Overview

Novatus Global is a leading, private equity backed consulting and RegTech SaaS business delivering solutions for derivative transaction reporting and reconciliation. We help financial institutions, asset managers, and brokers meet regulatory requirements through automation of reporting, reconciliation, and lifecycle management. We differentiate ourselves with a hands-on approach, embedding within client teams to drive execution with agility, precision, and accountability. Our advisory and technology practices aim to enable clients to navigate change, improve operational efficiency, and position for growth at scale.

Our consulting services cover Risk & Compliance including Operational Resilience and Managed Services; ESG; Strategy, Data, & Operations; and Transaction Reporting. Our advisory work spans the full value chain for leading financial services organizations to drive sustainable outcomes.

Since 2019, we have scaled rapidly and are backed by North American private equity investment with a new Snowflake partnership. We combine data intelligence with technology to drive the future of regulatory compliance.

The Role

Product Manager, Client Onboarding

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

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

Key Responsibilities

Client Onboarding

• Act as the primary point of contact for clients during onboarding, guiding them through integration and setup of derivative transaction reporting and reconciliation technology.
• Understand client reporting requirements, data formats, and operational workflows.
• Coordinate with internal teams (product, technical, compliance, support) to ensure client specifications are met.
• Conduct needs assessments to capture all reporting, reconciliation, and regulatory requirements.

System Configuration & Testing

• Assist in configuring client accounts and integrating client data feeds and derivatives transactions into the platform.
• Test and validate transaction data to ensure accuracy and completeness of client reports.
• Troubleshoot and resolve system or data discrepancies during onboarding.

Training & Support

• Provide training on platform reporting and reconciliation features, including interpretation of reports, alerts, and exception handling.
• Create and maintain documentation to support onboarding, including process flows, guides, and FAQs.
• Offer ongoing support during the initial usage phase to ensure a smooth transition and address client questions.

Project Management & Coordination

• Collaborate with Sales, Product, and Implementation to ensure timely onboarding, managing timelines and expectations.
• Track and report onboarding progress, escalating issues to meet deadlines.
• Maintain strong relationships with key client stakeholders throughout onboarding.
• Gather client feedback to identify opportunities to improve onboarding and the overall client experience.
• Stay up-to-date on industry regulations, trends, and best practices to enhance the service offering.
• Relay client feedback to product and technical teams for future improvements.

About you

• 3–5 years of experience in client onboarding, client support, or project management within financial services or technology.
• Experience with derivatives (e.g., interest rate swaps, credit default swaps, futures) and familiarity with transaction reporting and reconciliation.
• Knowledge of regulatory reporting requirements (e.g., Dodd-Frank, EMIR, MiFID II) is desirable.
• Familiarity with financial technology platforms or SaaS; strong Excel skills; SQL or similar query languages is a bonus.
• Excellent written and verbal communication; ability to explain complex concepts to clients with varying technical knowledge.
• Strong analytical skills and attention to detail; able to identify and resolve issues in a fast-paced environment.
• Collaborative, with a positive client experience mindset.

Nice to have

• Prior experience with financial services or fintech focused on regulatory reporting or derivatives.
• Private Medical Insurance (AXA) coverage details including mental health, dental, vision, and private GP access
• Employee Assistance Program
• Enhanced parental leave (maternity & paternity)
• Fast career progression based on performance
• 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 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. This commitment is embedded in all aspects of our employment practices, including recruitment, compensation, professional development, promotion, and workplace conduct.

London, England, United Kingdom