- Neuberger Berman (New York, NY)
- …Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding , or project coordination + Bachelor's degree required; ... Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic… more
- SMBC (New York, NY)
- …origination team to meet the scheduled closing date. + Collaborate with the KYC Client Management team to ensure full onboarding of entities before closing. + ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (New York, NY)
- …team to address and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Capco, a Wipro Company (New York, NY)
- …same. We strive to create an engaging and inclusive experience from application to onboarding . **About the Job** As a Technical Recruiter with a focus on contract ... mainly contract hiring, including high-volume pipeline creation and rapid fulfillment for client project needs. + Partner closely with hiring managers to understand… more
- Neuberger Berman (New York, NY)
- …Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of ... annual due diligence review of intermediary SMA partners. + Assist with onboarding of new intermediary relationships from contracting to implementation. + Lead… more
- Neuberger Berman (New York, NY)
- …and develop mitigation strategies. + Run workshops, demos, roadshows, and onboarding ; cultivate "platform champions" across business teams. + Drive enterprise ... 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- Capco, a Wipro Company (New York, NY)
- …alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, ... scale programs. **What You'll Get to Do:** + Lead or support client engagements focused on credit card product strategy, digital payments, issuing/acquiring models,… more
- Neuberger Berman (New York, NY)
- …optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a ... tracking, and analyses for strategic initiatives, including product launches, onboarding , and system enhancements. + Collaborate with Compliance, Risk, Product,… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... limited assurance GHG emissions annually, including managing the vendor onboarding process. + **Sustainability Education:** Assist in developing education materials… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... closing deadlines. + Coordinate with internal KYC team members to confirm all onboarding approvals are in place prior to closing. + Request and track post-closing… more
- Neuberger Berman (New York, NY)
- …pre-hire Workday requests for potential new hires + Manage new hire onboarding processes for new employees: monitor fingerprint submissions, review and distribute ... 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- Warner Music Group (New York, NY)
- …Partner to support our Global Finance People Team. This generalist role supports US client groups of 300+ employees, acting as a trusted operational partner to local ... year-end reviews, and development planning. + Support team coordinator to ensure onboarding and offboarding actions are undertaken to our high standards, including… more
- HSBC (New York, NY)
- …the Americas + Collaborate with Implementation and Service teams for follow up on the client sales process + Connect with Product teams + Grow your knowledge of cash ... interact with clients' senior staff + Strong project management skills to handle the onboarding process for clients and the various products they use with us + Learn… more
- Tutor Perini (New York, NY)
- …plan and approach for all subcontractors and field staff + Representing client relations for documentation flow and procedure approach + Oversee and implement ... of record documentation responsibilities + Organizing all required trainings for onboarding process + Coordination with the Senior Project Manager for day-to-day… more
- Tradeweb (Jersey City, NJ)
- …hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average ... Engineer automation using PowerShell and other scripting languages to streamline onboarding , offboarding, system config, and support operations. + Collaborate across… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... data, platforms, and data management. + Knowledge of analytics regarding customer onboarding , customer due diligence, and/or periodic reviews. + Knowledge of vendor… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... validating metadata, securing approvals from data owners and data stewards, completing the onboarding templates as required by the CDAO office + Work closely with… 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 (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
