Project Principal Manager - Client Onboarding

Client Onboarding Manager

WHAT MAKES US, US

Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp!

At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered.

If you like what we’re saying, keep reading!

WHY THIS ROLE IS IMPORTANT TO US

In SimCorp, we assist some of the biggest financial institutions in the world to be efficient by simplifying their investments, accounting, and operations. We do this through IT systems, processes, financial knowledge but also through offering Infrastructure as a Service (IaaS), Platform as a Service (PaaS), Software as a Service (SaaS) and Business Service.

Business Services is a new business unit within SimCorp, delivering Technology Enabled Business Services, leveraging SimCorp with the best of our market-proven technology platforms. Our team consists of diverse experts to create world class investment accounting, and data management services. Onboarding new customers and enabling them to reach their desired outcomes, is key which is why this role is essential to us.

We are looking for an Client Onboarding Manager to lead and co-ordinate Business Service onboarding projects; Data Management Services, Investment Operation Services and Investment Accounting Services, with a focus on minimizing friction and ensuring a smooth transition while safeguarding the funded service scope to ensure profitable service delivery.

WHAT YOU WILL BE RESPONSIBLE FOR

The Client Onboarding Manager will play a crucial role in ensuring a seamless and efficient onboarding process for new customers. This position requires a deep understanding of Asset Servicing / Asset Management, advanced organizational, Simcorp Dimension Experience, interpersonal and communication skills. Good understanding of project management methodologies and tools is also essential to the role.

As our Onboarding Manager, you will be reporting to Business Service Onboarding Director and be responsible for:

• Develop and maintain relationships with clients and acting as the primary point of contact during the onboarding process.

• Oversee all aspects of Business Service onboarding projects including project initiation, project planning (internal/external), scope management, resource management, time management, project governance, controlling, and reporting.

• Together with Service experts, provide guidance and support, explaining SimCorp’s standard business processes, service features and answering questions to facilitate customer understanding and manage customer expectations with regards to the service outcome as well as potential scope changes. Ensure a consequent tell-approach is applied in the service onboarding.

• Collaborate with cross-functional teams including Sales, SaaS, Product Development, Professional Services as well as program managers/project managers on larger deals to streamline onboarding process, jointly develop onboarding plans to ensure efficient service delivery and ensure common goals.

• Monitor project timelines, milestones, and deliverables, and provide regular updates to Business Service leadership team.

• Understanding how to manage change as a process and applying all the rigor and discipline around the change management process. Handling competing and conflicting demands and changing the approach to effectively address the situation.

• Continuously identify opportunities to improve onboarding process and documentation of best practices, with a focus on enhancing efficiency and the overall customer experience.

• Stay up-to-date with the SimCorp’s financial products and services to effectively guide customers through the onboarding process.

• Maintain and update SLAs, policies, and other critical service documentation in collaboration with the delivery team.

WHAT WE VALUE

Most important is that you can see yourself contributing and thriving in the position described above. We would expect you to be proficient in several of the following skills and be able to upskill to a high standard for the remainder.

• 3-5 years of practical experience in customer onboarding within the Asset Management or Asset Servicing industry.

• Demonstrated experience working with SimCorp Dimension.

• Great project management skills, with the ability to handle multiple projects simultaneously.

• Bachelor's degree in finance, Business, or a related field. MBA or relevant certifications (e.g., CFA).

• Significant knowledge of financial technology and business processes, especially with asset managers, pension funds, insurance companies or Asset servicers.

• PMI/PMP, Prince 2 or equivalent certification

• Detail-oriented with good organizational and problem-solving abilities.

• Advanced communication and interpersonal skills, with an emphasis on client relationship management.

• Fluent in English

• Ability to work both individually and collaboratively within a team.

• Readiness to travel to customer sites from time to time.

• Can attend the SimCorp office 2x/week as per our hybrid policy.

BENEFITS

Competitive salary, bonus scheme, and pension are essential for any work agreement. However, at SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide an excellent work-life balance: flexible work hours, a hybrid workplace model.

Simcorp follows a global hybrid policy, asking employees to work from the office two days each week while allowing remote work on other days.

On top of that, we have IP sprints; where you have 3 weeks per quarter to spend on mastering your skills as well as contributing to the company development. There is never just only one route - we practice an individual approach to professional development to support the direction you want to take. 

NEXT STEPS

Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process.

If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks.  

We are eager to continually improve our talent acquisition process and make everyone’s experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated.

WHO WE ARE 

For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. We are 3,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds in general.    

SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients.   

SimCorp is an equal opportunity employer and welcome applicants from all backgrounds, without regard to race, gender, age, disability, or any other protected status under applicable law. 

We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients.   

#Li-Hybrid