Gen II Fund Services · 2 hours ago
Onboarding Project Manager - Funded Platform
New York, NY
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $143K/yr
5+ years expGen II Fund Services is a leading fund administration provider focused on serving private capital asset managers and investors. The Onboarding Project Manager will be responsible for the successful onboarding and adoption of Gen II’s proprietary electronic subscription management platform, working closely with law firms and internal stakeholders to ensure seamless deployment and user adoption.
Asset ManagementFinanceFinancial ServicesHedge Funds
No H1B
Responsibilities
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
Qualification
Required
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
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
Benefits
A comprehensive benefits package.
Company
Gen II Fund Services
Gen II Fund Services provides highly customized, client-centric accounting and administrative services to the private equity industry.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-06Private Equity
2017-06-01Private Equity
Leadership Team
Norman Leben
Co-Founder & Senior Advisor
Anne-Claire Berg
Chief People and Impact Officer
Recent News
2025-09-05
2025-07-15
Company data provided by crunchbase