FX Regulatory and Onboarding Specialist at Partners Group supporting FX counterparty and MMF onboarding documentation. Managing workflows, timelines, and ensuring accurate and audit - ready data.
About the role
- Training & Onboarding Coordinator ensuring franchisee success by managing onboarding processes and delivering training experiences. Collaborating with internal teams for a structured, scalable onboarding journey.
Responsibilities
- Serve as the primary point of contact for all new franchisees throughout onboarding and early-stage training
- Guide franchisees through a structured onboarding plan covering systems setup, operations, branding, compliance, and training requirements
- Host weekly virtual check-ins with franchisees to review progress, answer questions, and clarify next steps
- Track onboarding and training milestones, following up on outstanding tasks or requirements
- Ensure all pre-launch deliverables are completed on schedule, including background checks, insurance, licensing, vendor setup, and training registration
- Collaborate with the Training Department to plan and execute monthly in-person training weeks
- Coordinate training schedules, agendas, timelines, and session logistics
- Manage onboarding-related vendor accounts and setup processes including CRM, communications platforms, and technology tools
- Coordinate travel arrangements, lodging, meals, and on-site schedules for in-person training events
Requirements
- 2 or more years of experience in training coordination, onboarding, operations, or a related role
- Strong organizational and project management skills with high attention to detail
- Excellent written and verbal communication skills
- Comfortable leading group meetings and working directly with franchisees and external partners
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Proficiency with scheduling tools, video conferencing platforms, and standard office software
- Ability to travel 25-40% of the month nationwide
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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