- Unknown (New York, NY)
- …responsible for building and leading the delivery and support function, coordinating new client onboarding , and serving as a central point of alignment between ... companies, particularly in complex domains, and a background in building client onboarding playbooks, operational runbooks, and support knowledge bases.… more
- Unknown (New York, NY)
- …of Prime Brokerage Risk will also be tasked with evaluating and approving new client onboarding , managing a small team, and ensuring that all risk management ... within the Prime Brokerage business, with a focus on client leverage, exposures, and new account reviews. This role...with senior stakeholders to discuss portfolio positions, exposures, and client activity, as well as overseeing client … more
- Unknown (New York, NY)
- …will be tasked with the operational and change-management aspects of the client lifecycle, with a focus on onboarding , transition management, offboarding, ... Head of Transition Management & Client Experience About the Company Globally-recognized investment management...demands a strategic leader with a deep understanding of client service, a commitment to process improvement, and the… more
- Unknown (New York, NY)
- …with a proven track record in senior sales, business development, or client relationship roles within the fintech, FX/payments, or crypto/digital assets sectors. The ... primary focus is on acquiring and onboarding new partners, driving cross-border payment volume, and owning the end-to-end sales process to meet or exceed quarterly… more
- Unknown (New York, NY)
- …estate, tax, and financial planning. An entrepreneurial mindset and a strong client -service orientation are essential, as is experience within an RIA, private bank, ... position is suited to a professional who values deep client relationships and is adept at working in a...infrastructure, tools, and transition support to ensure a seamless onboarding experience. A desire to grow within a firm… more
- Unknown (New York, NY)
- …and supporting managing agents, overseeing vendor relationships, and cultivating long-term client and board relationships. The ideal candidate will be a seasoned ... and co-ops, a business-minded leader with a strategic and client -centric approach, and a proven track record in driving...high-net-worth clients, and who is skilled in pitching and onboarding new clients. A bachelor's degree is required, with… more
- Unknown (New York, NY)
- …of financial solutions, partnering with internal specialists to create holistic client plans, and executing business development initiatives to attract new clients. ... The role demands a professional with a strong business development and client retention history, excellent communication, and relationship management skills, and a… more
- Unknown (Jersey City, NJ)
- …with clients, and collaborating with regional leadership on business development and client acquisition. Applicants for the CFO position at the company should have ... with their depth of experience, and will benefit from a structured onboarding program, a national peer community, and ongoing corporate support. Travel Percent… more
- Unknown (New York, NY)
- …execution of strategic sales plans to secure new business and nurture client relationships. This role involves close collaboration with cross-functional teams to ... as the primary point of contact for prospects, and ensure the smooth onboarding of new clients. Applicants must have a Bachelor's degree or equivalent experience,… more
- Unknown (New York, NY)
- …the go-to-market organization, responsible for developing and implementing comprehensive onboarding , training, and continuing education programs. This role is ... pivotal in ensuring the effectiveness and scalability of the rapidly growing sales, client services, and marketing teams. The VP of GTM Enablement will work closely… more
- Unknown (New York, NY)
- …and risk management data needs, managing LP investments, and assisting with the onboarding of new clients. Applicants for the VP, Global Asset Servicing position at ... and complex fund structures. The ideal candidate will be adept at managing ad-hoc client data requests and be prepared to escalate critical data issues to ensure… more
- Citigroup (New York, NY)
- The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… more
- JPMorgan Chase (New York, NY)
- …F&BM, and play a critical leadership role driving strategic business management across Client Onboarding . In this role, you will partner directly with C-suite ... leaders and senior management to shape and execute enterprise-wide priorities, financial discipline, and transformational initiatives. You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery of… more
- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: + Support direct team manager for all onboarding processes + Manage daily onboarding requests for all divisions of Mizuho + End to end ... onboarding coordination + Compose KYC packages and perform due...discrepancy (for example, SIC/Sector Codes aren't in line with client 's primary business activities, etc.) + Familiarity with state… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...**80 % Daily Production Workflow (Subject Matter Expertise on Onboarding & KYC)** + Coordinates with internal partners such… more
- Justworks (New York, NY)
- …relationships with sales teams, collaborating closely to ensure alignment and success in client onboarding . + Proactively monitor and manage timelines to ensure ... Customer Onboarding Manager New York, New York Apply Who...onboarding process to ensure a seamless experience for client administrators. You embody a proactive, service-first approach, anticipating… more
- Citigroup (New York, NY)
- …client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires ... core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms.… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time ... improve the onboarding processes. + Onboard new escrows by completing client risk profiles and process relationship updates using Citi onboarding … more
