Custodian Relationships & Onboarding Lead
$110k - $140kVestmark, Inc.
Vestmark, Inc. is seeking a relationship manager in Boston to oversee key partnerships with custodians. The ideal candidate will manage operational playbooks and ensure seamless advisor experiences through effective onboarding processes. They will need 5-7 years of experience in financial services, a bachelor's degree, and strong project management skills. The position offers a competitive salary range of $110,000 - $140,000 USD and a comprehensive benefits package including medical premiums and equity grants. #J-18808-Ljbffr Vestmark, Inc.
$110k - $140k
Vestmark, Inc. is seeking a Custodian Relationship Manager in Wakefield, Massachusetts. This role serves as the primary liaison between internal teams and external partners, managing strategic relationships with custodians, asset managers, and technology vendors. The ideal...Suggested$110k - $140k
Key Responsibilities Relationship Governance & Structured Engagement... ...relationship meetings with each major custodian and sponsor partner,... ...and RIA account onboarding Define and publish standard... ...managers, trading technology leads, operational contacts, and support...SuggestedImmediate startRemote work- ...Custodian Relationship Manager The Custodian Relationship Manager serves as Vestmark's primary... ...guide that standardizes how Vestmark onboards new clients, configures integrations,... ...relationship managers, trading technology leads, operational contacts, and support teams...SuggestedImmediate start
$220k - $260k
A leading observability platform company seeks a Team Lead, Technical Account Manager... ...a team dedicated to excellent customer onboarding and technical account management. The ideal... ...role emphasizes developing customer relationships and utilizing data to improve operations...Suggested- Conga is seeking an Onboarding Manager to enhance the customer experience by guiding new clients from purchase to effective usage of its solutions. The role emphasizes relationship management and technical expertise, ensuring customers achieve first value quickly. This...Suggested
$25.59 per hour
...CUSTODIAN, LEAD, Facilities Management & Planning, Custodial Services Job Description CUSTODIAN, LEAD, Facilities Management & Planning, Custodial Services Category Charles River Campus -- Trades Job Location BOSTON, MA, United States Tracking Code...Full timeFor contractors- ...Custodian, Lead Required Skills Ability to communicate and follow directions in English. Use chemicals and equipment necessary to perform custodial duties. Ability to lift up to 50 lbs. Ability to climb ladders for cleaning and changing light bulbs. Ability...For contractors
- A leading e-commerce platform in Boston is seeking a Merchant Success Manager to enhance merchant relationships post-sale. The role involves onboarding, driving adoption, and providing data-driven insights for growth. Success depends on strong communication, organization...
- Caffé Nero in Boston is seeking a full-time role to support the Store Manager in building a strong team and delivering outstanding customer service. Candidate responsibilities include managing store operations, team development, and ensuring an exceptional customer experience...Full timeShift work
- ...Portfolio Analyst will be an integral part of our dedicated Relationship Management team, covering clients and consultants worldwide.... ...Help coordinate with internal and external stakeholders the onboarding of new accounts, transition management and account restructuring...Local areaWorldwide
- Primary DetailsTime Type: Full time Worker Type: Employee Lead Claims Relationship Management Location: USA -Boston, MA, Plano, TX, Los Angeles, CA Work Arrangement: Hybridif within 50 miles radius from office; also open to Remote The salary range for...Full timePart timeWork experience placementWork at officeRemote workWork from home
$65k - $75k
...A prominent financial institution seeks a Business Relationship Officer in Boston. You'll manage existing customers and cultivate new relationships to expand the bank's reach. This role requires a Bachelor's degree and over 3 years in commercial lending or consultative...$85k - $171k
...Senior University Relationships Lead As the Senior University Relationships Lead, you serve as the strategic liaison between Fidelity and our university partners across graduate, undergraduate and community colleges throughout Fidelity's regional footprint. In alignment...Full timeWork at officeWork from homeWeekend workAfternoon shift$110k - $140k
Alumni Ventures is seeking a Custodian Relationship Manager to serve as the primary liaison with custodians and external partners. This role emphasizes relationship governance, custodian playbook development, and ensuring an optimal advisor experience through seamless...$146.7k - $335.1k
Ernst & Young Oman is hiring a Transition/Onboarding Lead to ensure successful onboarding and transition of clients onto EY's IFMS model. This role requires strong leadership in managing transitions, ensuring governance, and fostering stakeholder engagement. The ideal candidate...- ZappiStore is seeking a Customer Implementation Manager in Boston, MA, to lead onboarding and implementation for enterprise customers. This role involves managing the customer journey from signed deal to successful platform adoption, ensuring a seamless transition to the...Remote jobFlexible hours
- A renowned educational institution seek a Lead Business Relationship Manager to oversee IT services alignment with business objectives. This hybrid role involves leading a team of BRMs, building strategic relationships, and advising on technology strategies. Candidates...
