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    Client Onboarding - Funds

    DublinContractCompetitive
    Back to job search
    3 weeks ago
    JN -022026-1997434

    Client Onboarding - Funds

    Dublin Contract Competitive

    Client Onboarding - Funds

    About the job

    Business Implementation Manager (Client Onboarding)

    Location: Dublin (Hybrid)

    Role Overview

    We are seeking an experienced Business Implementation Manager to join a leading global financial services organisation. This position is responsible for managing the end-to-end onboarding and implementation of new clients, with a particular focus on migration planning, execution, testing, and successful transition into business-as-usual operations.

    Working closely with internal stakeholders and external clients, you will play a key role in delivering complex onboarding projects while ensuring a high standard of client service, operational control, and project delivery throughout the implementation lifecycle.

    This is an excellent opportunity to join a dynamic fund services environment with exposure across the full investment operations lifecycle.

    Key Responsibilities

    • Act as the primary relationship manager between sales, business development, operations, and external clients throughout the onboarding process.
    • Lead end-to-end client implementation projects, taking ownership of migration planning and execution.
    • Coordinate complex client migrations, ensuring delivery against agreed timelines and implementation plans.
    • Manage and oversee testing activities, including:
      • Dry runs
      • Parallel runs
      • Data validation and reconciliations
    • Develop and maintain detailed migration runbooks and implementation documentation.
    • Ensure all onboarding activities are completed accurately and in line with governance, risk, and quality standards.
    • Support the successful transition of newly onboarded clients into operational teams.
    • Build and maintain strong relationships with clients throughout implementation.
    • Monitor onboarding performance metrics and ensure service delivery expectations are achieved.
    • Identify opportunities to improve onboarding processes, client experience, and operational efficiency.
    • Act as an escalation point for implementation and migration-related issues.
    • Support continuous improvement initiatives and strategic change projects across the business.
    • Participate in additional business projects as required.

    Experience Required

    • 8-10+ years' experience within fund services, asset servicing, or fund administration.
    • Minimum 5 years' experience operating at Manager level.
    • Strong experience delivering client onboarding, implementation, or migration projects.
    • Proven experience managing full migration lifecycles, from planning through post-implementation stabilisation.
    • Hands-on experience managing testing programmes, including dry runs, parallel runs, and reconciliations.
    • Strong operational knowledge across fund services, ideally including:
      • Fund Accounting
      • Transfer Agency / Investor Services
      • Custody
    • Experience acting as a senior client-facing contact during implementations or operational change programmes.
    • Previous experience within a global fund administration, custody, or asset servicing environment.
    • Knowledge of fund administration platforms such as Geneva, MultiFonds, NTAS, or similar systems is advantageous.
    • Strong understanding of the end-to-end fund servicing model, including interactions between Fund Accounting, Transfer Agency, Custody, and Depositary functions.
    • Good understanding of operational data flows between administrators, custodians, and third-party providers.

    Skills & Qualifications

    • Third-level qualification or relevant professional certification.
    • Strong project management and implementation delivery experience.
    • Excellent stakeholder management and client communication skills.
    • High attention to detail with a focus on governance, risk, and quality.
    • Proactive, solutions-focused approach with the ability to take ownership of complex initiatives.
    • Comfortable working in a fast-paced, evolving environment.
    • Strong Microsoft Office skills.

    © 2026 Morgan McKinley
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