Onboarding Project Manager - Funded Platform

Onboarding Project Manager - Funded Platform

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.
With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Job Description

Gen II Fund Services is looking for an Onboarding Manager to be integral in the successful onboarding and adoption of Funded, Gen II’s proprietary electronic subscription management platform. The Implementation Manager will work closely with law firms, fund formation attorneys, fund sponsors, and internal stakeholders to ensure seamless platform deployment and user adoption. A successful candidate must have experience working with legal professionals who demand high quality and efficient solutions. This individual will translate law firm requirements into platform configurations while managing complex onboarding processes and training programs. This position will allow a person to further develop expertise in legal technology and private fund formation processes, operating primarily as a client success driver in the private fund formation space.

Primary responsibilities will include:

• Lead comprehensive onboarding process for new law firms and clients onto the Funded platform.
• Configure law firm-specific templates, custom questions, and document formatting requirements
• Conduct comprehensive training sessions for attorney teams on platform functionality and efficiency features.
• Demonstrate value through features like template reuse, cross-fund cloning capabilities, subdoc review and investor communications, and systematic fund closings
• Analyze existing paper-based subscription processes and identify digitization opportunities
• Create and maintain training materials, user guides, and onboarding documentation
• Provide ongoing support during initial fund launches to ensure smooth adoption
• Coordinate with compliance teams to ensure proper AML/KYC workflow configuration
• Manage multiple concurrent onboarding projects while maintaining high service quality
• Collaborate with worldwide cross-functional teams to ensure coordinated and timely delivery of key objectives.
• Become a trusted advisor to leadership and organizational stakeholders while providing specific guidance, support, and strategies around client implementation.
• Lead weekly client and multidepartment conference calls to address clients’ onboarding needs
• Provide subject matter expertise, governance, and risk assessments to address client needs and business goals, while maintaining alignment with industry best practices.
• Understand interdependencies between technology, operations, and business needs to drive successful onboarding outcomes.
• Exhibit strong initiative and ownership by proactively addressing issues, conflicts, and dependencies, driving onboardings to successful completion with minimal oversight.
• Provide comprehensive reporting on onboarding milestones, deliverables, dependencies, risks, and issues to various audiences, including the client, various departments, and executive leadership.
• Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation, and operational excellence.
• Manage and utilize internal and external resources.
• Manage stakeholders’ communication (project teams, leadership, clients, etc.)
• Adhere to onboarding plan
• Participate in establishing best practices, templates, policies, tools, and partnerships to expand and mature onboarding capabilities for the organization.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field. Legal experience is a plus.
• 5-7 years' experience in private equity, alternative investments, legal services, or financial technology
• Project execution toolkit: analysis, scoping, requirements gathering, project execution, and change management.
• Strong understanding of fund formation processes and subscription documentation
• Excellent presentation and training delivery skills with ability to work with senior legal professionals
• Strong project management skills with experience managing multiple client implementations
• Ability to think independently, prioritize multiple onboarding projects, and meet tight deadlines
• Ability to learn complex legal and regulatory requirements quickly and apply to platform configuration
• Strong attention to detail for template setup, document formatting, and compliance workflows
• Superior problem solving and client relationship management skills
• Experience in Financial Services, preferably in a global environment.
• Strong written and verbal communication skills with legal and technical audiences
• Technical aptitude for platform configuration and user management systems
• Experience in effectively influencing and leading personnel and strong team building skills.
• Excellent problem solving, and critical thinking skills.
• Excellent client service skills.
• Focused and versatile team player who is comfortable under pressure
• Self-motivated individual with a passion for working with people.
• Able to work well in a dynamic, high-growth environment.
• Highly organized and able to manage multiple concurrent deadlines
• Extensive Microsoft suite skills - Excel (pivots), Word, PowerPoint, and Outlook

Preferred Skills:

• Private Equity and/ or Fund administration experience is preferred.
• Experience with legal technology platforms is preferred
• Experience with document management and e-signature workflows is preferred
• Experience in client onboarding or implementation management is preferred

The salary range for this position is $110,000 - $143,000 in addition to a discretionary bonus, eligibility to be considered for the Gen II Incentive plan (LTIP). and a comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Salary : $110,000 - $143,000