- A mission-driven startup in Boston is seeking an Implementation & Onboarding Manager to lead the launch of programs with employer partners. This role necessitates end-to-end management of onboarding processes, coordination of cross-functional teams, and the establishment...
- A cybersecurity firm is seeking an Onboarding Manager to lead and execute the onboarding process within the United States, coordinating with teams to ensure customers achieve value quickly. Responsibilities include managing a small team, guiding technical deployment, and...Remote jobPart timeFlexible hours
$112k - $140k
A leading biosciences company is seeking a Sr Client Relationship Manager near Cambridge, MA. This hybrid role involves client-facing meetings and aims to achieve revenue targets through effective account management. Candidates should have a Bachelor's degree and 4-8 years...- A leading vacation rental management platform is seeking an experienced Enterprise Onboarding Specialist to lead complex onboarding for large customers. This fully remote position requires candidates in North America EST or CST time zones. Responsibilities include managing...Remote job
- Interra Health, based in Boston, is seeking a Senior Implementation Specialist to facilitate customer onboarding and ensure seamless product implementation. You will manage multiple projects, work closely with clients to drive product adoption, and collaborate with cross...Remote job
- SPECTRAFOR is looking for a Senior Onboarding Specialist in Boston, MA. This role involves overseeing the onboarding process for new hires and ensuring compliance with various HR practices. The ideal candidate will have at least five years of experience in a recruiting...
- Analysis Group, Inc. is hiring a CRM Manager in Boston, Massachusetts, to lead the firm's CRM and relationship intelligence ecosystem. The role is pivotal in translating marketing strategies into actionable insights, ensuring data governance, and leveraging AI technologies...
$128k - $192k
A leading SaaS company in Boston seeks a Principal Enablement Partner. This pivotal role focuses on developing enablement strategies for the BDR organization, including onboarding and skill development. Candidates should have over 8 years of Sales/GTM Enablement experience...£32.07k per year
...plans, managing partnerships, and representing the charity at events. Candidates should have experience in corporate fundraising or relationship management, a driving license, and access to a vehicle. This full-time role offers hybrid working opportunities after an initial...Full time- A mission-driven education technology startup is seeking an Implementation & Onboarding Manager in Boston. This role involves managing the entire onboarding process for employer partners, ensuring successful program launches and operational activation. Candidates should...
- The Planet Group in Boston is looking for a Senior Onboarding Specialist to oversee the onboarding process for new hires and rehires in a healthcare environment. The role involves managing the onboarding activities ensuring documentation completeness and compliance with...
- CFA Institute in Boston is seeking a Derivatives Onboarding Senior Analyst responsible for coordinating counterparty trading documentation and onboarding complex requests. The role involves managing partnerships, ensuring document accuracy, and supporting cross-training...Flexible hours
$110k - $165k
A global biopharmaceutical company based in Boston seeks an Employee Experience Manager to enhance onboarding, engagement, and wellness initiatives across the organization. The role involves collaborating with various departments to foster a positive employee experience...
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