Product Consulting and Client Onboarding

2 weeks ago


Melbourne, Australia marketfinder Full time

Our client is a global regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, they arm their clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, they learn quickly and move forward with impact.

The Role:
Our technology team thrives on inclusivity and collaboration, believing that diverse perspectives lead to great solutions. We foster a culture that champions individual growth, professional development, and work-life harmony. We're invested in your success and dedicated to supporting you every step of the way. We encourage our team to bring challenge thinking and fresh ideas to the table and our Agile approach empowers us to focus on outcomes. When we hire someone its because they are bring the skills, attitude and experience we're looking for....so we let you do what you are best at Join us and be part of a community that's passionate about harnessing technology's potential to drive market leading solutions for our clients. Elevate your career in an environment where your ideas matter, your growth is nurtured, and your potential is limitless.

We are currently going through an exciting phase of growth as we invest in cutting-edge technologies. This position for a Product Manager
- Client Conversion is one of our most recent additions, dedicated to driving conversion of customers from first touch to first trade.

You will be part of an experienced Product Management team who have a proud history of providing superior digital experiences, winning awards for customer satisfaction amongst our competitors, and cultivating passionate brand loyalty. Reporting to our Head of Product in Melbourne, you will be leading the development and execution of our global product strategy ensuring our client experience is best in the market with improvements and tools to enhance their trading experience.

As our Product Manager
- Client Conversion, your key responsibilities include, but not limited to:

- Develop and implement a strategy to create a seamless onboarding and account management experience, resulting in increased conversions and cross-sell opportunities.
- Ideate, design, and implement new features and functionalities.
- Prioritize feature development based on user feedback, business goals, and industry best practices.
- Define and execute a comprehensive onboarding strategy to guide users through the product adoption process.
- Maintaining and optimizing current onboarding flows and processes while building a new, industry-leading platform.
- Combine traditional KYC methods with innovative technology to enhance and expand the capabilities of our platform.
- Collaborate with cross-functional teams to create a customer-centric, scalable, and globally competitive Onboarding platform.
- Engage directly with clients, alongside frontline and operational teams, to understand their needs.
- Establish close collaboration with engineers and multiple teams within the business, including Compliance and Operations, to achieve shared objectives.

About You:

- Previous experience as a Product manager within a global fintech, TradFi or DeFi with specific experience in optimizing the conversion of customers from first touch through to first trade
- Be a strategic thinker with the ability to develop and implement plans for the short, medium, and long term.
- You have a strong drive for success and thrive on overcoming challenges to ensure project success.
- Product Management and leadership experience with proven ability to influence and inspire teams from different departments to achieve successful product launches.
- Adaptability to thrive in a dynamic environment within a rapidly changing industry and can navigate demanding regulatory frameworks.
- A natural collaborator, working across diverse teams and stakeholders to define and deliver on a product strategy that supports the desired commercial priorities.
- _Current and full working rights in Australia_

Why you will enjoy working with us:

- Competitive salary structure including company bonus scheme
- Genuinely collaborative and friendly culture
- Flexible and hybrid working
- Remote working option - work from anywhere for up to 6 weeks per year, in addition to hybrid working as standard
- Ongoing personal development & learning opportunities
- 15 weeks paid primary carers parental leave & 4 weeks paid secondary carers leave
- 3 paid volunteering days per year & Workplace Giving Program
- Frequent events and celebrations including a standard weekly social
- Beautifully renovated large office
- Best in class end of trip facilities including bicycle parking, change rooms & showers
- A full stocked kitchen, onsite coffee machines with locally sourced coffee beans (this is Melbourne after all) and curated specialty teas



  • Melbourne, Victoria, Australia marketfinder Full time

    Our client is a global regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, they arm their clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, they learn quickly and...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.The ideal candidate will have wealth management / retail broking client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.Responsibilities: Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- Contract or TemporaryOur client is a global wealth management business looking for a Client On-boarding Specialist to join their team in Melbourne on an initial 12-month contract.This role will work closely with the firm's key stakeholders to facilitate a smooth and efficient client on-boarding process.Key Responsibilities:...

