Onboarding & Operations Manager

5 days ago

Københavns Kommune, Denmark Performativ - Wealth Management Software Full time

Are you structured, conscientious, great with clients, and thriving in a fast-moving, high-energy startup? We would love to hear from you. Join us as an Onboarding & Operations Manager and get ready to innovate, build, and shape the future of wealth management

As our new Onboarding & Operations Manager, you will:

  • Manage multiple projects simultaneously to onboard Performativ’s clients.
  • Create a structured framework to ensure a world-class customer experience.
  • Be a super-user and subject matter expert while promoting the value of the product.
  • Build relationships and be central to delivering customer experience.
  • Assist in creating training and educational materials.
  • Assist in day-to-day operational tasks to ensure pristine data quality.

What we’re looking for:

Key Qualifications:

  • Experience:
    • 3+ years in client onboarding, project management, or operations in a fintech, SaaS, or financial services environment.
    • Familiarity with asset management, family offices, or investment management workflows.
  • Skills:
    • Strong project management and organizational abilities to handle multiple priorities simultaneously.
    • Exceptional communication and interpersonal skills to build and nurture client relationships.
    • Proactive, customer-focused attitude with a passion for delivering excellent service.
    • Problem-solving capabilities and ability to work independently in a fast-paced environment.
    • Analytical mindset with attention to detail and familiarity in data reconciliation and quality assurance.
    • Proficiency in MS Office Suite.
    • Familiarity with custodian data flows would be advantageous.
    • Proficiency in Python will be considered a plus.
  • Education:
    • Bachelor’s degree in finance, business, or a related field preferred.

What we can offer you:

  • Competitive salary package.
  • Flat organizational structure to allow optimal focus on what matters most.
  • A supportive and collaborative team culture that values independence, growth, innovation, and success.
  • The opportunity to have a real impact on the direction and growth of the company.
  • Enjoy working out of our new, central, and beautiful offices in Copenhagen, located next to Illum (Kronprinsensgade 2).
  • From day one, be handed the reins to a Grade A product with an excellent technical and commercial team around it. Your new 44 colleagues have joined us from the likes of Goldman Sachs, BlackRock, McKinsey, BCG, Amazon, IBM, and many more.
  • The opportunity to work with a company that is steadily evolving.

Note: This role is based on-site in our office in Copenhagen.

Join a team of fintech heroes

Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scale-up with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and can't wait to have you join us in making a real impact.

We are funded by some of the leading VC investors in the world and have strong support to become a European market leader in a record amount of time.

You can read more about our product at performativ.com.

We value your passion

At Performativ, we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one, and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture, and we are committed to ensuring you have all the tools and support you need while acknowledging the importance of flexibility.

#J-18808-Ljbffr

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