Onboarding Specialist
About the company
Hi, we’re Ondo Finance. Our mission is to provide institutional-grade, blockchain-enabled investment products and services. We have both a technology arm that develops decentralized finance technology, and an asset management arm that creates and manages tokenized funds. We were the first company to tokenize exposure to US Treasuries, and have since expanded into several other assets. We are also focused on incubating protocols that can support both tokenized real-world assets and traditional crypto.
Founded by folks from Goldman Sachs Digital Assets Team, we’re backed by some of the best investors in the world including Founders Fund, Coinbase Ventures, Pantera Capital, Tiger Global, and more. We are currently the leaders in the space in terms of AUM and are well capitalized to continue growing the firm. We’re fully remote, with team members across the U.S.
About the Role
The Investment Operations Onboarding Specialist is responsible for managing the end-to-end onboarding process for vendors, partners, and other key stakeholders. This role ensures all necessary documentation, compliance checks, and legal requirements are completed efficiently while maintaining accurate records and fostering seamless collaboration between internal and external teams.
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?
Joining our team as an Investment Operations Onboarding Specialist offers you the chance to gain hands-on experience in a rapidly growing investment operations environment. You will have the opportunity to:
- 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.
