Onboarding Project Manager - Funded Platform

Onboarding Project Manager - Funded Platform

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Who is Gen II? Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best‑in‑class combination of people, process,inerja technology. Gen II has more than $1 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe. With offices in the US and Europe, we’re looking for do‑ers, problem‑solvers, and entrepreneurs who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you, work alongside some of the best people in their field, receive training that advances your skill set both technically and personally, and achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and provides meaningful benefits focused on your physical, mental, and financial well‑being.

Job Description Gen II Fund Services is looking for an Onboarding Manager to be integral in the successful onboarding and adoption of Funded, Gen II’s proprietary electronic subscription management platform. The Implementation Manager Jair closely with law firms, fund formation كتاب attorneys, fund sponsors, and internal stakeholders to ensure seamless platform deployment and user adoption. A successful candidate must have experience working with legal professionals who demand high quality and efficient solutions.

This individual will translate law firm requirements into platform configurations while managing complex onboarding processes and training programs. This position will allow a person to further develop expertise in legal technology and private fund formation processes, operating primarily as a client success driver in the private fund formation space.

• 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 such as template reuse, cross‑fund cloning capabilities, sub‑document 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.
• Serve as a trusted advisor to leadership and organizational stakeholders while providing specific guidance, support, and strategies around client implementation.
• Lead weekly client and multi‑department 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, 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…