Client Onboarding Manager – Funds Management

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: AUD $130k - $140k

  • $100-150k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a leading global fund services firm, seeking an experienced Client Onboarding / Transitions Manager to join them for a permanent role.

The purpose of the Client Onboarding Manager is to project manage the onboarding of new clients; the launch, restructure or closure of client funds/products; coordinating asset transitions and registry migrations and off-boarding of clients. The role will also support the design, development and launch of new products and services.

Key responsibilities

  • Coordination and project management of new client onboarding across operations, fund accounting and registry
  • Manage the implementation and launch of new products and funds for existing clients
  • Participate in the design and development of new products and services for Fund Solutions
  • Coordinate and project manage transitions and restructures end to end from the development of the transition/project plan through to implementation / “go live”
  • Update and maintain project plans and activities trackers with key activities and deliverables
  • Coordinate meetings and working groups with key internal and external stakeholders
  • Use continuous process improvement methodologies to develop transition plans and onboarding processes
  • Ensure all key stakeholders are engaged and provided with regular updates/progress reports on client onboarding and transition activities
  • Coordinate internal business units to ensure deliverables and objectives are completed to project/transition timelines
  • Ensure appropriate levels of governance and risk management are applied to all client on-boarding and product/service implementation activities
  • Escalate any risks or difficulties which threaten the successful completion of the client onboarding, transition or project


  • Approximately 5+ years’ transition management / client on-boarding experience from fund services, custody, asset management, superannuation industries
  • Project management experience

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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