Overview Work Model: Hybrid (3 days p/w in office)
About Albany Beck
Albany Beck are a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional career and personal development.
Role Overview We’re looking for a proactive project manager to lead the end-to-end onboarding of new funds and clients. Each onboarding is run like a dedicated project, with clear milestones and a strong focus on delivery. You’ll be the central point of coordination, bringing together clients, legal, compliance, operations, and external partners to make sure every step runs smoothly. From timelines and contracts to regulatory checks and governance, you’ll keep everything on track and ensure a seamless handover to operations. This role suits someone who thrives on building relationships, managing complexity, and driving results in a fast-paced funds environment.
Key Responsibilities Lead onboarding projects from initial setup to handover to operations
Manage timelines, legal processes, and regulatory requirements
Liaise with clients (e.g. investment managers), legal, compliance, ops, KYC/AML teams, distributors, administrators, custodians etc
Ensure all service agreements, SLAs, and contracts are in place
Maintain clear documentation and governance throughout
Provide progress updates to clients and senior management
Key Skills and Experience 5+ years of experience (ideally in funds or asset management)
Experience with fund structures and onboarding processes
Excellent stakeholder management, attention to detail, and communication skills
Comfortable working across departments and managing timelines
People person – able to guide and manage expectations
Seniority level Mid-Senior level
Employment type Full-time
Job function Project Management
Industries: Business Consulting and Services; Financial Services
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