Product Manager, Client Onboarding

Novatus; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading RegTech consultancy in London is looking for a Client Onboarding Manager to enhance client integration with their technology platform. The ideal candidate has 3-5 years of experience, strong analytical and communication skills, and a background in financial services. This role offers hybrid working with a focus on delivering seamless client experiences.

Benefits

Private Medical Insurance (AXA)

Employee Assistance Program

Flexible hours

Gym & fitness discounts

Qualifications

• 3 - 5 years of experience in client onboarding or project management.
• Experience with derivatives and transaction reporting is a plus.
• Excellent written and verbal communication skills are required.

Responsibilities

• Act as the primary contact for clients during onboarding.
• Coordinate with internal teams to meet client specifications.
• Provide training to clients on using the platform.

Skills

Client onboarding

Project management

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent experience

Tools

Excel

SQL

Job description

Role overview

Product Manager, Client Onboarding role at Novatus Global. Location: London HQ. Hybrid working and flexible hours: 4 days in the office and 1 WFH. Department: Platform - Platform Implementation & Support. Reports To: Senior Product Manager – Platform Implementation & Support.

Job overview

Novatus are seeking a highly motivated and detail-oriented Client Onboarding Manager to join our dynamic product team. In this role, you will be responsible for the smooth onboarding of new clients, ensuring that they can effectively utilise our technology platform for derivative transaction reporting and reconciliation. You will work closely with our clients, internal teams, and external stakeholders to ensure a seamless onboarding experience from initial setup through to post-implementation support.

Key responsibilities

• Client Onboarding: Act as the primary point of contact for clients during the onboarding process, guiding them through each step of the integration and setup of derivative transaction reporting and reconciliation technology.
• Work with clients to understand their reporting requirements, data formats, and operational workflows.
• Coordinate with internal teams (product, technical, compliance, and support) to ensure that client specifications are met.
• Conduct thorough needs assessments to ensure that all reporting, reconciliation, and regulatory compliance requirements are captured.

• System configuration & testing: Assist in configuring client accounts, ensuring proper integration of client data feeds and derivatives transactions into the reporting and reconciliation platform.
• Perform testing and validation of transaction data to ensure the accuracy and completeness of client reports.
• Troubleshoot and resolve any system or data discrepancies during the onboarding process.

• Training & support: Provide training to clients on how to use the platform’s reporting and reconciliation features, including interpretation of reports, alerts, and exception handling.
• Create and maintain comprehensive documentation to support client onboarding, including process flows, guides, and FAQs.
• Offer ongoing support during the initial usage phase to ensure a smooth transition and answer any client questions or concerns.

• Project management & coordination: Work with internal stakeholders (Sales, Product, Implementation) to ensure timely and efficient onboarding, managing timelines and expectations.
• Track and report on the progress of client onboarding, escalating issues where necessary to ensure that deadlines are met.
• Develop and maintain strong relationships with key client stakeholders throughout the onboarding process.
• Gather client feedback to identify opportunities for improving the onboarding process and the overall client experience.
• Stay up-to-date on industry regulations, trends, and best practices to continuously improve the service offering.
• Collaborate with product and technical teams to relay client feedback for future product improvements.

About you

• 3 - 5 years of experience in client onboarding, client support, or project management within the financial services or technology space.
• Experience working with derivatives (such as interest rate swaps, credit default swaps, or futures) and familiarity with transaction reporting and reconciliation processes.
• Knowledge of regulatory reporting requirements, including Dodd-Frank, EMIR, and MiFID II, is highly desirable.
• Familiarity with financial technology platforms or SaaS solutions is a plus. Strong proficiency with Excel and other data management tools; experience with SQL or similar query languages is a bonus.
• Excellent written and verbal communication skills, with the ability to explain complex concepts to clients with varying levels of technical knowledge.
• Strong analytical skills and attention to detail, with the ability to identify and resolve issues in a fast-paced environment.
• Able to work collaboratively with cross-functional teams and provide a positive client experience.

Nice to have

• Prior experience with financial services or fintech companies focused on regulatory reporting or derivatives.
• Private Medical Insurance (AXA) – includes mental health, dental, vision, and private GP access
• Employee Assistance Program
• Enhanced parental leave (maternity & paternity)
• Fast career progression based on performance, not tenure
• Holiday entitlement increases with tenure
• Flexible hours with core collaboration time
• Gym & fitness discounts
• Monthly team lunches, quarterly socials, and office snacks & drinks
• Interest-based working groups to collaborate and innovate

Diversity, Equity & Inclusion

Novatus is an Equal Opportunity Employer. All employment decisions are made based on business needs, role requirements, and individual qualifications, without regard to race, age, religion or belief, sex, sexual orientation, gender identity or expression, marital or civil partnership status, pregnancy or maternity, socioeconomic background, disability, or any other characteristic protected under the Equality Act 2010. We maintain a workplace culture that is inclusive, respectful, and supportive. Our recruitment and selection processes are designed to ensure fairness and consistency for all candidates. Reasonable adjustments are available throughout the application and interview process, and candidates are encouraged to contact Human Resources to discuss any specific requirements. This commitment is embedded in all aspects of our employment practices, including recruitment, compensation, professional development, promotion, and workplace conduct.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Information Technology and Product Management

Industries

• Financial Services
• Software Development
• Business Consulting and Services