Onboarding Team Lead

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.  We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.  Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.    

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 Manager is responsible for leading a team who manage all onboarding matters for Sonata One. This is primarily focused on client onboarding but includes vendors and partners to our business. It is essential that the Onboarding Manager 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 .   

• 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  

Being part of Sonata One 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.    

Benefits:    

• Private Medical Insurance – Comprehensive coverage to support your health  

• Life Insurance – Peace of mind for you and your loved ones  

• Income Protection – Financial support when you need it most  

• Hybrid Working – Supporting work/Life Balance  

• Annual Leave – With extra days that grow the longer you’re with us  

• Pension Scheme – Employee matched helping you plan confidently for the future  

• Wellness Budget – Investing in your health with a gym membership  

• Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs  

• Enhanced Maternity, Paternity & Adoption Leave – Because family matters  

• Career Training & Development – Ongoing learning opportunities to help you grow  

• Paid Volunteering Day – Take time to give back to causes you care about