Onboarding Specialist
Onboarding Specialist
About the company
About the Role
Responsibilities
Onboarding & Documentation Management
- Complete vendor and partnership onboarding paperwork, ensuring compliance with internal policies and regulatory requirements.
- Oversee Due Diligence Questionnaires (DDQs) and Know Your Customer (KYC) refreshes for existing partners.
- Perform onboarding documentation and DDQ's for specialized initiatives, including redomiciling current businesses, new vendors, and new business lines.
- Standardize onboarding process documentation to improve efficiency and consistency.
- Coordinate account openings and closings as needed.
Compliance & Legal Coordination
- Track, organize, and maintain legal documents, NDAs, and vendor agreements.
- Ensure all onboarding procedures align with compliance and regulatory requirements.
- Monitor vendor policy updates, re-certifications, and industry compliance standards.
- Serve as a liaison between legal, sales, and investment teams to facilitate smooth onboarding and compliance processes.
Stakeholder Communication & Process Oversight
- Act as a key point of contact between internal and external stakeholders, ensuring timely status updates on onboarding processes.
- Maintain an up-to-date vendor database, including contact details and authorization workflows.
- Oversee the signature authorization process, ensuring adherence to internal controls.
- Provide regular reporting on onboarding progress and vendor pipeline updates to leadership.
Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- 3+ years of experience in investment operations, vendor management, compliance, or a similar role.
- Strong understanding of legal entities, compliance requirements, and financial services onboarding procedures.
- Excellent organizational skills with strong attention to detail.
- Effective communication and stakeholder management abilities.
- Proficiency in workflow tools, document management systems, and compliance tracking platforms.
Why Join Us?
- Develop Expertise Across Multiple Disciplines: Work closely with legal, compliance, investment ops, and sales teams, gaining exposure to how various functions collaborate to streamline critical onboarding and operational processes.
- Cross-Training Opportunities: Enhance your skill set through cross-training initiatives, including project management, vendor evaluation, and compliance monitoring-building a strong foundation for advancement within the team.
- Take Ownership of High-Impact Projects: As you grow in the role, you may be entrusted with leading initiatives to improve onboarding efficiency, enhance operational workflows, and refine our documentation standards.
- Mentorship & Career Growth: Benefit from direct mentorship by senior investment operations professionals and develop the skills needed to advance within the organization.
- Expand Your Professional Network: Collaborate with high-profile vendors, institutional partners, and internal stakeholders to build valuable connections in the industry.
What we offer
- Competitive compensation including but not limited to salary, future token rights, and/or equity (according to your preferences) - We are well-funded and believe that great talent deserves great compensation.
- Full benefits (medical, vision, and dental) and flexible vacation policy (PTO).
- Remote-first team across many countries - You will be an early team member helping shape our vision, culture, and design practices.
- A+ colleagues - Our team includes alumni from: Goldman Sachs, Blackrock, Two Sigma, Bridgewater, SpaceX, AWS, Meta, Google, McKinsey, Circle, Uniswap.
- Best-in-class investors - We are proud to be backed by leading crypto experts and VCs, including Pantera Capital, Founders Fund and Coinbase Ventures.
About Ondo Finance
Ondo Finance is at the forefront of bridging traditional finance with the innovative world of blockchain. We are a leading Decentralized Autonomous Organization (DAO) and protocol dedicated to bringing real-world assets (RWAs) onto the blockchain, unlocking unprecedented liquidity and accessibility for institutional and individual investors alike. Our mission is to build the foundational infrastructure for a more efficient, transparent, and inclusive financial system, leveraging the power of Web3 technologies to redefine how value is created and exchanged globally. Through our pioneering work with tokenized securities and yield-generating stablecoin solutions, Ondo Finance is setting new industry standards and expanding the horizons of decentralized finance (DeFi). Our culture thrives on intellectual curiosity, relentless innovation, and a collaborative spirit. We empower our team members to tackle complex challenges, push the boundaries of what's possible in crypto, and contribute directly to the evolution of a global financial paradigm. At Ondo Finance, you'll work alongside brilliant minds passionate about blockchain's transformative potential, in an environment that fosters growth, ownership, and a shared commitment to excellence. We believe in open communication, data-driven decisions, and a flat organizational structure that enables every voice to be heard and valued. Join Ondo Finance and be a pivotal part of shaping the future of finance. If you're a talented professional eager to make a tangible impact in the blockchain space, contribute to a product that truly matters, and grow within a fast-paced, dynamic Web3 organization, then your journey starts here. We offer unparalleled opportunities to work on cutting-edge financial instruments, robust decentralized protocols, and contribute to a vision that will democratize access to finance worldwide. Come build with us and leave your mark on the next generation of financial infrastructure.
Ready to Apply?
To submit your application for this position, please visit Ondo Finance's official website and follow their application process.