About Waystone
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
Summary: The Manager – Onboarding will be an integral part of the Waystone team and will play a key role in managing the delivery of Fund Onboarding projects across multiple fund structures and domiciles. The role combines strong project management, client engagement and governance oversight, ensuring launches are effectively coordinated, risks and dependencies are managed, and clients receive a consistently high standard of service.
ESSENTIAL DUTIES AND RESPONSIBILITIES
· Lead and manage the delivery of Fund Onboarding projects across multiple fund domiciles fund structures and product types, from initial structuring and planning through to regulatory approval and operational launch.
· Act as the project manager and point of coordination throughout the end-to-end onboarding process, working with investment managers, legal advisers, Fund Boards, Conducting Officers/Designated Persons, external service providers and internal teams to drive delivery against agreed timelines.
· Manage project plans, key milestones, dependencies, risks and issues, ensuring clear ownership and timely escalation where required.
· Maintain up-to-date knowledge of the Luxembourg and EU regulatory framework applicable to investment funds and fund managers, including UCITS, AIFMD/AIFMD II, AML/CFT, SFDR and other relevant regulatory developments, ensuring changes are appropriately reflected in Fund Onboarding processes.
· Provide guidance and support to team members, helping to resolve complex onboarding issues and acting as a point of escalation for Management.
· Identify opportunities to improve onboarding procedures and controls, lead the implementation of agreed changes, provide appropriate training and ensure procedures are consistently followed.
· Ensure Salesforce, Compass, Pipelines and relevant management information are maintained accurately and kept up to date throughout the onboarding lifecycle.
· Participate in relevant training and knowledge-sharing activities and ensure the team remains informed of changes to the operating and regulatory environment.
REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
· An internationally recognized professional qualification.
Experience:
· Minimum 6 years’ experience in an investment funds environment.
· Knowledge of AIFMD, UCITS and MiFID.
· Client facing background with presentation and project management skills.
Key Competencies:
· Motivated individual with enhanced interpersonal skills and adept at building relationships.
· Strong interpersonal and communication skills (both written & verbal).
· Strong attention to detail and keen on delivering quality work.
· A team player, enthusiastic, and self-motivated.
· Analytical skills - collect and analyze information, problem-solve, and make decisions under minimal supervision.
· Commercial awareness and understanding of business environments.