Client Onboarding Project Manager jobs in United States
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Alter Domus · 9 hours ago

Client Onboarding Project Manager

Alter Domus is a world leading provider of integrated solutions for the alternative investment industry. They are seeking a Client Onboarding Project Manager to manage client onboarding processes, collaborate with various teams, and ensure a positive client experience throughout the onboarding journey.

ConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Client onboarding managementKYC/AML knowledgeProject managementCRM tools experiencePMP certificationStakeholder managementCommunicationDetail-orientedOrganizational skillsProblem-solving abilities

Required

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

Preferred

PMP or other project management certification is a plus

Benefits

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

Company

Alter Domus

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Alter Domus is a fully integrated Fund and Corporate services provider, dedicated to international private equity & infrastructure houses.

H1B Sponsorship

Alter Domus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (6)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Permira
2024-03-04Acquired
2016-11-10Private Equity

Leadership Team

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Charlotte Hogg
Chief Executive Officer, Alter Domus
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Michael Janiszewski
Chief Operating Officer & Group Executive Board Member
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Company data provided by crunchbase