Client Onboarding Project Manager

7 days ago


Chicago, IL, United States Alter Domus Full time
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, 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 careers.alterdomus.com

Key Responsibilities:

Client Onboarding Management
• Own and execute client onboarding work plans, timelines and delivery for Alter Domus clients across product segments: Real Assets, Private Debt, Private Equity
• Coordinate compliance and asset related documentation from client, KYC/AML checks, account setup, between client and internal parties
• Serve as the primary point of contact during onboarding, ensuring timely and accurate delivery.

Cross-Functional Collaboration & Project Management
• Partner with Sales, Legal, Compliance, and Technology teams to resolve onboarding issues
• Escalate and troubleshoot operational bottlenecks with urgency and professionalism
• Facilitate kickoff meetings, status updates, and issue resolution across stakeholders
• Identify process gaps and implement improvements to enhance speed, accuracy, and transparency
• Partner with delivery teams to automate and streamline onboarding tasks

Stakeholder Engagement
• Serve as primary point of contact for clients during onboarding
• Collaborate with relationship managers, fund accountants, account managers, and compliance teams to align on client needs
• Ensure clear communication and accountability
• Collaborate with Business Unit leaders, onboarding leadership, legal and compliance teams, and executive leadership to ensure alignment and support for onboardings

Client Experience & Communication
• Deliver proactive updates and manage client expectations throughout onboarding
• Ensure clients are educated on platform features, reporting tools, and support channels

Qualifications:
• Bachelor's degree in business, Finance, or related field
• 3-5 years of experience in business management, operations, or client service (preferably in financial services or fintech)
• Interested in learning about client onboarding specifics: KYC/AML, account documentation, and operational workflows
• Excellent communication and stakeholder management skills, and client-first mindset
• Detail-oriented, and self-starter with strong organizational and problem-solving abilities
• Experience with CRM or project management tools
• Strong organizational and communication skills with a client-first mindset
• PMP or other project management certification is a plus

budget salary for this role 85,000-100,000

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
  • 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

Equity in every sense of the word:

We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong.

We celebrate our differences, and recognise that our success relies on diverse perspectives and experiences, as we work towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work.

We are committed to ensuring a welcomling recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. Alter Domus is an Equal Opportunity Employer: 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: https://alterdomus.com/privacy-notice/)

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