Director of Client Onboarding & Delivery
Peak6 Investments LLC
Apex Fintech Solutions is seeking a strategic, results‑driven Director, Client Delivery to lead end‑to‑end client onboarding for broker dealers, fintechs, wealth managers, and RIAs. You will guide a dedicated onboarding team, own the client transition to Apex services, and partner across departments to ensure seamless, compliant onboarding experiences. The role requires a senior leader who can drive transformation, manage complex vendor relationships, and deliver executive‑level service. #J-18808-Ljbffr Peak6 Investments LLC
- Apex Fintech Solutions is seeking a strategic, results-driven Director, Client Delivery to lead end-to-end client onboarding for broker dealers, fintechs, and wealth management clients. You will drive onboarding strategy, manage a dedicated team, and own the client transition...Suggested
$152.24k - $190.3k
...fintech software enables us to support clients such as Stash, Betterment, SoFi,... ...results-driven leader to join our team as Director, Client Delivery . This role requires an experienced... ...expertise overseeing end-to-end client onboarding functions for broker dealers,...SuggestedFull timeWork at officeWork from home- Develop and execute a comprehensive onboarding strategy for clients, ensuring alignment with Apex’s business objectives and industry best practices. Lead, mentor, and manage members of the Client Onboarding team, fostering a high-performance culture focused on delivering...Suggested
- ...Commerce, a unit of Publicis Groupe, seeks a Director, Client Operations to drive efficient team... ...processes that ensure high-quality delivery. This role requires commuting distance... ...financial oversight, client liaison, onboarding, and training while collaborating across...SuggestedWork at office
$191k - $242k
...Senior Manager, Global KYC and Client Onboarding New York City, NY Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance...SuggestedLocal area- Publicis Groupe in New York is seeking a Director, Client Management to lead campaign activation for Influential client programs within the Publicis Groupe network. You will own campaign delivery, coordinating with strategy, analytics, performance media, creator and other...
- A leading global brand experience agency is seeking an Associate Director for Embedded Solutions in New York. The role involves leading and motivating teams to deliver exceptional service to clients, overseeing event management processes, and ensuring high client satisfaction...
$115k - $135k
...work in the US without sponsorship. To ensure an excellent onboarding experience and integration into the company, new colleagues... ...This is a requirement. Position Summary The Product Manager, Client Delivery leads enterprise client programs on the Lirio platform from...Temporary workRemote workWork from homeFlexible hours- Citi is seeking a Head of Account Opening & Client Service Operations in New York to oversee end‑to‑end global onboarding and service operations. The role partners with Wealth leadership and Control Functions to ensure strong controls, regulatory compliance, and high‑quality...
- Lirio is seeking a Product Manager, Client Delivery to lead enterprise client programs from concept through launch and adoption on the Lirio... ...scalable capabilities. This remote role offers an onsite onboarding requirement in Tennessee, with travel reimbursed. You will...Remote job
- Grace Hill is seeking a Survey Program Manager to own end-to-end client experiences for annual survey programs. You will guide onboarding, configuration, and training, then drive delivery through reporting, analysis, and results presentation. The role partners with Customer...Remote job
- ...Onboarding LeadNeuberger's Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner... ...Coordinate data and integration delivery: manage interface...Work at office
- Citi's Head of Account Opening & Client Service Operations leads end-to-end global functions across Client Onboarding and CSO, partnering with Wealth Business leadership to deliver consistent, compliant, high‑quality client outcomes. The role drives transformation, standardizes...
- UnitedMasters, Inc. in New York is seeking a seasoned Program Director to lead delivery across Translation’s major accounts. You will design teams,... ...staffing and scope decisions while partnering with senior client leaders. You will co-lead large-scale programs with senior...
