Job Description

Job Brief: 

A fast-growing Financial Services Technology company, located in West Palm Beach, Florida is hiring an Onboarding Specialist. The best candidate will have a passion for financial services and investment technology and have a genuine interest in joining our Manager Solutions team. The team is responsible for the recruitment, onboarding, and ongoing relationship management for all third-party asset managers available on the SMArtX platform. As an Onboarding Specialist, you will work with new and existing managers throughout the product onboarding lifecycle. The individual will receive detailed training on how the platform and onboarding process work so that they can provide a seamless experience for asset managers. In this key role, you will work closely with asset managers and the manager solutions team, as well as the client success, legal, compliance, and operations teams. We are looking for someone with the right demeanor and tenacious attitude to walk managers through the onboarding process as well as keep larger onboarding projects organized. A day in the life will include making sure individual managers and larger projects are on track for their strategy launch dates, as well as building out strategies and keeping the pipeline up to date. 


  • Oversee the configuration of new investment products being added to the platform
  • Coordinate with third-party asset managers to gather items needed for onboarding in a timely and efficient manner
  • Maintain pipeline of new managers and product builds
  • Set-up new asset management firms and products on the platform
  • Track investment performance
  • Ad-hoc reports

Skills Required: 

  • 2+ years of professional work experience (Internships will be considered)
  • Excellent organization skills to track deliverables and due dates
  • Excellent verbal, written, visual/presentation, and interpersonal communication skills
  • Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
  • Ability to build strong working relationships with other team members across geographic locations
  • Bachelor’s Degree preferably in Finance
  • Nice to have
    • Experience in the following areas:
      • Financial technology
      • Project management
More Details
Employment Type: Full Time
Location: Austin , Texas , United States
Experience Required: Associate
Date Published: 12 May 2021
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