Onboarding Team Lead

6 months ago

Cape Town, South Africa IDR Group Full time

**Company Overview**:
We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house.

We operate as #OneGlobalThread in line with our values: We **challenge** the norm, we **change** the way we think and work, by **connecting** systems and people, while **committing** to our vision and each other. We are now looking to recruit an experienced Onboarding Team Lead to join our global team.

**Position Overview**:
The Onboarding Team Lead is responsible for leading a team who manage all onboarding matters for IDR. This is primarily focused on client onboarding but includes vendors and partners to our business. It is essential that the Onboarding Team Lead has previous leadership, project management, customer facing and stakeholder management experience.

**Responsibilities**:
**People**
- Manage the training needs, career progression, work and priorities of a team of KYC and Senior analysts within agreed parameters in order to support business objectives.
- Comfortably manage major global clients on product demonstrations and overall status updates. Actively encourage a culture of continuous improvement through new ideas.

**Process**
- Track the status and timelines of all clients from start to finish of each onboarding.
- Ensure that all activity reflects a defined process and is undertaken within set parameters.
- Demonstrate knowledge of Private funds and their structures in order to onboard new clients in a timely and effective manner.
- Support other team leads, and senior members of the business as required.
- Identify areas for continuous process improvements

**System**
- Maximize the use of technology in all processes to control risk and improve efficiency.
- Understand the system design and suggest technology improvements in pursuit of efficiency.

**Management**
- Manage and support a team of onboarding analysts.
- Support the measurement and reporting of performance using well considered indicators.
- Ensure the onboarding team are adhering to internal KPI’s and report performance to the operations director

**Qualifications**:

- Project management and stakeholder management experience would be beneficial
- Leadership experience and ability to handle a team in multiple locations
- Fluent spoken and written English
- Presence and confidence when managing staff
- Methodical with an organized and self-starting approach to work
- Good working knowledge of Excel and be technology driven
- Experience dealing with clients and stakeholders

**Nice to have**:

- Project Management, ITIL and KYC qualifications are preferred but not essential
- Oversee a competent and knowledgeable team who meet or exceed clear metrics
- Continuously improve systems and processes that are understood by all staff
- Deliver clear customer onboarding timelines and consistent experiences

**About you**:
We are one, global team who live by our culture and demonstrate IDRs values in everything we do. We hire people who:

- Work efficiently and accurately within defined processes
- Proactively suggest process & system improvements to maximize efficiency
- Take initiative and are approachable to all staff
- Are excellent communicators, self-starting & capable of working independently
- Are competent & knowledgeable team members who understand both system and process
- Maintain strong relationships with management, ensuring discretion is adhered to at all times

Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.

We are a scaling business which is not for everyone. We are building as we go, and we believe we are creating something remarkable. If you are excited by the prospect of creating something great, while collaborating with people across the globe and being okay with feeling uncomfortable, then IDR is your next great decision.

**Benefits**:

- Competitive compensation package
- Opportunities for professional growth and career advancement.

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