  • Wealth Management

    3 weeks ago


    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne. - This role is open to working holiday visa-holders, as well as those with longer-term visas and residency._ **Key Responsibilities**: - Review and...

  • Wealth Management

    2 months ago


    Melbourne, Australia Anton Murray Consulting Full time

    MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some...

  • Wealth Management

    3 weeks ago


    Melbourne, Australia Anton Murray Consulting Full time

    MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some...

  • Wealth Management

    2 months ago


    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...


  • Melbourne, Australia Acoustic Full time

    The Onboarding Product Specialist reports to the Onboarding Manager and is committed to providing complete, timely and accurate provisioning and onboarding for global client environments and components across Acoustic products. The ability to follow complex processes, assess technical information, communicate effectively with clients, and attention to detail...

  • Onboarding Consultant

    4 weeks ago


    Melbourne, Australia Compass Education Full time

    **Come shape the future of education with us.** We are Compass - smart school management in one connected platform. We believe that time spent in the classroom should be for learning and teaching. Our two co-founders John and Lucas met over a team lunch and while chowing down on their cafeteria sandwiches they bonded over their unapologetically nerdy love...


  • Melbourne, Victoria, Australia Acoustic Full time

    The Onboarding Product Specialist reports to the Onboarding Manager and is committed to providing complete, timely and accurate provisioning and onboarding for global client environments and components across Acoustic products. The ability to follow complex processes, assess technical information, communicate effectively with clients, and attention to detail...


  • Melbourne, Victoria, Australia IFM Investors Full time

    About usBusiness OverviewOur Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks.The team consists of several areas of specialisation including: Transaction Management & Support Investment Operations & Client Service Investment Risk & Execution Oversight Business...


  • Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team. **Responsibilities**: - Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC...

  • Client Onboarding

    2 weeks ago


    Melbourne, Victoria, Australia Ambition Group Full time

    My client is a large wealth management firm who offer a wide range of investment products to retail and institutional clients. They often perform above industry standards, are highly respected and they offer a supportive culture and commitment to offering internal career progression.This role is available due to an internal promotion and they are currently...

  • Client Onboarding

    2 weeks ago


    Melbourne, Victoria, Australia Ambition Group Full time

    My client is a large wealth management firm who offer a wide range of investment products to retail and institutional clients. They often perform above industry standards, are highly respected and they offer a supportive culture and commitment to offering internal career progression.This role is available due to an internal promotion and they are currently...

  • Onboarding Consultant

    2 weeks ago


    Melbourne, Victoria, Australia Compass Education Full time

    Come shape the future of education with us.We are Compass - smart school management in one connected platform. We believe that time spent in the classroom should be for learning and teaching.Our two co-founders John and Lucas met over a team lunch and while chowing down on their cafeteria sandwiches they bonded over their unapologetically nerdy love for...


  • Melbourne, Australia ANZ Banking Group Full time

    **Req ID**: 38955 **Department**: Insto Ops Onboarding **Division**: Institutional **Location**: Melbourne About The Role As a Client Onboarding Specialist, you will be responsible for simultaneously managing multiple end-to-end onboardings and implementing our products to our new and existing Commercial, Corporate and Institutional customers. You will...


  • Melbourne, Victoria, Australia Eightcap Full time

    Job descriptionEightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.Quickly becoming a leader in its field,...


  • Melbourne, Victoria, Australia Eightcap Full time

    Job descriptionEightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.Quickly becoming a leader in its field,...


  • Melbourne, Australia State Trustees Limited Full time

    Location: Melbourne | Western Metropolitan Job type: Full time Organisation: State Trustees Limited **Salary**: $53,152 - $60,915 Occupation: Administration/Secretarial Reference: VG/TS/1731538E - **Footscray location, with blended working from home/office arrangement**: - **Assist in onboarding our new clients**: - **Applications close 16 July...