multiple stakeholders.
* Excellent client-facing and communication skills, with experience engaging at management or board level.
* Strong analytical, organisational, and presentation skills.
* Proficiency in English (additional European languages such as French, German, or Mandarin advantageous).
* Collaborative, adaptable, and detail-oriented, with a proactive approach to learning and process improvement.


Seniority level

Mid‑Senior level


Employment type

Full‑time


Job function

Finance

Referrals increase your chances of interviewing at Phoenix Search by 2x.

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