$110k - $140k
Neuberger is seeking an Onboarding Lead in New York to manage new client implementations from kickoff to go-live. This hybrid role requires at least 2 days in-office work. Key responsibilities include planning onboarding execution, managing cross-team coordination, and...Work at office- ...Head of Client Delivery About the Company Fast-growing company building AI and automation systems to improve client outcomes and... ...lifecycle. The successful candidate will be responsible for client onboarding, implementation, and ensuring long-term success and adoption...Remote work
- Do you love growing people, building high-performing teams, and balancing leadership with hands-on client delivery? Are you energized by coaching consultants, driving accountability, and ensuring teams deliver with excellence? If you’re a leader who thrives in a collaborative...Remote work
- Proto, based in New York, seeks a Director of Engagement to lead complex client engagements, oversee delivery, and grow client relationships. The role emphasizes strategic partnerships with senior stakeholders and a strong, entrepreneurial approach to driving outcomes....
$150k - $175k
...culture, and taste, we’d love to meet you.About the role…As Director of Client Strategy, SMB at ShopMy, you will build and lead a brand-new... ...CRM and lifecycle campaigns, in-product education, and scaled onboarding that drive adoption and retention without one-to-one...Work experience placementWork at officeImmediate startRemote workFlexible hours- ...accounting operations for a multi-client portfolio in a dynamic... ...Operations & Bookkeeping OverviewThe Director, Client Operations &... ...operational excellence and quality delivery.Lead a team of nine... ...including scoping, pricing, onboarding, and identifying expansion opportunities...
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ..., grow, and make an impact. Join us! Director, FRG Client Optimization & Prime... ...rulebook developments, and new product onboarding Forecast financing demand, balance sheet...Work at officeFlexible hoursShift workDay shift
$100k - $130k
...we support partners globally, with a client partner roster that includes VC-... ...ensure smooth handoffs between sales, onboarding, and ongoing delivery Scalable Growth Infrastructure... ...a CFO as easily as with a marketing director Nice to have Background in...Contract workLocal areaRemote workHome officeFlexible hours- ...deliver better outcomes, every time. Our clients rely on us to help them serve their... ...Role Overview ClarityPay is seeking a Director of Client Success to manage a portfolio... ...be responsible for helping clients get onboarded and then managing the program daily. The...Work at office
$160k - $200k
About The Team The Client Success Group is a team of post-sale leaders... ...sales strategy, and program delivery, translating business... ...reports directly to the Executive Director of Client Success. You Will... ...consistency across the team. Support onboarding and training initiatives by...Local areaFlexible hours$121.32k - $194.22k
Overview We are seeking a proven Director, Client Leadership to oversee integrated omni commerce campaigns for aCPG client. This role requires... ...require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@...Temporary workFreelanceWork at officeLocal areaFlexible hours- MS SHIFT is seeking a highly motivated Senior Director of Client Success to lead our Customer Success team. The ideal candidate will be passionate... ..., enabling platform adoption and growth. Successfully onboard customers to MS SHIFT after handoff from the sales team,...Shift work
$120k - $160k
...creators. Ready to join us? Overview The Director, Client Management is responsible for leading... ...Operational Excellence Own campaign delivery to ensure programs are executed... ...or assistance with the application or onboarding process specifically, please contact USMTTACompliance...Temporary workFreelanceWorldwideFlexible hours$170k - $190k
...every American adult and enable clients to deliver content directly... ...to them. We are hiring a Director, Client Services in our New York... ...and address operational and delivery gaps to better deliver paid media... ...program with the goal of onboarding new hires more efficiently Cross...Work at officeWork from homeMonday to FridayShift workDay shift- Citi is seeking a Director level Prime Services Account Manager in New York to oversee the client experience from opportunity through go-live and into ongoing support. You will coordinate across Sales, Onboarding, Operations, Product, Technology, Legal, Compliance and...
$150k - $250k
Director of Client Success Job type: Full Time · Department: Client Success · Work type: On-Site · USD 150,000-250,000 / year New York, New... ...Own the Operating System for Client Success Audit current onboarding, project management, and escalation processes; identify gaps...Full time
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